OVERVIEW The market volatilities of the past year have served as a strong reminder that investing in a globally, intertwined economy is not without risk; risk that can be managed if portfolios are structured prudently, but still risk. For affluent...
A Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require. This model...
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
Challenges for Family Wealth The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking...
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...
The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...
A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against his...
OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
