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Many strategic philanthropists ask a simple question as they progress their charitable journey: Should we use a donor-advised fund or a private foundation? Over time, however, philanthropists with growing complexity often discover that the better question is not which vehicle,…
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Stepping Into Family Wealth Stewardship: Next-Gen Challenges
Stepping into the role of “point person” for your family’s wealth and investments is both an honour and a burden. It can feel exciting and purposeful but also heavy and awkward. Many next-gen investors don’t plan to make this their…
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Three Ways to Get Unbiased Financial Planning Advice Before Selling Your Business
When someone is preparing to sell a business, financial complexity tends to spike all at once. A future liquidity event collides with legacy obligations from a prior divorce, questions about lifestyle and cash flow, the need to update an estate…
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Growing Up Wealthy: Learning to Spend with Intention
Growing up around wealth profoundly shapes how spending feels. For many heirs and wealthy adult inheritors, spending what others earn in a year during a single month doesn’t register as reckless or indulgent, it simply feels normal. When high spending…
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Most Investors Don’t Want to Practice Wealth Management
I read a lot of commentary from wealth management pundits telling investors everything they should be doing. This is especially true when the conversation turns to family offices. In theory, doing these things makes sense. In practice, it often misses…
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The Case for Investment Transparency in Philanthropy
Investments often represent the majority of a foundation’s assets, yet they remain one of the least visible parts of how philanthropic capital is governed. While grant making is typically well documented and publicly shared. Investment decisions, such as who makes…
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Why Donors Give: The Motivations of Canadian Philanthropists
Why people give is often more complex than tax receipts or headlines might suggest. Philanthropy is often shaped by a mix of personal values, social context, family history, and a quiet sense of responsibility that sits alongside the role of…
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What Canada’s 2025 MFO Survey Really Reveals About “Family Offices”
The newly released Canadian Family Offices Multi-Family Office Landscape 2025 report provides a clear view into what Canadian Multi-Family Offices (“MFOs”) actually look like; who they serve, how they charge, and how they operate. But beneath the numbers lies a…
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The 9 Most Common Asset Classes Used by Canadian Investors
Investors in Canada rely on a core set of asset classes to create balanced, resilient portfolios. Each asset class behaves differently—its volatility, expected returns, and correlation patterns shape how it contributes to long-term wealth. Clear understanding of these characteristics, along…
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Active Returns: More Than a Simple Calculation
Active return is one of the most important measurements investors should make with their portfolios. And a full understanding of active return can provide powerful insights into how your investments are performing. Many investors often compare their portfolio’s performance to…