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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

From left, Nona Louise Macdonald, director and secretary of the board, and niece of Nona Macdonald Heaslip; and Brenda Radford, director and niece of Bill Heaslip.

‘We are the living memory of our aunt and uncle’

Created by the co-founder of clothing retailer Grafton and his wife, the Toronto-based William and Nona Heaslip Foundation supports arts, education and health care

July 31, 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

River Ewing, principal at Hadley Family Office, based in the Greater Toronto Area: “The key for us and the sector is to attract more Canadian investors to the capital investment table. Otherwise, Americans will come in and fill up the space at the table.”

Hadley Family Office finds success through search investing

Third-gen River Ewing aimed to transition the family business to an investing family in this rapidly growing sector

May 7, 2024
Fundamentals

Kelly and Michael Meighen of the Meighen Family Foundation, which grants millions of dollars to projects supporting vulnerable people primarily in Ontario and New Brunswick.

Meighen family look to third generation to run foundation

Meighen Family Foundation was founded by Ted Meighen, son of former Prime Minister Arthur Meighen, now run by former senator Michael Meighen and his wife, Kelly, and their sons

May 3, 2024
Philanthropy

Solcz Family Foundation founding members, from left: Len, Michael Jr., Michael Sr., Doreen, Marty, and Mark Solcz.

What Windsor manufacturers Solcz family did after sale of global firm

The family behind Valiant Machine & Tool Inc., which grew global and supplied firms like Boeing and Ford, created a family office and family foundation, awarding over $7.8 million

April 19, 2024
Philanthropy

Mother-daughter founders of Lifted Movement, Kate, left, and Kiara LeBlanc.

Ski accident led LeBlancs to create Lifted Movement

The Vancouver family who founded aromatherapy firm Saje, found a silver lining in the rehab needs of their daughter

April 9, 2024
Family Business

Canadian Family Offices Newsletter