Tag

cash

Stories continue below

A photo collage of three family office executives. From left, Arthur Salzer of Northland Wealth Management in Oakville, Ont., Brad Jesson of Northwood Family Office in Toronto and Scott Smith of Viewpoint Investment Partners in Calgary.

Three family office executives on how they are handling cash

Challenge for investors: higher interest rates bode well for holding cash, but make for a high hurdle to allocate to other asset classes

April 23, 2024
Wealth

A photo collage of three headshots: From left: Brad Jesson, principal at Toronto-based Northwood Family Office; Gregory Moore, a partner and portfolio manager at Montreal-based Richter business and family office; Keith McLean, executive vice-president and portfolio manager at Calgary-based Viewpoint Investment Partners.

Three overlooked hurdles for family offices in 2024

Family office and portfolio experts project problems and offer advice, given the expected environment for this year

January 30, 2024
Fundamentals

Placeholder image for Canadian Family Offices.

Risk-reward considerations for determining cash allocation

Though cash allocation levels among the ultra-high-net-worth returned to near-pre-COVID levels, there are still reasons for caution

October 18, 2021
Wealth

Placeholder image for Canadian Family Offices.

When COVID hit, cash was king. But that didn’t last

There was a big shift into cash last year among high-net-worth investors. But as markets bounced back, allocations returned to near-normal

September 9, 2021
Wealth

Placeholder image for Canadian Family Offices.

The ins and outs (and pitfalls) of borrowing from your own company

How to extract money from your corporation while avoiding tax complications

June 14, 2021
Commentary

Advertisement