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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…
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Streamline An Accounting Practice: Family Office Partnerships
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…
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T3010 Compliance for Family Foundations: 2024
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…
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What Does a Family Office Do?
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…