• Preventing family office payment fraud is a key area of concern for investors. And, protecting investors from payment fraud is a key service of many family offices. This post describes some of the ways family offices are the target of…

  • 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…

  • 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…

  • Investors often grapple with an investing paradox. While the stock market is a fantastic place to grow wealth, most individual stocks are not. The phenomenon of the average stock return can be puzzling. But understanding it is crucial for developing…

  • 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…

  • The original S&P 500 stocks were re-introduced in 1957 as a stock market index to track the value of the 500 largest listed American companies including all sectors. What would have happened if an investor had bought the original S&P 500 stocks in…

  • Most accountants know the best way to streamline an accounting practice is to successfully apply technology. But an often-overlooked aspect of streamlining an accounting practice is becoming more strategic about partnerships. So, this post will describe how working with a…

  • What constitutes a “good” rate of return can be elusive and highly subjective, varying significantly from one investor to another based on their individual financial goals, risk tolerance, and investment horizon. However, the concept of rate of return is pivotal…

  • T3010 Compliance for Family Foundations is an important consideration. Our family office manages several family foundations. And, there are a few things in the T3010 for 2024 that have caught our attention. Before we begin, let’s put your financial knowledge…

  • What does a family office do? Great question! As a personal CFO, our family office is focused on reducing the administrative burden of wealth, so that our clients can focus on more important parts of their life. Whether this is…