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Montreal

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Life as serial tech entrepreneur puts Quebec VC in prime spot as investor

A promoter of women in tech, Annick Charbonneau of Accelia Capital is changing stigma surrounding female founders

September 16, 2024
Wealth

A photo collage: Left, father Jacques Maurice, who established the Jacques Maurice Group, now with over $9 billion dollars of AUM; and son, who founded the Guillaume Maurice Group in 2017, where he handles the discretionary management side, with AUM of about $800 million and average portfolio size ranging from $250,000 to $20 million.

Gaining trust of father’s clients one key to son’s success

Montreal wealth manager Guillaume Maurice shares what he learned from dad before founding his discretionary management firm, trends in clients’ needs, and what he might invest in

June 25, 2024
Family Business

A photo collage: Clockwise from top left: Stephen Jarislowsky of the Jarislowsky Foundation, Andrew Molson of The Molson Foundation, author and former senator André Pratte, book cover of Unseen Angels published by Les Editions LaPresse.

How Montreal families Molson, Jarislowsky, Pratte and others came together in a crisis

Book ‘Unseen Angels’ documents collaboration among Saputo, Bombardier, Trottier, Azrieli, Hewitt and other family foundations

June 21, 2024
Philanthropy

Photo collage: Lenka Martinek, left, and François Bourdon, managing partners at Sustainable Market Strategies, and Nordis Capital, co-founded by Bourdon: “climate change and social inequality will be the major challenges of our time and they will be borne out in financial markets.”

Asset managers Lenka Martinek and François Bourdon: alpha with impact

Montreal-based research firm Sustainable Market Strategies and its sister company, Nordis Capital, are focused on sustainability

June 13, 2024
Wealth

A partial stock chart showing upward trending fever lines from a sector that leverages AI applications. Investors looking beyond the pure artificial intelligence play can find opportunities in sectors leveraging AI applications, like industrial automation, healthcare, education and energy transmission.

Missed the early AI investing wave? There’s still hope

With excitement and valuations on pure artificial intelligence plays tipping higher, look to secondary, sustainable choices in the sector

April 11, 2024
Commentary

Michael Grondin: From third-gen entrepreneur to family office CEO

He talks about coaching younger clients, building resilient portfolios and making succession plans really work at Samara in Montreal

April 3, 2024
Fundamentals

Claudine Blondin Bronfman and Stephen Bronfman (grandson of Samuel Bronfman, of Seagram’s fame) created the Claudine and Stephen Bronfman Family Foundation, which supports a variety of local, national and international programs with an emphasis on creating and innovating.

Claudine and Stephen Bronfman have donated over $100 million

When Claudine Blondin married into Montreal’s Bronfman family, she pivoted from a marketing career to work with her own and the larger family’s philanthropy

March 28, 2024
Philanthropy

Tasso Lagios, Richter’s managing partner, has been working with some of Canada’s wealthiest families for more than two decades.

Tasso Lagios of Richter family office: two decades’ experience

Lagios brings his tax and mediation expertise to the Montreal-based firm working with private-business families

February 20, 2024
Fundamentals

VC Kevin O’Leary: “My mother said, ‘When you work for somebody, you’ve got to do exactly what they say.’ That was the last day I ever worked for anybody.”

Ice cream, dyslexia and mom: Kevin O’Leary’s journey

The investor and TV personality, including Dragons’ Den and Shark Tank, is starting a new venture to do with one of his passions: watches

January 2, 2024
Wealth

Sylvie Trottier of the Trottier Family Foundation: “When faced with a big, existential threat like climate change, no one foundation will be able to solve it on its own. But by working together, with other funders, policy makers, subject matter experts, and grassroots, local and national organizations, we can leverage our impact and actually start to move the needle.”

Montreal’s Trottier family foundation tackles ‘existential threat’

Sylvie Trottier, daughter of computer graphics firm Matrox founder, on tackling climate change, as well as projects in science, the environment, health and education

September 15, 2023
Philanthropy

Canadian Family Offices Newsletter