How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations
Family office expert provides an overview of the top challenges faced when seeking to add value to the lives of clients
Family office expert explores how these organizations support the success of their clients well beyond wealth management
After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled
Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'
Two-day celebratory event is hosted by CBC anchor, features all the winner announcements, and includes live panel discussions with this year's finalists
Family office expert turns his lens on the MFO model and explains why its success can be seen in the transition of wealth from one generation to another
Advisor reflects on why the industry is ill-defined and outlines its key characteristics
Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity
What exactly is a family office? Top advisor explores the lack of a standard definition and what it means for this burgeoning industry in Canada
