This blog will be considered the final of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog & Part 2 blog. The Big Challenge With Traditional Family Offices: As mentioned above, the costs to operate a traditional family office are...
This blog will be considered Part 2 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog Client onboarding sounds as simple as opening some accounts and processing a few transfer forms, right? Well in fact there is a lot more that...
This blog will be considered 2 of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog. What Are The Services of a Family Office? Although the range of services provided to families via a family office business can vary widely, our experience is...
This blog will be considered 1 of a 3-Part series pertaining to Family Offices. Background: The term, ‘Family Office’, has become increasingly used within the wealth management industry in recent years. Unfortunately, there are many definitions of what a Family...
This blog will be considered Part 1 of a 4-Part series pertaining to Portfolio Implementation. There are surprisingly a lot of similarities between designing a custom-built home and designing a portfolio for an affluent family or foundation. When you build a custom...
Overview: Many people often incorrectly assume that affluent families don’t need to borrow money because they have money. Although on the surface, this may be true, the reality is that affluent families will periodically borrow money for various reasons, mostly tied...
Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family trusts. These affluent...
After a thirty+ year career in the Canadian wealth management industry, I’ve learned many things. One of my key learnings is that during bull markets – when ‘making money’ seems to be effortless – many affluent families become hyper-focused on the ‘rates of return’...
How can you find a great financial advisor – a true professional? This age-old question has long been answered with suggestions of requesting referrals from friends, doing internet searches, and asking standard questions of prospective advisors. Some of those steps...
Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial plan should be a comprehensive, forward-looking document, that examines items such as the family’s cash flow, balance sheet including all...
We are so excited to announce that our Annual Holiday Concert will be back in-person. On December 3rd, please join us along with your loved ones to enjoy some holiday cheer. The Oakville Wind Orchestra will be playing all the holiday hits to kickoff the holiday...
We are excited to announce our 2022 Fall Client Presentation for October 18, 2022. For those that cannot attend we will attempt to record the individual presentations, and circulate via video one week following the event. The Topics Covered Interest Rates and...
