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investment management

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Geoff Wilson investing fund portfolio

Geoff Wilson’s new venture: smoother path ‘using volatility as asset class’

Son of finance minister Michael Wilson offers a gentler ride for investors who have near-term or medium-term goals

March 25, 2024
Wealth

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Capital appreciation for multigenerational wealth transfer a chief aim of family offices: survey

Goldman Sachs report also noted more than half invest through in-house resources

August 11, 2021
Wealth

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Inflation a headscratcher for investors

Whether cost increases are temporary or the new normal, high-net-worth investors have options

June 28, 2021
Wealth

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Family offices are flourishing – and like snowflakes, no two are alike

The family office sector in Canada is booming; there are probably 250 to 300 in the Toronto area alone

June 24, 2021
Fundamentals

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What services do family offices offer?

Wealth management is only one pillar of the bespoke resources they provide to clients

June 15, 2021
Fundamentals

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