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
Passing it On
The Journal | August 2026
What you need to know about transferring wealth through gifts and loans, especially as it pertains to housing. As rising costs prompt more families to transfer wealth during their lifetimes,...
The Wisest Investment
The Journal | August 2026
Expert strategies and tips to help prepare the next generation for the inheritance economy. What’s one of the best, most forward-thinking investments you can make right now? Preparing for...
Bridging Generations
The Journal | August 2026
What does it really take to prepare the next generation for the opportunities and responsibilities of family wealth? Judi Cunningham is the founder of the Trella Advisory Group, a consulting...
The Power of Starting Early
The Journal | August 2026
Exploring investment and insurance strategies for minors and young adults. It’s never too early to start investing or to think about financial priorities. That was the resounding message at...
The Inheritance Economy
The Journal | April 2026
Unpacking how the Bank of Mum and Dad has changed the way younger generations live. As tax season wraps up, many Canadians may have contributed to a First Home Savings...
Minerva: Issue 9
Minerva | March 2026
Even after earning degrees and building meaningful careers, many younger Canadians are finding financial independence harder to achieve, as milestones like home ownership slip further out of reach. ...
Women & the Inheritance Economy
The Journal | October 2025
Many young people are doing everything "right": earning degrees, building careers, and working hard. Yet many still cannot buy a home or feel financially secure. Families are stepping in earlier...
Longevity & Legacy
The Journal | May 2025
Are you designing your best life—or just hoping things fall into place? In this thoughtful conversation from Minerva’s most recent Summit, Julia Chung, financial expert and co-founder of...