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Alberta

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Kevin Algar: Families have financial planners but ‘lack comprehensive financial plan’

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

September 10, 2024
Fundamentals

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’s drive to bring commodities diversification to Canadian investors

CIO shares thoughts on working with regulators to bring commodities to a wider market through ETFs and mutual funds

August 12, 2024
Wealth

Wayne and Eleanor Chiu: “It was very difficult in the very first few years, as we did not have a lot of capital. We worked extra hard to earn the trust of the developers so they will give us opportunities to build in their areas.”

Calgary couple started with an ice cream shop, turned it into successful builder Trico

Wayne and Eleanor Chiu, originally from Hong Kong, now have second generation involved in the family business and charitable foundation

July 11, 2024
Family Business

Matt Knight, executive director of Edmonton-based Alberta Business Family Institute at the Alberta School of Business at the University of Alberta: “We … help families thrive in their businesses and, when they are successful, in structuring their wealth management for the next generations.”

Matt Knight at Alberta business families centre: from startup to exit

From consulting at Molson Coors and other family businesses to co-founding his own, the head of Alberta Business Family Institute understands their unique challenges

June 7, 2024
Family Business

In handover to son, John Amonson of Unbiased ‘walks the succession walk’

For founder of Calgary multi-family office, giving up control hasn’t been easy, just like with the wealthy families he advises

February 26, 2024
Fundamentals

The Rathwell siblings, from left: Jordan, their father John, Brianna Bruce and Jonathan.

From oil and gas, to wealth management, to the next gen

Rathwell Financial, in Alberta, founded by John Rathwell: ‘I found people who were successful and interviewed them to learn their secrets’

October 6, 2023
Family Business

Making a difference in healthcare: Douglas Hunter and family

Alberta family created an umbrella of mental-health groups to co-ordinate and make care more efficient

January 6, 2023
Philanthropy

Canadian Family Offices Newsletter