A good question - Are we at the bottom? Looking for the Bottom is a Holy Grail quest that will bamboozle investors without a long term st...

The recent  changes to Ontario estate law and U.S. tax law might impact families with wealth.  These 2 new changes are worth reviewing: ...

We are striving to talk to clients the way they think about their money, not the way we do. Many advisors jump into talking about themselves...

In New York with Wondereur for Fintech Finals Fintech early stage companies were part of my company's Global Fintech challenge last...

A father who lost his three daughters to Middle East violence has turned this tragedy into change for the region. Last night, I was part of ...

How can you make money? I suggest that you steal a page from the wealthy. Business e-Volution, by Jacoline Loewen The Spectrem Group...

If you are seeking to speed up your opportunity to network with those interested in the sale of businesses, check out The Business Transi...

For "complete" retirement planning, there is more required than the usual "meat and potatoes" approach of financial pre...

Having just spent the past few weeks in the company of entrepreneurs, some at the beginning of their careers and most at the height of their...

Having just spent the past few weeks in the company of entrepreneurs, some at the beginning of their careers and most at the height of their...

 Invitation to UBS Bank (Canada), Wealth Management, Technology Invitation WHY 35 REASONS? In a stunning year for ...

A few years ago, I began to hear about the democratization of investing into private equity.  It was recognized that the earnings can be sig...

When you sell your company and all of a sudden, you have millions to invest, it can make you quite giddy. All of a sudden, your long last r...

Our research with the owners and CEOs of private companies and their private equity partners illustrates that there are three leverage point...