Wealth Archives - Canadian Family Offices

‘So much wealth being created in this country’: Grayhawk’s Aurélie Jaclot

CEO leads ‘Version 2.0’ of Grayhawk, cultivating access to alternative investments and leveraging Sagard’s alt-asset resources

3 days ago
Wealth

Next-gen of Terry Matthews family goes all in on cleantech

Owen Matthews aims to heal the planet with his Emend Vision Fund, and he’s persuading other families to join him

September 26, 2024
Wealth

Life as serial tech entrepreneur puts Quebec VC in prime spot as investor

A promoter of women in tech, Annick Charbonneau of Accelia Capital is changing stigma surrounding female founders

September 16, 2024
Wealth

Kevin Dehod, president at Calgary-based CWB Wealth Partners: “It's challenging as an independent boutique to grow your business past $1 billion.”

Kevin Dehod of CWB: impact of $900 million AUM exit

Calgary-based president of CWB Wealth Partners says move from owner to investor mindset allows him to help clients – including business owners, family offices

September 4, 2024
Wealth

Liquid vs. illiquid: Finding the perfect asset balance for enterprising families

Many businesses families have most of their wealth tied up in illiquid assets, whether it’s the buildings in which they operate or their holding company. “All the risk…

September 3, 2024
Wealth

Photo collage - Clockwise from left: David Vankka, president of ICM Asset Management; John Amonson, founder and president of Unbiased Financial Services Inc.; Rob Tétrault, portfolio manager and head of Tétrault Wealth Advisory Group at Canaccord Genuity Wealth; David MacNaughtan, partner and head of Sagard Healthcare.

The role of royalties in portfolios of wealthy clients

Royalties offer high-yield, diversified income from a growing array of assets, including catalogues of pop songs and groundbreaking new medications.

August 27, 2024
Wealth

insurance wealth planning financial estate

Four times when insurance saved the day for wealthy clients in a bind

Real-life situations show how people with complex financial needs use insurance to achieve their goals

August 26, 2024
Wealth

Trevor Maunder, CEO at Peerage Capital: “We stick to very focused platforms: real estate, asset management, and storage.”

Trevor Maunder at Nadal’s Peerage: ‘Just find good businesses’

The CEO of the investment vehicle of Miles Nadal’s family office on his unexpected career trajectory and the firm’s investment philosophy

August 22, 2024
Wealth

Brooke Hunter: If insurance isn’t done right, ‘things can really go sideways’

Broker talks about her father’s stark message about money, trends in insurance and a common mistake made by wealthy families

August 19, 2024
Wealth

Tim Pickering, founder of Auspice Capital Advisors, a Calgary-based commodity fund manager: ‘I launched a series of products for a series of types of investors with different needs and appetites and built a diverse business.’

Tim Pickering, Calgary’s Auspice Capital founder: ‘Getting away from the fads’

The CIO discusses the effort to bring commodities diversification to Canadian investors and sets the record straight about a few misconceptions

August 12, 2024
Wealth

‘Big difference between expectation and reality’ today in markets: Jason Pereira

Outspoken advisor talks about how the dotcom bubble shaped him, his thoughts on alts and the future of advising

August 7, 2024
Wealth

Members

View All

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.

Stories continue below

A photo collage. From left: Samuel Chinniah at CWB Wealth; Ashish Utarid at IGM Wealth Management; Eric Gilboord at Warren Business Development Center.

Wealthy after sale of business? Some financial planning advice

Reinvest in another business? Considered tax implications? What about the grandkids? Founders face so many questions

August 6, 2024
Wealth

Former head of BlackBerry, Jim Balsillie, is an active philanthropist, among others founding In 2001, he founded the Waterloo-based Centre for International Governance Innovation (CIGI) think tank with a $20-million endowment, along with other donors.

Jim Balsillie on tech investing, family and what he’s into now

Former BlackBerry head has heavily invested in non-profits in education, economic and global governance. He also has a personal investing firm and focuses on a few key areas

August 1, 2024
Wealth

Hunting small caps: Greg Dean puts ‘big company’ lens on high-performers

Founder talks about Langdon Equity Partners’ deep research, in-person visits and how they spot compelling small firms around the world

July 30, 2024
Wealth

Photo collage: From left: Dan Riverso at Jesselton Capital; Carol Schleif at BMO Family Office and Matthew Sparks at Northleaf Capital Partners.

A private investing strategy that can generate returns faster

‘There’s a lot of money chasing it now, there’s a lot of interest in it,’ especially among family offices and wealthy investors

July 16, 2024
Wealth

rob tetrault advisor investing financial

‘Beyond our wildest dreams’: Rob Tétrault on performance of alternative assets

Winnipeg portfolio manager on his ‘pension style’ investing approach and how his firm is positioned for the future

July 10, 2024
Wealth

A photo collage: From left: Arthur Diochon at BMO Family Office; James Burron at Canadian Association of Alternative Strategies and Assets; and Danielle Bentley at Northleaf Capital Partners.

Wealthy investors take a page from institutional on private credit

A longer-term investment with less liquidity, but with a return premium over public fixed income with lower volatility, suits family office and UHNW portfolios