Member Content Archives - Page 2 of 18 - Canadian Family Offices

Finding common ground: The Bonapace Foundation’s sustainable vision for industrial communities

Environmental monitoring research arms Quebec city of Rouyn-Noranda with information needed for a healthy and sustainable economy

October 9, 2026
Member Content, Philanthropy

Member Content by PBY Capital

Spirited panel explores opportunities and challenges of working in a multi-family office

‘Families don’t expect you to have every single answer to every single question, but they expect that you know them, to understand them beyond their preferences for investments’

September 28, 2026
Commentary, Member Content

Member Content by PBY Capital

Thane Stenner: U.S. equities are in ‘thin air’—and that creates opportunities

‘One of the more useful features of a lopsided market is that it tends to make the neglected corners genuinely cheap’

September 21, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Inside opportunistic credit: A Q&A with Pender’s Parul Garg

‘The possibility of a restructuring does not automatically tell us a company is doomed. It tells us there is a situation we need to analyze on its merits’ 

September 17, 2026
Fundamentals, Member Content

Member Content by PenderFund Capital Management Ltd.

Video: Where Thane Stenner would invest $100 million

‘The good news is there’s a lot of opportunities, but they’re just not in the traditional U.S. market right now’

September 4, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 2

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 6-10. Last week: Worries 1-5

August 18, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 1

August 13, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Former U.S. Federal Reserve Chair Jerome Powell

The margin for error is narrowing: highlights from Canso’s July 2026 Corporate Bond Newsletter

The difference between winners and losers is likely to become more pronounced, making fundamental research, rigorous due diligence, and a willingness to challenge consensus increasingly important.

August 11, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

Weathering future storms: Highlights from Canso’s July 2026 Market Observer

‘Investors should take a hard look at their portfolios to ensure they have the flexibility and capacity to take advantage of a sell-off fuelled by a wholesale deleveraging.’

August 3, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

How the Bélisle family office is integrating AI into its processes

Claudie Bélisle-Desjardins discusses how she is integrating artificial intelligence into all aspects of family office processes, how this drives efficiency, and why getting up to speed on this technology now is key.

July 30, 2026
Member Content

Member Content by PBY Capital

Rethinking real estate: How family offices are looking at property strategies in a new light

More investors are embracing opportunities outside traditional markets and seeking experienced partners for support

July 27, 2026
Member Content

Member Content by Equiton

Members

View All

The freedom to enjoy life only comes when one is truly secure. Crisis24 Private Strategic Group offers the world’s most prominent families complete confidence by delivering the most exceptional, integrated personal protection, cybersecurity and global medical concierge solutions.

Enhancing the family office client experience through clarity, access, and trust

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

We help Canadian families live their best lives—simplifying wealth, aligning values, and guiding transitions with sound advice. For those who view family as their most treasured asset, we see you, and your family's success, as our top priority.

For over 30 years, Fisher Investments has provided active equity investment management to institutional investors worldwide. Leveraging our global research platform, our top-down investment process combines macroeconomic analysis with bottom-up security selection.

Stenner Wealth Partners+ is a Multi-Family Office/OCIO Outsourced Consulting Team serving Canadian and US investors/households and Family offices/Foundations with generally a minimum of 10M+ in investable assets (or 25M+ net worth). Net worths of clients range between $25M To $3B+.

Fiera Real Estate is a team of experienced real estate practitioners backed with the kind of support that empowers innovative solutions for clients, including those in family offices. At the heart of Fiera Real Estate is a culture of innovation, integrity and ownership at every level.

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.

PenderFund has a talented team of expert analysts, security selectors and independent thinkers who manage and invest in our suite of specialized, public and private investment funds. With a disciplined investment process including rigorous risk analysis and the agility to pursue contrarian opportunities, it aims to exploit inefficient parts of the investing universe to protect and grow wealth for investors over time.

The Thalion Initiative is a global not-for-profit medical research organization addressing age-related diseases through geroscience.

Equiton is a vertically integrated private real estate investment and asset manager with strategies across the risk-return spectrum. Established in 2015 and currently employing over 250 professionals, Equiton’s value proposition involves acquiring, developing, and actively managing multi-sector real estate assets through in-house operations.

Stories continue below

person walking down a hallway discussing a family office

Calling yourself a multi-family office is easy, operating like one is not

The number of multi-family offices in Canada is surging alongside generational wealth. But with no legal definition and more portfolio managers, and even small insurance companies rebranding as multi-family offices, what exactly is a multi-family office?

May 4, 2026
Fundamentals, Member Content

Member Content by PortfolioXpressWay

Man standing in a bubble trying to protect himself

Highlights from April’s Canso Market Observer

The U.S. administration is increasingly mercurial, and forecasts don’t seem to matter much in Times Trump. Now’s the time to keep portfolios safe.

April 28, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

Governance matters: Deciding on the right structure depends on the family and their goals

‘For us, governance is creating the conditions, so everyone feels they are at their best, individually and collectively’

April 20, 2026
Family Business, Member Content

Member Content by PBY Capital

Healthcare IT: Where venture still makes sense for long-duration capital

With an aging population and the need for personalized medical solutions, the future is friendly for healthcare IT investors

April 14, 2026
Fundamentals, Member Content

Member Content by PenderFund Capital Management Ltd.

The gold standard in the family enterprise space: Family Enterprise Advisor designation (FEA)

Enrollment for the FEA program is up 34 per cent year-over-year

March 23, 2026
Family Business, Member Content

Member Content by PBY Capital

Thane Stenner: Global mobility as a strategic asset class

Have wealth, will travel: More wealthy families seek global mobility for tax, lifestyle, investment and business purposes, requiring specialized advice grasping jurisdictions’ diverse rules, advantages and challenges, according to top wealth expert Thane Stenner, CIM®, FCSI®

March 20, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

Family office portfolio: Cutting through the noise with the Pender Bond Universe Fund

The fund’s manager, Emily Wheeler, outlines her investment strategy, plus her take on interest rates, commodities and the 2026 economy

March 16, 2026
Fundamentals, Member Content

Member Content by PenderFund Capital Management Ltd.

Getting philanthropy right

Canada’s enterprising families have a big opportunity to make a positive impact across generations. Foster Family Office’s Victor Todorovski shares how philanthropy done right can help instill and strengthen family values and drive meaningful change.