Articles in this issue:
Chairman’s Message: Giving, Health and Family Memories
As you’ll see from some of the articles in this issue, the family ‘balance sheet’ encompasses much more than just financial assets…
Risk Optimization: Don’t Put All Your Eggs in One Bucket
We’ve all heard the phrase “don’t put all your eggs in one basket”. Most people follow that mantra for their “investable assets” but there is a lot more to financial diversification than focusing on one’s stock and bond investments…
Cottage Planning
Like many families in Canada, yours may currently own a cottage or may be considering the purchase of one…
Strategic Family Philanthropy
Philanthropy is big news again these days. Movie stars and rock stars are making donations of money, time and talent. Microsoft founder Bill Gates and his wife Melinda now shepherd a foundation that has grown to $30 billion…
Your Best Interest: Dividend Paying Stocks
The current low interest rate environment has led investors, in search of income, to re-visit the value of dividend paying securities…
Guest Column – Health: Why is it “Off Balance Sheet”?
Nobody disputes that “health is our most valuable asset”. Yet, as individuals, investors, and employers, we often do not walk the talk…
