Author: Sloan Levett
Plant-based proteins continue to thrive in a stressed economy
Sloan Levett • March 14, 2024
A few short years ago, a consumer could only find plant-based alternative products at the local health store or an obscure corner of a grocery aisle. As far as a vegetarian option at a steakhouse or burger house, you would be out of luck. At one time many considered plant-based alternative foods to be the ... Read More
Is it time to explore if a Family Office is right for you?
Sloan Levett • May 29, 2018
Managing your wealth can be a job in and of itself. After all, it is a precious and finite resource, and like any resource, wealth takes time and expertise to manage efficiently. When your personal wealth reaches a certain threshold, your wealth management needs may become significantly more complex. ... Read More
Wealth management and family values: The importance of communication in high-net-worth families
Sloan Levett • January 19, 2018
When it comes to effectively protecting, managing, and building your wealth, open lines of communication and a solid understanding amongst family members is key. A full-service Family Office can serve as a facilitator of meaningful discussions to ensure family values are fully aligned with your fiscal objectives. Open communication with your family ... Read More
Signs you need a Family Office
Sloan Levett • November 20, 2017
The Canadian economy has been thriving recently, and more specifically, the Greater Toronto Area and Hamilton regions have been experiencing a particularly prosperous period. The markets are strong, unemployment is low, and businesses are growing. While this is an excellent sign for business owners, investors, and high-income professionals, it also ... Read More
Why high-worth individuals need personal wealth management
Sloan Levett • August 25, 2017
Toronto is thriving, as is the economy in general. Today, there are a greater number of high net-worth individuals and families than ever before, and the specific circumstances of each individual are unique. Whether you’re from a legacy of wealth or have achieved affluence more recently, your financial needs are likely quite complex and diver ... Read More