Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.
Read More >Despite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.
Read More >The need for climate-conscious, affordable housing—and a lot of it—is self-evident. The good news is that for investors hoping to contribute to solutions while maintaining attractive returns, there are many exciting opportunities through impact real estate investing.
Read More >When wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.
Read More >Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!
Read More >Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.
Read More >
https://youtu.be/BgG994Qnw1wWatch on demand – Michelle Osry from Deloitte Canada and Grant Conroy from Genus Capital walk viewers through best communication practices when engaging with families on the hard to breach subjects. In this webinar you’ll learn: Why it can be so difficult to talk about things
https://www.youtube.com/watch?v=2x3QLYUVGTM?rel=0It is time to align your values with your investments! In this webinar you’ll learn:• Strategies to help identify your (and your family’s) values• How to ensure that your investments align with those values • Understanding and measuring your investments’ impact over time Featuring:Ian Lusher and Mike Thiessen
Taking these 3 steps beyond preparing your legal estate documents can help to ensure your legacy is preserved for generations Watch the Beyond the Will: Planning in 2021 Webinar While it’s often been reported that just over half of Canadians don’t have a will, recent
Impact investing has been a transformational practice in the world of investment since its inception. Watch State of Impact Investing: How to Become an Impact Investor in Canada and learn with leaders in the Impact Investing space what it takes to become an impact investor.
Watch our Webinar: Hydrogen’s Role in the Low Carbon Transition. Learn about Hydrogen and join the discussion with Chris Reid and Mike Thiessen as they discuss the current landscape in Canada: hydrogen’s application trends, and how these trends will shape the future of energy use
The panelists discussed three key impact investing trends and why they matter so much in 2021: Place-based impact investing; Climate-action impact investing; Early-stage impact investing. Watch on Demand https://youtube.com/watch?v=q5dpoawul3A%3Frel%3D0 Additional Resources Climate-Action Impact Investing Resources • 2020 Net Impact Report for Individual Investors Early-Stage Impact
https://youtube.com/watch?v=cLRElEcFSoA%3Frel%3D0 A Tax, Trust and Estate planning Case Study followed by an interactive participants Q&A session. Learn the best practices and methods of Tax, Trust and Estate planning, through professional insight into real-world case studies. Attendees are offered a chance to address the needs and
Watch “How You and Your Families Can Build Resilience to Navigate Uncertainty” Webinar on demand https://youtube.com/watch?v=9SCmP27Wysk%3Frel%3D0 Bring awareness to building resilience in your family. Learn some simple yet powerful tools and techniques from the highly trained and experienced Deena Chochinov, an expert Family Enterprise Advisor.
Watch on Demand: Beneficiary Designations Webinar – We Need to Talk Webinar https://youtube.com/watch?v=Xuj9IO_YMMU%3Frel%3D0 Topics New case law applying the presumption of resulting trust in favour of the estate to all beneficiary designations & what to do about it Advantages, disadvantages and limitations to beneficiary designations
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