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How this Black-owned family business is building a ‘different kind of Canadian story’

What real estate debt can do for your portfolio

Member Content by Institutional Mortgage Capital (IMC)

Modern shopping center with brick facades and large windows at dusk

‘Golden visas’ lure more Canadians – and no, they’re not disappearing

Hilary Pearson championed family foundations in Canada, changing the course of philanthropy

Pooling money helps families past multi-million minimums for higher-quality alts

Rapidly growing interest in alternative investments is also improving access to good managers and spreading risk

20 hours ago
Alternative Investments, Special Reports, Wealth

Illustration of man and woman in front of smokestack

Climate Champions: Families team up to ignite philanthropic passion for a neglected cause

Two-thirds of Canadians call climate a major crisis, yet it draws only 1% of total charitable giving. Some donors want to change that

2 days ago
Philanthropy

Illustration of senior citizens standing in front of building

The Age of Opportunity: Investing in eldercare

An aging population and an inadequate supply of senior care accommodations create opportunities to invest in long-term care facilities

3 days ago
Commentary, Wealth

Man holding a sign that says mean reversion

Seeking patterns of profitability through “mean reversion” lens

Family offices seeking to increase probabilities of long-term outperformance must grasp how mean reversion is critical to avoiding buying high and selling low, states consulting expert Thane Stenner.

3 days ago
Member Content

Member Content by Stenner Wealth Partners+

Children in the crossfire: What HNW divorce does to heirs and the next gen

Damage can extend through estate plans, family businesses, trusts and every generation that follows

4 days ago
Commentary

Photo of business people meeting in an office.

Do you have the soft skills needed to work at a family office?

Once considered secondary, these talents have become essential to long-term success for job candidates

May 2, 2025
Fundamentals

An origami bird takes flight and is different than the others

Highlights from the Canso Corporate Bond Newsletter for April

The high yield market continues to find optimism in low default rates supported by significant refinancing activity over the last year, even as the repricing of default risk…

May 2, 2025
Member Content

Member Content by Canso Investment Counsel Ltd.

A diversified world where money, stocks, housing and many other investments are all included in your portfolio

Alternatives: a special report throughout May

Alt investments are taking up more space in the family office ecosystem. Martha Simmons kicks things off in a video interview with CFO

May 1, 2025
Alternative Investments, Special Reports, Video

Having crossed the U.S. off their lists, where are the wealthy travelling now?

Europe’s second- and third-tier destinations are hot, and islands will always be chic, says luxury travel expert Cari Gray

April 30, 2025
Life & Family

The forecast for U.S. recreational property: Warm and sunny with a chance of disaster

As Canadian snowbirds try to unload their U.S. vacation properties, is this a buying opportunity?

April 29, 2025
Commentary

Illustration of scary monster with a dollar sign on his chest

Tariffs and turmoil aside, what’s keeping FO advisors awake at night?

Economic upheaval is top-of-mind, but advisors have a long list of other concerns on their plates

April 28, 2025
Fundamentals

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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.

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 $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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Fundamentals

Presented by PBY Capital

Peter Jessiman: ‘There’s just great idea-share and mindshare in this space’

The CEO of Winnipeg-based single-family office JFII talks about market mayhem, investing discipline and the need for family office networking

April 23, 2025
Fundamentals

Pictures of John Amonson, Declan Ramsaran, Marvin Schmidt, Christopher Foster and Elke Rubach.

Client reaction to Trump is all over the map, family office advisors say

Business families feel pain, others want to sell U.S. stocks, and yet others want to buy. But none are panicking

April 22, 2025
Fundamentals

Photos of Steve Ivacko, Michael McFaul and Chris Gandhu

Single-family offices increasingly relying on MFOs for expertise

High costs make it hard for small SFOs to go it alone. It’s clear they ‘simply can’t operate in a silo anymore’

April 1, 2025
Fundamentals

We are fast approaching the day when family offices need an embedded risk-management team

Hiring an in-house solution—covering digital, reputational and safety concerns—is the new best practice, writes Liam Card

March 27, 2025
Commentary, Fundamentals

Photos of Mindy Mayman, Viraj Samani, Nancy Marshall and Patrick O'Connor

What do you need that you don’t have? We asked family office leaders

Additional resources and supports could propel Canadian FOs to a higher level of sophistication, effectiveness and professionalism

March 18, 2025
Fundamentals

Wealth

Presented by PBY Capital

Financial quarterback keeps it together for executives not yet ready for a family office

Nancy Grouni operates where the corporate and personal meet, weaving advice into an overall strategy for business owners

April 17, 2025
Wealth

Illustration of construction workers by a factory

McGugan: The case for building stuff again

In their new book, “Abundance,” authors Ezra Klein and Derek Thompson propose that governments need to clear away regulation and get things done

April 15, 2025
Commentary, Wealth

Image of an eagle holding a maple leaf in its beak

Adding insult to injury: Tariffs are only exacerbating Canada’s economic underperformance, some experts say

As the U.S. pursues reindustrialization, Canada may be wise to develop strategies that encourage capital investment

April 11, 2025
Wealth

‘Grow or die’ mantra drives the families running real estate empires

For the Mandelbaums and Morantzes, real estate and property development make a solid foundation, and it’s a family affair

April 10, 2025
Wealth

‘We’re going to have to stand up and be counted’

Jim Hewitt shares his thoughts on Trump, U.S.-Canada relations, and why his family began reducing its U.S. investments weeks ago

April 9, 2025
Wealth

Commentary

Presented by PBY Capital

What we can learn from high-profile couples who have split

The biggest threat to generational wealth isn’t market risk or tax—it’s a poorly handled divorce, writes Elke Rubach

April 21, 2025
Commentary

McGugan: The case for building stuff again

In their new book, “Abundance,” authors Ezra Klein and Derek Thompson propose that governments need to clear away regulation and get things done

April 15, 2025
Commentary, Wealth

We are fast approaching the day when family offices need an embedded risk-management team

Hiring an in-house solution—covering digital, reputational and safety concerns—is the new best practice, writes Liam Card

March 27, 2025
Commentary, Fundamentals

With multiple family members at the wheel, family businesses can go off-track

Myriad management configurations bring myriad risks: How to navigate rocky relationships, underperformance and succession

March 5, 2025
Commentary, Family Business

McGugan: Polyanna would be proud of financial markets these days

Donald Trump is throwing a wrench into the gears of the U.S. and global economies. How come markets don’t care?

March 3, 2025
Commentary, Wealth

Family Business

Presented by PBY Capital

What ‘new money’ can learn from ‘old money’

How governance, wealth stewardship and entrepreneurship have helped some of the world’s oldest wealthy families prosper

March 7, 2025
Family Business

With multiple family members at the wheel, family businesses can go off-track

Myriad management configurations bring myriad risks: How to navigate rocky relationships, underperformance and succession

March 5, 2025
Commentary, Family Business

Photos of Jennifer Williams, Pamela Cross and Eric Gilboord

At a succession dead end? Feds offer tax help for family businesses with no heir

New federal option offers capital-gains incentives to ease transfer of business ownership to employees

January 28, 2025
Family Business

When picking the next leader of the family enterprise, don’t let emotion get in the way of good decisions

By sidestepping family dynamics, this structured, data-based approach has proven fair and effective, Gerald Pulvermacher writes

January 20, 2025
Commentary, Family Business

Illustration of a man explaining a chart.

How to get buy-in on family governance: Avoid ‘big, abstract systems and processes’

Rather than relying on best practices, advisors should let families take the lead

January 17, 2025
Family Business

Philanthropy

Presented by PBY Capital

‘You have to put your money where your mouth is’: Dr. Anne Neufeld’s path to philanthropy

For the entrepreneur and mental health advocate, a donor-advised fund has been a rewarding avenue to giving more effectively

April 25, 2025
Philanthropy

Highlights from Canadian Family Offices’ 2025 Philanthropy Survey

We asked donors and their advisors where and how they give—and how the next generation might change the landscape

April 4, 2025
Philanthropy

‘Incredibly blessed to be able to make a difference’: Gail Asper and the courage of giving

Her father taught her to stand up for justice and human rights—and to never back down from a fight

March 20, 2025
Philanthropy

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

Estate Planning

Presented by PBY Capital

In trusts we trust: Three structures to reduce, defer and freeze taxes

While trusts offer tax efficiency and estate protection, they can be quite complicated and expensive to administer

April 16, 2025
Estate Planning, Taxes 2025

An advisor’s headache: Clients whose lawns are in better shape than their estate plans

‘It’s very challenging to try to deal with someone who really should have done this 10 or 15 years ago,’ says lawyer Margaret O’Sullivan

March 12, 2025
Estate Planning

Photos of Cindy David, Rhonda Rudick and Kathy Bright

Equalizing heirs in the will is a delicate dance for business families

Ensuring harmony among next generations often requires prepayment of taxes, specialty insurance, proper valuation of assets

January 14, 2025
Estate Planning

Photos of Cindy David and Andrew Jeffery

Writing a will with strings attached? Estate planners want a word

Relying on your will to force changes in behaviour after you’re gone is likely to strain family relationships

November 4, 2024
Estate Planning

Wealthy families watch U.S. elections with ‘death tax’ in mind

Depending on which party wins, those with U.S. tax exposure should consider doing some complex estate planning

October 15, 2024
Estate Planning

Life & Family

Presented by PBY Capital

For advisors, preparing family office clients for retirement is about more than the numbers

‘Retiring’ clients need to shift their focus to personal desires and goals, if they’ll even discuss slowing down

April 3, 2025
Life & Family

The personality traits of high performers: highlights from our expert panel

‘The same traits that can propel someone to great success, can also make them vulnerable’

February 20, 2025
Life & Family

Expert panel: The mental health challenges of high performers

Successful people can ‘derive a lot of identity from their achievements, which can be good, but can also tip over and be very harmful’

January 30, 2025
Life & Family

Illustration of teenager standing next to sports car

If money talk is taboo in your family, you—and the kids—might pay later

Four advisors offer practical ways for wealthy parents to coach children, demonstrate responsible behaviour and transmit the right values

January 22, 2025
Life & Family

Illustration of a person seeing money falling from the sky

Wealth arrives suddenly, and now you feel ‘like a guest in your own life’

Recipients of a windfall can feel a disorienting loss of identity. ‘The wealth feels like it isn’t truly theirs’

January 21, 2025
Life & Family

More Life & Family Stories

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Special Reports

Presented by PBY Capital

Photo of Pierre Poilievre and Mark Carney

As election day draws near, Liberal, Conservative tax proposals remain remarkably similar

The Conservatives’ “Canada First Reinvestment Tax Cut” represents a tax policy outlier

April 24, 2025
Special Reports, Taxes 2025

In trusts we trust: Three structures to reduce, defer and freeze taxes

While trusts offer tax efficiency and estate protection, they can be quite complicated and expensive to administer

April 16, 2025
Estate Planning, Taxes 2025

Is Canada’s tax regime eating away at our prosperity?

As Canada’s economy faces unprecedented challenges, the tax system is by most standards discouraging investment

April 8, 2025
Special Reports, Taxes 2025

No fads, low volatility and a global approach are paramount at women-led Coriel Capital

Purchase by CI Financial has cleared the decks of non-core business distractions, says Marjorie Skolnik

March 31, 2025
Special Reports, Women in family offices

Multiple women and one man sitting around a table

Women taking a bigger seat at the table in the family office ecosystem

‘Women do a good job of building trust, actively listening and effectively communicating with their clients’

March 28, 2025
Special Reports, Women in family offices

Member Content

Presented by PBY Capital

A child holding a cutout family in their hands.

What is a family office?

With a wave of new entrants to the industry all the time, what does ‘family office’ really mean? For Christopher Foster, CEO of Foster & Associates, the answer is simple: helping Canadian families lead their best lives.

April 28, 2025
Member Content

Member Content by Foster Family Office

A person is making a decision with too many options

Highlights from this April’s Canso Market Observer

With the tariff whiplash since Trump took office for the second time, the only certainty is uncertainty

April 25, 2025
Member Content

Member Content by Canso Investment Counsel Ltd.

Picture of gold key. Key for inclusivity.

Inclusivity is key for the future of family offices

‘Women want their investments aligned with their values’

April 21, 2025
Member Content

Member Content by PBY Capital

Incidence of work stress among lawyers has doubled in the past five years, study finds

20 to 25 per cent of law professionals report experiencing anxiety, double the rate of the average population

April 14, 2025
Member Content

Member Content by The Residence at Homewood

Symbol of Canada looking through a tunnel

How ongoing changes to Canada’s tax policy have charities looking at new ways to structure donations

If the cost of giving is less, Canadians will give more

April 7, 2025
Member Content

Member Content by PearTree Canada

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Fundamentals

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