One of Canada’s top independent family offices took home the hardware last week winning a prestigious award at the 2015 Family Wealth Report Awards.
Your clients are inclined to place too many eggs in one basket, but a stock's dramatic collapse is offering a cautionary tale you can use to sell your expertise.
In the second of two parts, Pangea Private Family Offices CEO Declan Ramsaran follows Northland Wealth Management CEO Arthur Salzer’s comments from yesterday on CRM2. Advisors might want to pay attention.
Northland Wealth Management CEO Arthur Salzer and Pangea Private Family Offices CEO Declan Ramsaran talk turkey when it comes to CRM2. With our CRM2 issue out shortly, their remarks are timely and welcome.
WP's Top 50 advisors list is highlighting a regional divide among industry professionals, where the wealth of clients in one province is quickly eclipsing that of others. Are you in the right spot?
Last year’s list was so well received by advisors there was no choice but to do it again in 2015.
One of the world’s largest investment managers is pushing farther into socially responsible investing. Are advisors aware of their clients’ big-picture wishes?
Northland Wealth Management CEO explains how advisors can use the Family Office template in their own businesses.
One of Canada’s largest banks is spending $5.4 billion on a Los Angeles-based bank. The move suggests the banks have few growth opportunities left in Canada.
A Toronto-based multi-family office garners additional interest south of the border. There appears no end to the good news in this niche segment.