Commentary Archives - Canadian Family Offices

Photo of Lenka Martinek, Sustainable Market Strategies

Macro meets sustainability: Outlook for Q4 and beyond

As a presidential election looms, here’s how fiscal and monetary policy could impact sustainability portfolios

6 days ago
Commentary

The price the wealthy pay for building an emotional fortress

Successful people often find their social and emotional worlds shrinking, and that takes a toll on them and their families

September 27, 2024
Commentary

Francesco Lombardo wealth advisor family business

The emotional habits that can undermine a family business

Harmful behaviours can often be traced back to childhood and parental influence, writes Francesco Lombardo

September 19, 2024
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family office Northwood Toronto wealth management

So you just won the lottery: Advice from a family office

After helping multiple winners navigate, Andrew Jeffery offers a comprehensive plan, and a few words of advice

September 18, 2024
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Mark Borkowski, president of Mercantile Mergers & Acquisitions Corp.: “While will-challenge litigation is rarely pleasant for the parties involved, having an effective ETDL watching over the assets means that legal counsel and family members can devote their time and energy to working towards a fair division of the estate.

An ETDL can prevent estate shrinkage when the family fights

A complex estate, like one involving businesses, real estate and investments, can leave heirs disputing how the pie gets divided as the pie itself shrinks

August 15, 2024
Commentary

Elke Rubach family office financial advisor

Lessons in legacy: Why does the L-word make some people uncomfortable?

Client reactions to discussing legacy are often surprising. Here are some tips for starting a conversation

August 14, 2024
Commentary

Make recruitment dollars count: Proper onboarding at the family office

Hiring the right talent is half the battle. The other half is keeping executives onboard, focused and engaged, writes recruiter Amanda Bassin

July 8, 2024
Commentary

Valleybrook Gardens wealth business gardening

How Valleybrook Gardens sold for more after false starts

It was a bumpy path, but John Schroeder eventually hit pay dirt in the sale of his B.C. garden plant business

June 3, 2024
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How independent is your multi-family office?

Working with a firm that sells no products ensures that families build and maintain wealth based on their unique needs, writes Jeff Noble

May 9, 2024
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Alix Stark is Partner and Head of Business Development at Modern Concierge Inc., a Toronto-based luxury concierge service that works with UHNW clients and family offices.

Nine requests for a concierge service to save the day

While saving time for busy clients is Toronto-based Modern Concierge’s main job, they have fielded some near-impossible assignments

April 16, 2024
Commentary

Time to play market defence? Especially when everyone else is playing offence

Portfolio protection has been degraded along with the classic 60/40 model. How to make it work today

April 12, 2024
Commentary

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We offer high-quality, income producing, commercial mortgage portfolios for institutional, family offices and high net worth investors.

One of Canada’s top private mental health treatment facilities specializing in addiction, anxiety, depression, trauma and OCD, delivered with discretion and confidentiality.

At PwC Canada, our purpose is to build trust in society and solve important problems.

PearTree Canada was founded over 15 years ago to assist philanthropic high net worth individuals to give more, doing it efficiently, elegantly and strategically.

Specialized solutions that are right for you. Independent, focused investment strategies for Canadian investors.

Canso believes that fundamental analysis and security selection adds value compared to a more passive approach.

Providing our clients with the strongest investment strategies possible.

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A partial stock chart showing upward trending fever lines from a sector that leverages AI applications. Investors looking beyond the pure artificial intelligence play can find opportunities in sectors leveraging AI applications, like industrial automation, healthcare, education and energy transmission.

Missed the early AI investing wave? There’s still hope

With excitement and valuations on pure artificial intelligence plays tipping higher, look to secondary, sustainable choices in the sector

April 11, 2024
Commentary

PPP a golden opportunity to realize capital gains at 50% inclusion rate if you act before June 25

Personal pension plans can absorb tax impact and build a larger nest egg for business owners and professionals, writes Tina Tehranchian

April 10, 2024
Commentary

‘Final hour’ strategies for change to capital gains inclusion rate

Finance department clarifies tax details, confirms changes as June 25 deadline approaches, writes Dino Infanti of KPMG

April 3, 2024
Commentary

financial fraud Naqvi Bankman-Fried Madoff

Macbeth’s betrayal: Three financial fraudsters and their red flags

Would your firm have detected Madoff, Bankman-Fried or Arif Naqvi? Family offices are particularly vulnerable

April 1, 2024
Commentary

elke rubach wealth advisor family office

You’re the author of your wealth. Why hasn’t your family heard your story?

Founders often neglect to share their experiences, tales that could bring families together and help build a legacy

March 22, 2024
Commentary

Mark Borkowski is president of Mercantile Mergers & Acquisitions Corp., and hears about this issue from clients and financial professionals consistently.

How to protect yourself if you lend money to family

While relatives’ tales of woe may tug at the heartstrings, there may be tax and other consequences to consider

March 19, 2024
Commentary

The exit of your family office team is inevitable. Time to take action

Preparing now will help ensure a transition that safeguards the wealth and legacy you’ve built, writes advisor Jeff Noble of BDO

March 15, 2024
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Real-life cases show benefits of ‘quarterback’ planning for business owners

These individuals are prone to suffer financially when well-intended advice comes solely from siloed advisors, writes Nancy Grouni

March 4, 2024
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A tough nut to crack: family members who decline role in family business

Success and family harmony come by looking not ‘on the table’ but beneath it, to address deeper issues and conflicts

February 23, 2024
Commentary

A bounce back for sustainability: Three investment ideas for 2024

Sustainability bounce back: Green industrials should outperform, while nuclear plays and carbon markets are favored long ideas

February 19, 2024
Commentary

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