Tag

wealth management

Stories continue below

Photos of Joseph Abramson, Janet Bannister and Alik Sokolov.

Never mind Big Tech. Family offices find fertile ground among AI upstarts

The next opportunity is Canadian seed-stage firms with proprietary data: ‘We are seeing more and more homegrown tech’

4 days ago
Wealth

Crisis at her family’s business put Wendy Sage-Hayward on path to advising others

Experience with ‘a 50-cousin partnership’ led to teaching at UBC and roles at Family Enterprise Canada and FEA program

5 days ago
Fundamentals

‘So much wealth being created in this country’: Grayhawk’s Aurélie Jaclot

CEO leads ‘Version 2.0’ of Grayhawk, cultivating access to alternative investments and leveraging Sagard’s alt-asset resources

October 2, 2024
Wealth

Pictures of Kelly Burke and Mary Hermant

New advisory firm brings extensive SFO experience to the table

Founding partners at Chamberlain Family Office Advisors ‘have lived the dream that we’re trying to solve for’

September 30, 2024
Fundamentals

Next-gen of Terry Matthews family goes all in on cleantech

Owen Matthews aims to heal the planet with his Emend Vision Fund, and he’s persuading other families to join him

September 26, 2024
Wealth

family office Canada wealth professionalization

‘Professionalization’ is word of the day at family offices in Canada

Internal improvements needed as investment world expands, complexity surges and families grow in size and wealth

September 24, 2024
Fundamentals

family office Northwood Toronto wealth management

So you just won the lottery: Advice from a family office

After helping multiple winners navigate, Andrew Jeffery offers a comprehensive plan, and a few words of advice

September 18, 2024
Commentary

Patrick O’Connor steps into national spotlight with network of FO advisors

Founder of Blackwood builds team to offer advisory services to investment, legal and financial firms across Canada

September 11, 2024
Fundamentals

Kevin Algar: Families have financial planners but ‘lack comprehensive financial plan’

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

September 10, 2024
Fundamentals

Kevin Dehod, president at Calgary-based CWB Wealth Partners: “It's challenging as an independent boutique to grow your business past $1 billion.”

Kevin Dehod of CWB: impact of $900 million AUM exit

Calgary-based president of CWB Wealth Partners says move from owner to investor mindset allows him to help clients – including business owners, family offices

September 4, 2024
Wealth

Canadian Family Offices Newsletter