Tag

investing

Stories continue below

Video: Where Thane Stenner would invest $100 million

‘The good news is there’s a lot of opportunities, but they’re just not in the traditional U.S. market right now’

September 4, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

The Founder Discount: Why being indispensable can cost you millions

‘The founder hasn’t become the problem. The business has simply become too dependent on the person who built it’

September 3, 2026
Commentary

For founders, retirement is about more than walking away

‘Retirement works best when it is not framed as an ending, but as a transition into another meaningful chapter’

August 31, 2026
Commentary

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 2

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 6-10. Last week: Worries 1-5

August 18, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

How Prem Watsa built a family business for the centuries: A one-on-one with David Thomas, author of ‘The Fairfax Way’

‘You add compassion to capitalism, and it becomes, in Prem’s way of thinking, the most efficient way of creating capital that sustains itself’

August 13, 2026
Video

Family meeting financial adviser for house investment

BULLWEALTH’s Randy Gunn: ‘If you do it right, you become an extension of your client’s family’

From understanding risk-return metrics to benefitting from the CFA designation, long-time CFA Society Toronto member shares lessons that have shaped a career focused on impact.

August 7, 2026
Fundamentals, Partner Content

A grandmother passing a tree to her next generation

From corporate wealth to lasting legacy: how business owners can maximize charitable giving, reduce taxes and preserve more of their wealth

One of the most powerful opportunities arises when publicly traded securities with accrued gains are donated directly to a registered charity

August 5, 2026
Commentary

Weathering future storms: Highlights from Canso’s July 2026 Market Observer

‘Investors should take a hard look at their portfolios to ensure they have the flexibility and capacity to take advantage of a sell-off fuelled by a wholesale deleveraging.’

August 3, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

More trust planning opportunities exist in the U.S. for wealthy families

It’s essential to do estate planning in the jurisdiction where you have your assets—and that will lead to multiple sets of extremely important documents

July 30, 2026
Estate Planning

How the Bélisle family office is integrating AI into its processes

Claudie Bélisle-Desjardins discusses how she is integrating artificial intelligence into all aspects of family office processes, how this drives efficiency, and why getting up to speed on this technology now is key.

July 30, 2026
Member Content

Member Content by PBY Capital

Canadian Family Offices Newsletter