Uncategorized

December 5, 2019

Why disconnect between tax and wealth advisors is so costly

The biggest mistake investors can make when it comes to wealth transfer is not connecting their tax advisor with their investment counterpart. That’s the view of Justin Mastrangelo, partner, Transaction Tax, BDO, who will share his thoughts and expertise on the subject at the WP Innovation and Strategy Summit on May 29 in Toronto. He […]

Read More
December 5, 2019

Ann Kaplan: conquering finance … and reality TV

Ann Kaplan often talks in inspirational memes: “Think big”; “Think billions, not millions”; “Be the maker of your own destiny”. Spoken by most others, such soundbites would sound glib but when Kaplan talks, you listen. She can back it up. The star of reality TV show The Real Housewives of Toronto can’t venture out in […]

Read More
December 5, 2019

Personal pain inspires PM’s approach to healthcare planning

“Too well to die, too unwell to live happily.” It’s a situation that portfolio manager Neela White has first-hand experience of, witnessing up close the personal cost – both emotional and financial – of caring for ill, elderly parents. Her dad succumbed to pancreatic cancer 18 months after it was diagnosed, while her mom beat […]

Read More
December 5, 2019

How can advisors make their brand stick?

When you hit rock bottom, it’s time to go back to the drawing board. For brand strategist Jeremy Miller, that moment arrived when the family business – which he expected to propel to success – floundered, left behind by technology and modern trends. Miller, who will speak at the WP Strategy Summit in Toronto at […]

Read More
December 5, 2019

Wealth transfer: the most common question families ask

The much-hyped largest wealth transfer in history is looming but the most common question from high-net-worth families may surprise some. Tom McCullough is the chairman, CEO and CIO of Northwood Family Office and also the author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. He will sit on a panel titled Succession […]

Read More
December 5, 2019

Why parents need to prepare heirs for wealth transfer

The biggest wealth transfer in history has been delayed – but it’s coming and the numbers will rise dramatically over the next 20 or 30 years. That’s the view of Tom McCullough, who is chairman, CEO and CIO of Northwood Family Office and also the author of Wealth of Wisdom: The Top 50 Questions Wealthy […]

Read More
December 5, 2019

‘I don’t hold it against men if they can’t keep up’

There is no substitute for working your butt off, according to multi-millionaire finance guru Ann Kalplan. The woman behind iFinance Canada Inc and star of reality TV show The Real Housewives of Toronto is the keynote speaker at the WP Innovation and Strategy Summit on May 29 in Toronto. She will share her thoughts on […]

Read More