Tag

next gen

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Aubrey Dan and his wife, Marla, founded the Aubrey and Marla Dan Foundation (AMDF) in 2002.

Aubrey and Marla Dan Foundation: focus on youth

Funded annually from the Dancap Family Investment Office, the foundation addresses homelessness and mental health, and also supports education, health, and community development

August 29, 2024
Philanthropy

KingSett Capital private equity real estate investment firm founder and executive chair, Jon Love, who recently moved from CEO to executive chair: “I can't just walk away from our investors, and that includes my own family who are invested in the business. I have to have a leadership team that's ready.”

KingSett founder Jon Love on success in real estate investing

Son of Oxford Properties founder created Toronto-based private real estate investment firm for institutional, family offices and wealthy investors

July 18, 2024
Family Business

Zev Mandelbaum, chief executive officer and president of Toronto-based Altree Developments: “Our family history is one of resilience and perseverance. Both sides survived the Holocaust, and my grandfather got knocked down repeatedly over his life and business career, and always got back up.”

How Zev Mandelbaum’s developer family aims to avoid ‘shirtsleeves to shirtsleeves’

Toronto-based CEO of Altree Developments is a third-generation member of the family behind H&R REIT

June 27, 2024
Family Business

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

Michael Prittie, left, founder of Ottawa-based Prittie Private Wealth, transitioned the business to his son, Adam Prittie.

‘Do what is right, not easy:’ Ottawa advisor follows in dad’s steps

In honour of Father’s Day this weekend, we profile the succession story of Prittie Private Wealth

June 11, 2024
Family Business

Mattamy Homes and Peter Gilgan Foundation founder Peter Gilgan, left, with daughter Stephanie Trussler, executive director of the foundation.

Mattamy founder’s Peter Gilgan Foundation gives millions

With initial focus on health care, next gens expanding mandate to children, families, sustainability and international development

May 30, 2024
Philanthropy

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

A photo illustration of a child's hands holding the world, with diffuse lights in the background. Changing the world through philanthropy requires a thought-out plan.

Family giving: From personal tragedy to family legacy

Stories of family giving and advice on how to approach philanthropy from archive stories in Canadian Family Offices

December 22, 2023
Philanthropy

From left: Jyoti Stephens, vice-president of mission and strategy; Arjan Stephens, president; Arran Stephens, chair and co-founder, and Ratana Stephens, member of the board of directors and co-founder of Nature’s Path.

Nature’s Path: how next gen was inspired to lead at firm

Richmond, B.C.-based breakfast and snack-food company grew from a journey to India and a meeting of the minds around sustainable food

November 20, 2023
Family Business

Jordie Burton, a director with the family’s James A. Burton and Family Foundation: “Our family foundation is something that we are building together as a family, as adults. It is really different than growing up with siblings in a business environment that you might play a role in.”

Next gen on how 7 kids, 14 grandkids plus dad work together

When Jim Burton exited his business, PPI Management, he created the Ottawa-based James A. Burton and Family Foundation as project for the whole family

November 2, 2023
Philanthropy

Canadian Family Offices Newsletter