• 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • Outsourced Consolidated Reporting can be critical to successful investment management. The problem is most investors don’t know what they’re missing. When, they’re often missing the big picture and can only estimate their portfolio value and performance. Instead of knowing the…