Join me May 21-24, 2020 for the University of Toronto Rotman School of Management's annual 3 1/2-day Family Wealth Management program. Learn the key frameworks for successful wealth management, including how to avoid common mistakes. This program is designed for…
For the fifth consecutive year, the University of Toronto’s Rotman School of Management is once again pleased to offer the Rotman Family Wealth Management course. This three and a half day intensive program for family members and family office staff…
Looking back to the Spring 2010 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: On the Front Lines of Private Wealth Every Tuesday, I teach…
