Special Reports Archives - Canadian Family Offices

Pictures of Chris Clarke, Helen Kearns and Shelley Forsythe.

‘Ideas are gender-blind’: Three women who are excelling in family offices

Three leaders write about the financial sector’s past, present and future from their perspective as women

4 hours ago
Special Reports, Women in family offices

Women in Family Offices—an expert panel on March 25

Join Canadian Family Offices on March 25 for our online panel discussion about women taking a bigger seat at the table in the family office ecosystem

3 days ago
Special Reports, Women in family offices

‘Be resilient, so you can roll with changes that come your way’: TD Wealth’s Laura Barclay

How an interest in the unique financial challenges women face led to a career in portfolio management

March 17, 2025
Special Reports, Women in family offices

Photos of Claire Sutton, Lucy Ryan and Nancy Marshall

What do women bring to the family office? Emotional intelligence, for one

By their very nature, women have an edge in the family office space, say three family advisors

March 13, 2025
Fundamentals, Women in family offices

‘Exactly where I am supposed to be’: Stephanie Hickmott

The Leith Wheeler principal and portfolio manager on making her way in investment management

March 10, 2025
Special Reports, Women in family offices

Explore the vibrant world of nighttime technology as a woman engages with her colorful laptop display

Video: Forthlane’s Martha Simmons explores how to navigate the family office space

And why it’s essential to keep up with the changing landscape

March 6, 2025
Special Reports, Women in family offices

March 8 women stand together for International Women's Day.

Women in family offices: a special report throughout March

A look at why women are taking a bigger seat at the table in family offices and what the numbers say

March 3, 2025
Special Reports, Women in family offices

Charities, donors concerned about changes to Canada’s Alternative Minimum Tax

A thoughtful, multi-year financial strategy can still maximize the impact of charitable giving

February 28, 2025
Philanthropy, Philanthropy 2025, Special Reports

Who will give? Highlights from our expert philanthropy panel

As Canadians donate less, charities’ focus shifts increasingly to high-net-worth donors and the next generation

February 26, 2025
Philanthropy, Philanthropy 2025, Special Reports

Video: Changing face of philanthropy panel

A link to the full video and transcript of this Canadian Family Offices panel session

February 26, 2025
Philanthropy, Philanthropy 2025, Special Reports

The changing face of philanthropy panel hosted by Canadian Family Offices on Feb 21 and the picture is of the five panelists and the moderator

The changing face of philanthropy—an expert panel on Feb. 21

Join Canadian Family Offices on February 21 for our online panel discussion about the state of giving in Canada

February 18, 2025
Philanthropy 2025

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

Stenner Wealth Partners+ is a Multi-Family Office/OCIO 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 $2.5B+.

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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Special report: Charities scramble to engage the next generation

Organizations that don’t consider young peoples’ views are in danger of being left out, but wealth advisors can help

February 12, 2025
Philanthropy, Philanthropy 2025, Special Reports

Philanthropy: Imagine Canada's CEO, Bruce MacDonald, on the trends he's seeing

Video: Imagine Canada’s CEO, Bruce MacDonald, on how philanthropy is evolving today

‘It’s incumbent upon organizations to ensure that they’re authentic and deeply connected to newcomer communities.’

February 10, 2025
Philanthropy, Philanthropy 2025, Special Reports

Illustration showing a woman being proud and strong

Special report: Women are ‘kicking butt,’ exercising new power in philanthropic giving

As their wealth grows, women are giving more and in larger amounts, and in turn changing the philanthropic game

February 6, 2025
Philanthropy, Philanthropy 2025, Special Reports

Special report: Canada’s top 20 private foundations and the families behind them

From the Saputos to the Westons, these charitable organizations represent a who’s who of Canada’s most successful families

February 3, 2025
Philanthropy, Philanthropy 2025, Special Reports

photo of engineers inspecting commercial building under construction

Outlook 2025: Why KingSett Capital’s shock announcement hasn’t derailed optimism for commercial real estate

Despite the suspension of distributions from one of Canada’s biggest property players, experts see 2025 as a growth year

December 23, 2024
Outlook 2025, Special Reports

Illustration of plant growing in front of White House

Outlook 2025: The upside for sustainable investing under Trump

What President-elect Donald Trump means for investors focused on ESG and sustainability

December 19, 2024
Outlook 2025

Photos of Claire Van Wyk-Allan, Robert Janson, Greg Nott and Yan Li.

Outlook 2025: Execs are ‘rosy on the world of alts’ despite a mixed year

Real estate, private equity, infrastructure and private debt are expected to outperform public markets in 2025

December 17, 2024
Outlook 2025, Wealth

Photos of Richard Leon, Tim Cestnick and Patrick O'Connor.

Outlook 2025: For family offices, ‘there’s no question that challenges lie ahead’

Taxation and politics head the list of concerns, but there’s good news, too, executives say

December 13, 2024
Fundamentals, Outlook 2025

Photo of a dollar sign being squeezed by belt that says TAX

Outlook 2025: Imminent tax changes add a fresh layer of complexity for Canadian enterprises

It’s time to reduce risk in preparation for next year’s developments, writes Dino Infanti of KPMG

December 12, 2024
Outlook 2025, Wealth

Illustration of executive looking at stormy sea

Outlook 2025: Investing strategies to navigate a volatile new year

From taxes and deregulation to Trump tariffs and the spectre of inflation, 2025 could present a delicate dance between opportunity and risk for family offices

December 9, 2024
Outlook 2025, Wealth

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