-
4 weeks ago | 
canadianfamilyoffices.com | Mary Gooderham
Donor-advised funds are the fastest growing vehicle for charitable giving in Canada, and their popularity is no surprise to Jo-Anne Ryan, vice president of philanthropic advisory services at TD Wealth. DAFs, as they’re called, help wealthy donors incorporate philanthropy into their financial and estate plans, she says, giving them a charitable legacy without the administrative complexities of establishing a private foundation.
-
Sep 17, 2024 | 
timescolonist.com | Mary Gooderham
Divorce is costly at any age, but couples who split between 40 and 55 years old often take an especially painful hit, decimating the funds they need for retirement. For many, it means selling a family home they’ve been trying to pay off and taking on mortgage debt again.
-
Sep 17, 2024 | 
vancouverisawesome.com | Mary Gooderham
Divorce is costly at any age, but couples who split between 40 and 55 years old often take an especially painful hit, decimating the funds they need for retirement. For many, it means selling a family home they’ve been trying to pay off and taking on mortgage debt again.
-
Sep 17, 2024 | 
theglobeandmail.com | Mary Gooderham
-
Jul 17, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1Wealthy families can’t afford to make mistakes and lose the human side of things, says Crysalia co-founderAuthor of the article: • Canadian Family Offices • Article contentGrowing up in a large entrepreneurial family and as a pioneer of the family office space, Patricia Saputo knows the challenges of wealth for individuals and families.
-
Jul 10, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1Winnipeg portfolio manager on his ‘pension style’ investing approach and how his firm is positioned for the futureAuthor of the article: • Canadian Family Offices • Article contentPortfolio manager Rob Tétrault redefines diversity when it comes to bringing alternative investments into asset mixes.
-
May 22, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1Opportunities in ASEAN countries especially are the ones to watch. But don’t write off Hong Kong just yetAuthor of the article: • Canadian Family Offices • Article contentA deep immersion in Asia has given David Pong, a global capital markets and investment professional, an appreciation of the region’s diversity as well as the challenges and opportunities it presents for high-net-worth investors.
-
Apr 30, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1As CEO at First Avenue, he oversees investments in property development and private equity, and runs a robust family officeAuthor of the article: • Canadian Family Offices • Article contentAt a young age, Kash Pashootan studied the inner workings of businesses, from the inventory of the shops where his parents took him to buy his first bicycle to how Red Lobster selected the goodies for young customers in its post-meal treasure chest.
-
Mar 24, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1Son of finance minister Michael Wilson offers a gentler ride for investors who have near-term or medium-term goalsAuthor of the article: • Canadian Family Offices • Article contentGeoff Wilson has spent more than three decades investing on behalf of clients, including 23 years as a portfolio manager at TD Asset Management, where he oversaw mutual fund products with more than $75 billion in assets.
-
Feb 25, 2024 | 
canadianfamilyoffices.com | Mary Gooderham
Advertisement 1For founder of Calgary multi-family office, giving up control hasn't been easy, just like with the wealthy families he advisesAuthor of the article: • Canadian Family Offices • Article contentSuccession planning is a big part of a family office’s duties. Advisors help clients transition wealth, assets and even generational businesses between people with vastly different time horizons, expectations and personalities.
