Investing today – how asset allocation strategies have changed

Jonah Friedman • July 12, 2024 Asset managers have adapted their traditional asset allocation strategies in response to changing market conditions in recent years. What are these changes and how have they impacted investment strategies? We’ll take a look at some of the ‘traditional’ asset allocation strategies and explain why and how they’ve been modified to help protect ... Read more

Your Tax-Free Savings Account (TFSA): the advantages of designating a beneficiary

Fuller Landau team • February 18, 2021 Most Canadian investors by now are familiar with the Tax-Free Savings Account (TFSA). Since the TFSA was introduced in 2009, Canadians (age 18+) are able to contribute a limited amount of funds to their TFSA each year. Any investment income earned on those contributions is non-taxable. Additional contribution room is also granted to eligible Canadi ... 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

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