Which Heating Systems Cost More to Insure in Ontario? | MyChoiceWhich heating systems cost more to insure? See how oil, electric, propane, heat pumps and hot-water systems compared with gas in Ontario quotes. Oct 22 26October 22, 2026Article at mychoice.ca
Planning a family wealth meeting? Here are five steps to takeA successful first meeting with a client’s family has less to do with revealing numbers than understanding their goals, family dynamics and, above all, providing a forum for these discussions to finally happen. Oct 05 26October 05, 2026PDF at theglobeandmail.com
With valuations rising and PE joining in, investment in pro sports grows at the family officeFor UHNW families, an investment in pro sports is an opportunity to own a piece of a diversifying, growing sector—and connect with community Jul 02 26July 02, 2026Article at canadianfamilyoffices.com
Joé Harvey, co-founder of Femmes en Santé, on improving women’s health through policy, collaboration and sheer will'Impact comes from bringing together people who usually operate in different spheres: clinical practice, policy, finance, innovation and corporate leadership. When those perspectives meet, new ideas emerge and collaborations form May 19 26May 19, 2026Article at canadianfamilyoffices.com
Wealthy Canadians should prepare for audits focused on these areasThe CRA is investing in advanced data analytics and AI to optimize compliance processes and identify gaps Apr 21 26April 21, 2026Article at theglobeandmail.com
Advisors are accustomed to helping clients manage loss, but what about their own grief - The Globe and MailFor advisors, the grief process is often a solo journey, with few obvious resources available. Mar 23 26March 23, 2026PDF at theglobeandmail.com
After a ‘lost decade,’ hedge funds again find favour with family offices in CanadaBut high-dollar hurdles and the need for dedicated due diligence are holding some family offices back Mar 03 26March 03, 2026Article at canadianfamilyoffices.com
Next Generation: From succession planning to taking a more global approach'In contrast to here, there’s a conservatism in the policies in Europe where capital preservation is really at the forefront' Feb 12 26February 12, 2026Article at canadianfamilyoffices.com
Globe Advisor’s Best of 2025: The great wealth transfer takes centre stageThe $1-trillion-plus wealth transfer is already underway; advisors can provide great value to clients and retain the next generation by being proactive Dec 30 25December 30, 2025Article at theglobeandmail.com
How small business clients are faring after a year of uncertaintyEntrepreneurship has been romanticized but the realities have started to hit home Dec 16 25December 16, 2025Article at theglobeandmail.com
‘Very exciting time to be investing’: A deep dive into the promise of Canadian defence techHNW investors are looking at the sector with fresh eyes, though ‘the opportunity has yet to fully reveal itself’ Nov 18 25November 18, 2025Article at canadianfamilyoffices.com
Why younger clients may be overlooking living benefits insuranceThe financial impact of a critical illness or disability can be significant Oct 14 25October 14, 2025Article at theglobeandmail.com
RESP Leftovers: Four Ways to Put That Money to WorkUnsure what to do with unused RESP money? Know your options and tax implications before you save, transfer, withdraw or donate. Oct 02 25October 02, 2025Article at NerdWallet Canada
Investing in purpose-built rentals is ‘all about creating legacy wealth’But a perfect storm of lower rents, higher costs and stricter lending criteria have created tough conditions for developers Sep 02 25September 02, 2025Article at canadianfamilyoffices.com
Canada’s critical minerals are poised to power the world—and make lots of moneyAs governments aim to hurry development and spark projects, here’s where family offices are investing Jul 07 25July 07, 2025Article at canadianfamilyoffices.com
How advisors can make longer working vacations work this summerA shift in mindset post-pandemic is leading more people to combine work and vacation Jun 26 25June 26, 2025Article at theglobeandmail.com
Pooling money helps families past multi-million minimums for higher-quality altsRapidly growing interest in alternative investments is improving access to good managers and spreading risk May 08 25May 08, 2025Article at canadianfamilyoffices.com
If You’re Saving for a House Without This Tool, You’re Missing OutThe FHSA has been around since 2023, but surprisingly few people are taking advantage of its benefits. Apr 22 25April 22, 2025Article at NerdWallet Canada
Here’s where the CRA is focusing audits this tax seasonWhile some areas of audit focus differ from year to year, others continue over multiple years Apr 01 25April 01, 2025Article at theglobeandmail.com
How advisors’ offices have adapted to post-pandemic client demandsFive years after many advisors were forced to work from home, firms are rethinking what an office is for Mar 19 25March 19, 2025Article at theglobeandmail.com