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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…
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Would You Rather Build a Complex Tech System or Simply Hire Another Admin?
As family offices grow, the volume of data grows with them. More accounts, more private assets, more custodians, and more reporting requirements. At some point, every wealth-holder or family office faces a pivotal question: Would you rather embark on an…
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Understanding What You Really Pay: Helping Investors See the Whole Picture
When investors divide their wealth among several advisors, it often becomes difficult to get a clear picture of how much they’re really paying in fees. That was the situation for one of our client’s holding companies, which had split approximately…
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How Canadian Family Foundations Manage Their Investment Portfolios
Across Canada, family foundations take many forms—from small, entrepreneur-led charities to large, multi-generational organizations with dedicated staff and professional advisors. How these foundations manage their investment portfolios can vary dramatically, depending on their size, history, and governance structure. Below are…
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Debating the Unique Role DAFs in Canadian Philanthropy
Donor advised funds (“DAFs”) are one of the fastest-growing charitable structures in Canada. For good reason! They provide donors with a strategic vehicle for their philanthropy and create the opportunity to enhance charitable giving. Billions of dollars are flowing into…
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Are You Paying Too Much for Investment Advice?
When it comes to investment advice, many wealthy families are paying far more than they realize. The standard model of charging a percentage of assets under management (AUM) seems innocent enough. But hides conflicts of interest. Since, the bigger your…