Canadian Family Offices

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As part of our month-long special report on Women in Family Offices, we asked female leaders to talk about their experiences, their businesses and their views on women’s progress in the family-office landscape. Here, Chris Clarke of First Affiliated Holdings Inc., Helen Kearns of Bell Kearns, Ltd. and Shelley Forsythe, of BMO Family Office share their stories. #wealth #wealthmanagement #womeninfamilyoffices #womeninbusiness #internationalwomensday #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices 

Join us Tuesday, March 25, at 1pm EST / 10am PT for a panel discussion on Women in Family Offices. Presented by PBY Capital. Featuring Patricia Saputo, Carolyn Cole, Martha Simmons, and Anna Dayan. Moderated by Ashley Redmond of Canadian Family Offices. Find out why women are taking a bigger seat at the table in family offices and what it means for the industry. Also on the agenda: —Opportunities for women in the family office ecosystem —The transition of wealth from patriarchs to matriarchs —Unique skills women bring to the table —Insights for women starting a career in family offices/financial services Click below to reserve a spot. https://lnkd.in/gxYQRHPB

Gail Asper has blazed a trail for Canadian women in philanthropy. In this article for Canadian Family Offices, the daughter of Israel “Izzy” Asper, founder of CanWest Global Communications, shares how she upholds her father’s legacy while supporting philanthropic initiatives in a politically precarious time. #wealth #wealthmanagement #philanthropy #givingback #charitablegiving #asper #familyoffice #familyoffices #Winnipeg #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices Canadian Museum for Human Rights

Join us Tuesday, March 25 at 1pm EST / 10am PT for a panel discussion on Women in Family Offices. Presented by PBY Capital. Featuring Patricia Saputo, Carolyn Cole, Martha Simmons, JD, LLM, PhD, ICD.D and Anna Dayan. Moderated by Ashley Redmond. Find out why women are taking a bigger seat at the table in family offices and what it means for the industry. On the agenda: The opportunities for women in the family office ecosystem The transition of wealth from patriarchs to matriarchs The unique skills women bring to the table Insights for women starting a career in family offices/financial services Spots are limited, reserve yours today! https://lnkd.in/gxYQRHPB

Call it a multi-purpose tool for the super-wealthy—life insurance is a versatile means of preserving and transferring wealth. Here are five more strategies, this time from Eric Benchetrit of Sage Advisory Corp., Michael Godsoe of Godsoe Financial Capital, and Dustin Schneider and Trevor Shaw of Unity Insurance Professionals. #wealth #wealthmanagement #lifeinsurance #insurance #estateplanning #willsandestates #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices 

What could take Canada's family offices to the next level? We asked Viraj Samani, of Northwood Family Office, Nancy Marshall of Prime Quadrant, Mindy Mayman of Richter and Patrick O'Connor of Blackwood Family Enterprise Services for their thoughts. #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices 

Laura Barclay of TD Wealth has long been an advocate for women entering Canada's financial services industry. In this conversation with Canadian Family Offices, she shares her experiences as well her thoughts on women’s advantages as advisors and their increasing role as family decision-makers. #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices 

As developments in the Canada-U.S. trade war change from day to day, diversifying—and taking the long view—might be the only way for investors to cope. With insights from Philip Petursson at IG Wealth Management, Angelo Kourkafas, CFA at Edward Jones Canada, Tom Nakamura at AGF Investments and Vivek Astvansh at McGill University - Desautels Faculty of Management in this article for Canadian Family Offices. #wealth #wealthmanagement #trade #tradewar #tariffs #Canada #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices 

These three advisors had a lot to say about what qualities women bring to family offices and how they approach the job differently. This is the third article in our March series "Women in Family Offices" in Canadian Family Offices. Thanks to Claire Sutton of Claire Sutton Consulting, Inc., Lucy Ryan of Cole & Associates, and Nancy Marshall of the multi-family office Prime Quadrant. #wealth #wealthmanagement #internationalwomensday #womensday #womeninbusiness #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #HNW #CA #CIM #RFP #IAFP #CMI #CFP #CAIA #MFA #CanadianFamilyOffices