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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…
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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…
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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…
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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…
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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…
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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…
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Outsourced Consolidated Reporting
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…
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XUS vs IVV: Which ETF Is Best?
As a Canadian investor seeking broad market exposure to US stocks, it is important to use the most appropriate ETF for your objectives based on your account type and transaction size. But, Canadian investors have several S&P 500 ETFs available…
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Investing for Climate: Strategies for Sustainable Wealth Growth
As the urgency of climate change continues to grow, more investors are recognizing the importance of integrating climate values into their investment portfolios. Investing for climate is not only a moral imperative but also a strategic approach that can yield…
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Is a Family Trust a Good Idea?
Is a family trust a good idea? Picture this: a maze of family trusts, promising shelter for assets and strategic tax benefits, yet concealing hidden complexities that could trip up even the most seasoned investors. While family trusts offer a…