Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Family Wealth
A Guide to Giving: Tax Strategies & Financial Planning
The Journal | November 2023
Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss th...
Drawing An Income
The Journal | June 2021
Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...
So You Want to Hold a Family Meeting?
The Journal | March 2021
Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...
Minerva Issue 3: An Evening with Annabel Soutar
Minerva | July 2020
An award-winning Canadian playwright in documentary theater, Annabel navigated the co-management of her family’s investment portfolio and philanthropic efforts following her father’s passing in 20...