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advisor

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Straight from real business families: how not to mess up the next gen

Ten recommendations for fostering intergenerational dialogue and engagement, based on advisor interviews

October 13, 2023
Commentary

Wendy Smith, managing partner at DEI consultancy Advanced Inclusion: “DEI is not merely a passing trend or a social ideology; it's a reflection of our evolving society and best business practices.”

Why economist Wendy Smith went from trading floor to DEI work

‘Often, we witness firms enthusiastically embracing a multitude of DEI [diversity, equity and inclusion] initiatives, only to exhaust their resources … within six months or a year’

September 26, 2023
Fundamentals

Life in single-family offices was lonely, so Steve Ivacko sought greater community

Vancouver advisor moved to multi-family offices and revelled in the collaborative process of earning FEA designation

April 24, 2023
Fundamentals

‘Young money’ advisor builds different kind of wealth management firm

Young, driven and with no university degree, he’s helping self-made entrepreneurs live the ‘Canadian dream’ and find a seat at the table

February 16, 2023
Fundamentals

Single vs. multi: Know your family office types

How exclusive your family office is depends on your net worth

June 15, 2021
Commentary

How to find the right family office for you

Choosing the ideal multi-family firm might be one of the most important decisions of your life

June 15, 2021
Commentary

Canadian Family Offices Newsletter