Tag

FOCEO

Stories continue below

Nancy Marshall family office

Nancy Marshall at Prime Quadrant: Don’t put clients on a pedestal

No matter how wealthy, families need frank advice from advisors who are unafraid to ask tough questions

July 31, 2023
Fundamentals

Sascha Isaacs of Richardson Wealth Private Family Office: “Women are an integral part of the future of finance and leaders in the industry need to do more to encourage women to enter and stay in the industry.”

Sascha Isaacs of Richardson Wealth family office: career path to VP

Isaacs is vice-president and portfolio manager at Richardson’s Family Office Wealth Counsel, for clients with $25 million-plus in assets

April 14, 2023
Wealth

Neil Nisker and Tim Cestnick our family office

Co-founders of Our Family Office bring decades of world-class experience

Neil Nisker and Tim Cestnick talk about how they combined forces to form one of the top wealth management firms in Canada

February 23, 2023
Fundamentals

wealth HNW family office

‘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

family office Canada

As ‘godfather’ of family offices in Canada, Tom McCullough and his vision stand test of time

He created a new concept of family management for his own family and others. ‘We really were pioneers’

August 30, 2022
Fundamentals

Advertisement