Fundamentals Archives - Canadian Family Offices

Crisis at her family’s business put Wendy Sage-Hayward on path to advising others

Experience with ‘a 50-cousin partnership’ led to teaching at UBC and roles at Family Enterprise Canada and FEA program

1 day ago
Fundamentals

Pictures of Kelly Burke and Mary Hermant

New advisory firm brings extensive SFO experience to the table

Founding partners at Chamberlain Family Office Advisors ‘have lived the dream that we’re trying to solve for’

September 30, 2024
Fundamentals

family office Canada wealth professionalization

‘Professionalization’ is word of the day at family offices in Canada

Internal improvements needed as investment world expands, complexity surges and families grow in size and wealth

September 24, 2024
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A new AI tool for family offices promises easier, faster data analysis

Eton Solutions launches EtonGPT, a generative AI capability that can parse documents and extract insights from internal and external sources

September 17, 2024
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Family offices set to boom this decade: Deloitte survey

Number of family offices could grow by 75 per cent globally. Experts see a similar trend developing in Canada

September 13, 2024
Fundamentals

Patrick O’Connor steps into national spotlight with network of FO advisors

Founder of Blackwood builds team to offer advisory services to investment, legal and financial firms across Canada

September 11, 2024
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Kevin Algar: Families have financial planners but ‘lack comprehensive financial plan’

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

September 10, 2024
Fundamentals

Michael Louie accounting CPA family office

Accountant advances to sweet spot: ‘family office that fits within CPA firm’

Michael Louie evolves to serve wealthy families and their complex business needs from inside Vancouver’s D&H Group

September 5, 2024
Fundamentals

Less talk, more listening: Krista Kerr on forming deep bonds with clients

Second-gen leader at Kerr Financial credits her founder father for instilling the idea of finding families’ true purpose

August 13, 2024
Fundamentals

Working at a family office can be great. But it’s not for everyone

Job seekers who enjoy structured environments might not do well, though the variety of work can be invigorating

August 9, 2024
Fundamentals

Canadian Family Offices launches first annual survey of MFOs

Our goal is a clearer look at multi-family offices, to produce more informative content and serve the advisory community as well

July 29, 2024
Fundamentals

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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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Is that really a client calling? Fraudsters step up game against family offices

Many firms rely on basic IT providers, but lax internal practices among staff can result in AI-generated attacks

July 25, 2024
Fundamentals

Seven heads of Canadian family offices and what they’re thinking

We consulted these chief executives about what they’re investing in, what their clients want and what they like about their work

July 19, 2024
Fundamentals

Patricia Saputo: Advising in Canada ‘all about the money, because that’s the easy part’

But wealthy families can’t afford to make mistakes and lose the human side of things, says advisor and co-founder of Crysalia

July 17, 2024
Fundamentals

What exactly is (and isn’t) a family office? We accepted the challenge

Canadian Family Offices sheds light on various schools of thought regarding this growing sector

July 12, 2024
Fundamentals

Cindy Radu champions ‘true collaboration’ in a growing family-office sector

Breach those advisory silos, urges advisor with experience in law, accounting and the big banks. ‘We have the opportunity to do it right’

July 2, 2024
Fundamentals

Family offices particularly vulnerable as fake deals and scams multiply

Global conflicts and economic pressures give rise to fraud and spin, especially via personal connections, says Tobias Jaeger

June 24, 2024
Fundamentals

‘A thousand fascinating stories’: Celebrating three years of Canadian Family Offices

Since 2021, we have aimed to become a trusted resource for enterprising families, wealthy investors and advisors across the country

June 18, 2024
Fundamentals

Compensation at family offices: What to expect

Pay packages for top executives run $250,000 and up, reaching as high as $750,000 to $850,000, but variations abound

June 10, 2024
Fundamentals

Voyt Krzychylkiewicz, head of global family and institutional wealth for UBS Canada.

Family office investing shifts, greatest fears, and other trends: UBS report

Family offices carried out some of their biggest shifts in strategic asset allocation in 2023, according to the annual global family office survey

May 23, 2024
Fundamentals

River Ewing, principal at Hadley Family Office, based in the Greater Toronto Area: “The key for us and the sector is to attract more Canadian investors to the capital investment table. Otherwise, Americans will come in and fill up the space at the table.”

Hadley Family Office finds success through search investing

Third-gen River Ewing aimed to transition the family business to an investing family in this rapidly growing sector

May 7, 2024
Fundamentals

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