Category: Foundations
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Top 10 Reports Our Clients Are Using Right Now
Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our clients rely on, from evaluating manager performance to understanding asset allocations. Each report provides critical insights into different aspects of investment strategy and risk management. 1. Manager Evaluation What it…
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Customized Reports Tailored to Your Specific Needs
If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This post describes how we leverage Addepar to create customized reports tailored to investors with shareholder advocates. Manually pulling this data together is not only time-consuming, but it also introduces room…
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Is Insurance an Asset Class?
Whole life insurance can provide several diversification benefits to wealthy Canadian investors. Particularly for investors with holding companies. By offering a mix of tax-efficient growth, risk management, and estate planning advantages. But, there are some significant drawbacks such as costs and transparency. So, is insurance an asset class? This post will explain. Tax-Deferred Growth Within…
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Modern Wealth Management: Bridging Generations, Values, and Technology
Wealthy families are facing complex challenges that span generations. Whether it’s transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or navigating the emotional side of wealth transfer. These challenges often involve more than just financial considerations—they encompass tax issues, values, and family dynamics. By bridging generations, values, and technology, our…
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How Much Cash Should Be in Your Portfolio?
How Much Cash Should Be in Your Portfolio? If I told you your portfolio grew from $40 million to $140 million over the past decade, you might immediately feel a sense of satisfaction. After all, that’s remarkable growth by any measure. But what if I told you that if you had simply used an ETF…
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5 Key Investing Principles to Build Long-Term Wealth
Investing is often perceived as complex, but the truth is, a few simple principles will set you on a path toward financial freedom. Whether you’re just starting out or looking to refine your strategy, these five key investing principles will guide you to make smart, sustainable decisions. 1. Spend Less Than You Make This principle…
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How to Evaluate Investment Managers: A Guide to Making Informed Choices
When choosing an investment manager, many investors rely on personal connections. Someone they know, like, or trust. Often, these managers are passed down through generations of family, creating a sense of familiarity. While this desire for comfort is understandable, it can lead to a lack of objective evaluation. Potentially, risking your financial future. Some investors…
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Impact Investing for Foundations: Are You Ready?
Impact investing for foundations is a hot topic, but often mis-understood. This post will demystify impact investing for foundations by providing practical advice to aid your foundation’s impact investing journey. Impact investing has become a powerful tool for foundations looking to align their financial strategies with their mission. By making investments that generate both financial…
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Who Gives the Most to Charity? Rich or Poor?
When considering “Who gives the most to charity?” the answer is increasingly the wealthy. Charities are acting rationally by targeting donations from the rich. Since. It’s more efficient than soliciting small donations from the poor. The affluent can also provide substantial contributions with far less effort, allowing charities to achieve their goals more effectively. Focusing…