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Calgary

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From boarding house to benefactor: Don Taylor and the commitment to community

A hardscrabble childhood made him determined to succeed—and to honour his promise to help others

December 11, 2024
Philanthropy

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

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 turned layoff 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

Keith McLean, executive vice-president at Viewpoint Investment Partners: “Following the old adage that history does not repeat itself, but it often rhymes, these similarities [to the 1970s] are important to consider as they pre-dated a challenging period of inflation that did not end until the mid-1980s.”

Viewpoint’s Keith McLean: investing during stubborn inflation

The executive vice-president at Calgary-based Viewpoint Investment Partners on how the firm is responding to 1970s-like conditions

March 12, 2024
Wealth

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

Manjit Minhas, CEO and co-founder of Minhas Breweries, Distillery and Wineries and venture capitalist on CBC’s Dragons’ Den, in the company’s winery and distillery area, newly added to the micro-brewery in 2019.

Dragon Manjit Minhas: From side hustle to $200 million liquor firm

Co-founder of Calgary-based Minhas Breweries, Distillery and Wineries and a VC on reality show Dragons’ Den discusses business and investing

February 1, 2024
Wealth

Arlene Dickinson: Dragons’ Den star, businesswoman, investor, author, and founder and managing general partner at Calgary-based District Ventures Capital, which invests in the food and beverage and health and wellness sectors.

Arlene Dickinson: what works in venture capital

The Calgary Dragons’ Den investor on her family’s immigration experience, working for free and what shaped her as an entrepreneur and venture capitalist

January 25, 2024
Wealth

Peter Mann, co-CEO of Grayhawk Wealth: “You can't be everything to everyone or you're nothing to anyone.”

Grayhawk’s co-CEO Peter Mann: wealth, investing and family challenges

The co-CEO of the Calgary-headquartered multi-family office: ‘A family of extreme wealth has so many underlying complexities that are not monetary’

December 5, 2023
Fundamentals

Two generations of SM2 Capital’s leaders – In front, from left: founders and board directors Shiraz Ali and Mohamed Ali. In back, from left: Jamil Ali, President and COO; Riz Bharmal, CFO; Naim Ali, CEO; and Hafiz Ali, Chairman and CIO.

Six immigrant families who flourished after arriving in Canada

They made the most of their lives here by launching businesses that would ultimately become successful, high-profile operations

December 1, 2023
Family Business

Canadian Family Offices Newsletter