Tag

wealth management

Stories continue below

Illustration of a family office executive filling out a survey at her computer, used in this article promoting the 2026 Canadian Family Offices Multi-Family Office survey, which is now available to be completed by multi-family office representatives.

Canadian Family Offices’ third annual multi-family office survey has launched

Take the survey and contribute to ‘The Multi-Family Office Landscape in Canada 2026,’ our must-read report on the state of MFOs

August 11, 2026
Fundamentals

Family meeting financial adviser for house investment

BULLWEALTH’s Randy Gunn: ‘If you do it right, you become an extension of your client’s family’

From understanding risk-return metrics to benefitting from the CFA designation, long-time CFA Society Toronto member shares lessons that have shaped a career focused on impact.

August 7, 2026
Fundamentals, Partner Content

An elderly executive watches a pile of cash burn, illustrating the danger of the third-generation curse resulting in a squandered family fortune

“Squandered” puts the spotlight on the risks and pitfalls of family succession

A new book by the team at Foster Family Office explores the strategies successful families can employ to avoid the third-generation curse of squandered wealth

August 6, 2026
Wealth

Weathering future storms: Highlights from Canso’s July 2026 Market Observer

‘Investors should take a hard look at their portfolios to ensure they have the flexibility and capacity to take advantage of a sell-off fuelled by a wholesale deleveraging.’

August 3, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

More trust planning opportunities exist in the U.S. for wealthy families

It’s essential to do estate planning in the jurisdiction where you have your assets—and that will lead to multiple sets of extremely important documents

July 30, 2026
Estate Planning

How the Bélisle family office is integrating AI into its processes

Claudie Bélisle-Desjardins discusses how she is integrating artificial intelligence into all aspects of family office processes, how this drives efficiency, and why getting up to speed on this technology now is key.

July 30, 2026
Member Content

Member Content by PBY Capital

A photo of a well-to-do family interacting, illustrating the need for parents to have frank, open conversations with children about wealth

‘The biggest secret in the world’: How to talk to children about wealth—and why you should

Talking about wealth is core to children’s financial education. It’s never too late for families to start the conversation

July 27, 2026
Life & Family, Summer Wealth Special Report

Rethinking real estate: How family offices are looking at property strategies in a new light

More investors are embracing opportunities outside traditional markets and seeking experienced partners for support

July 27, 2026
Member Content

Member Content by Equiton

What single-family offices should look for when hiring non-family members

When SFOs hire outside the family, strategic planning—and a clear understanding of the skills they need—is the place to start

July 23, 2026
Family Business, Fundamentals

The long goodbye: Thane Stenner on why the hardest part of succession is letting go—and how the right advisor helps founders do it

In nearly half of family-business transitions, the founder simply can’t step away. Stenner’s answer: bring in an independent facilitator. ‘I’ve facilitated many family meetings and lately I am bringing in a third-party consulting or advisory group, because I want the potential transition to go even better than I could facilitate.’

July 21, 2026
Member Content, The Next Gen

Member Content by Stenner Wealth Partners+

Canadian Family Offices Newsletter