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Hands protect a scale with coins. Conducting due diligence when choosing a money manager involves a complex process that includes qualification and background checks, but when it comes to meeting in person, asking the right questions is key.

Tough questions to ask prospective money managers for a family office

Part of the due diligence for investors is getting the answers that give them a high degree of comfort with the manager who will be assuming stewardship of their capital

April 28, 2022
Wealth

Canadian Family Offices Newsletter