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On the road to financial security, you need to learn how to navigate the wealth curve |
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| As net worth rises, financial complexity generally does, too, and so does the need for expert advice Business in Vancouver, December, 2009 |
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Business owners need to spend more time on their exit strategies |
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| "A well-designed-and-executed exit transaction often adds 50% to the selling price." Business in Vancouver, September, September, 2009 |
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The sparkle returns to luxury real estate |
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| There are some great deals out there, and buyers are very particular about what they want. Globe and Mail, September, 2009 |
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Taxman set to hit high-net-worth hard |
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| Multibillion-dollar stimulus packages and diminishing tax revenues are going to put federal and provincial governments in the red for years to come Business in Vancouver, September, September, 2009 |
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Exit planning: Reap the rewards of entrepreneurship |
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| Few entrepreneurs properly plan the way to get the most out of their business, and lose out in the process. Globe & Mail, August, 2009 |
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Be prepared: the taxman will come knocking |
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| A few tax-savvy investments that you should take note of as the government gets set to tighten the screws. Globe and Mail, August, 2009 |
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The slow road to rebuilding investors' trust |
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| It's time for professionals and investors to band together to stop this nonsense. Globe and Mail, August, 2009 |
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Financial lessons from the King of Pop |
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| Michael Jackson's problems serve as warning to high-net-worth individuals. Globe & Mail, July, 2009 |
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Single-family offices feeling the squeeze |
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| Just about everyone's pulling their purse strings a little tighter, even the ultra-rich, many of whom are toying with abandoning the exclusivity of single family offices for the cost efficiency of the multi-family model. Advisor.ca, July, 2009 |
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Wanted: new financial advisers for wealthy investors |
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| The rich are restless. Dissatisfied. Disappointed. On the move. Business in Vancouver, July, 2009 |
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Market meltdown dents charitable giving |
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| Philanthropists are holding onto their dollars, made weaker by the market freefall, but are still planning to give to charities in the future Globe & Mail, July, 2009 |
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To earn like a millionaire you have to think like a millionaire |
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| Money is not an end unto itself, but rather, a tool for accomplishing life goals Business In Vancouver, June, 2009 |
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Madoff sentenced to 150 years |
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| As appeared in Advisors News on June 29, 2009 Advisor.ca, June, 2009 |
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Selling a business is fraught with financial and emotional challenges |
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| "When you sell a company, it can be like having a large part of your idenity suddenly removed" - David Bentall Business in Vancouver, June, 2009 |
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Sudden wealth can be a challenge |
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| Selling the family business is more than a financial exchange, it is an emotional journey Globe and Mail, June, 2009 |
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Cool Hand Warren Buffett |
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| We don't Mr. Buffett's brians to be successful investors. Only his stomach. Globe and Mail, May, 2009 |
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Angry or disappointed about your investments? |
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| You don't have to be wealthy to take these steps Globe and Mail, May, 2009 |
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The Secret to Staying Rich |
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| Even for the rich, it's still all about how you spend and watching your budget Globe and Mail, April, 2009 |
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Just focusing on being "rich" doesn't guarantee personal success |
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| No matter how rich you are, you always feel like you need more Globe and Mail, April, 2009 |
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A limited-time, golden opportunity in bonds |
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| When recessions end, there's a brief opening for the astute investor Globe and Mail, March, 2009 |
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Affluent Investors Lose Faith in Advisors |
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| Here is how to tell if you should find a new advisor Globe and Mail, March, 2009 |
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The ability to see opportunity within a crisis is a distinguishing feature of the millionaire mind. |
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| Do you see opportunity in today's markets? Globe & Mail, February, 2009 |
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Madoff-Proof your portfolio |
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| Establish a wealth-protection process to detect investment fraud early. Globe & Mail, January, 2009 |
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Do you have the mind of a millionaire? |
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| It's not the money, it's the mind. Globe & Mail, January, 2009 |
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Staying rich requires different skills than getting rich |
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| Thane Stenner provides his tips on remaining wealthy Globe & Mail, January, 2009 |
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Even the Rich are Gearing Down |
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| A lot of Canadians have grown rich this decade from sky-high commodity prices... Private Wealth Canada Magazine, October, 2008 |
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The rich have money issues, too |
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| Affluenza Financial Post, March, 2008 |
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They're Worth It |
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| Philanthropic foundations are the accessory of choice for the super-rich National Post, March, 2008 |
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Wealthy & Wise |
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| Money can bring you a lot of things, including a big headache. Report on Business Magazine, March, 2008 |
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Good advice means knowing your clients' spending habits |
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| High-income earners may be spending all their money and not accumulating any wealth. How to spot them. Investment Executive, February, 2008 |
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Your Mission: Just Don't Blow It All |
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| Family mission statements help to ensure that the legacies of the wealthy are secure MacLean's, November, 2007 |
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Prized Veteran Team Splits for Boutique |
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| One of Canada's biggest names in the advisor industry has pulled up stakes and switched firms Advisor.ca, April, 2007 |
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Chief Financial Officer to Canada's Ultra-Wealthy |
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| Canada's richest families often have adult children who are spectacularly gifted at one thing: spending. InvestmentExecutive.com, March, 2007 |
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How to Make an Effective Charitable Gift |
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| Follow this process to make an effective charitable gift fundlibrary.com, December, 2007 |
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Exclusive research findings on the mindset of Canada's wealthiest individuals.
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