News, Blogs, Case Studies
Explore insights and expert analysis from our team, covering topical subjects to educate and inform on the latest trends and developments in our industry.
Prime Quadrant Market Outlook: Q2 2025
Written by: Alex Da Costa “Boy, that escalated quickly!” This unforgettable line from the hilarious “Anchorman” springs to mind as we observe the...
Adapting to a Liberal Minority: Strategy Amid the Storm
As the polls predicted, Canada heads into a Liberal minority government. That means the UHNW landscape won’t just shift. It will swirl in...
Navigating a Shifting Global Landscape
Written by: Terry Vaughan & Mo LidskyPublished on: March 18, 2025 Protectionism is not new - threats to Canadian sovereignty are Protectionism...
The Importance of Financial Literacy for Women
By: Dijana EbachPublished on: March 8th, 2025 In today's ever-changing financial world, understanding money matters is more important than ever for...
Prime Quadrant Market Outlook: Q1 2025
Written by: Alex Da Costa A (quick) look back at 2024: Economic growth continued to be solid in 2024 while inflation cooled, allowing the major...
Canada Faces Uncertainty as Trump’s Tariff Threat Looms
Update to our December 3rd Article titled: Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations Written by:...
Proroguing of Parliament: What Ultra-High Net Worth Families Should Know
Written by: Angela Smith On January 6, 2025, Prime Minister Justin Trudeau prorogued the Canadian Parliament, a procedural move that temporarily...
Daily Musings: How Personal Growth Transforms Business and Life
By: Mo Lidsky Exactly one year ago inspired by my friend Allen Lau, I embarked on a little experiment. I decided to pen a daily missive to my team...
Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations
Written by: Colin DeeksPublished: December 3, 2024 The dust had just begun to settle on the global reactions to Donald Trump’s cabinet picks when...