CIBC Wood Gundy

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations

Top concerns of multi-family office clients

Family office expert provides an overview of the top challenges faced when seeking to add value to the lives of clients

The multi-family office – services and expertise

Family office expert explores how these organizations support the success of their clients well beyond wealth management

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

Advisor joins Canaccord from rival independent

Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'

Don’t miss your chance to attend our 2021 awards show

Two-day celebratory event is hosted by CBC anchor, features all the winner announcements, and includes live panel discussions with this year's finalists

The multi-family office: Structure to support success

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

The Canadian single family office: Defining the inherently unique

Advisor reflects on why the industry is ill-defined and outlines its key characteristics

On a mission to help more advisors serve more clients

Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity

The Canadian family office: an industry in its infancy

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