CATEGORY: Family Wealth

Leading the Way for Generational Wealth

Leading the Way for Generational Wealth

The Journal | March 2024

As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...

Transitioning a Family Business

Transitioning a Family Business

The Journal | January 2024

Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...

A Guide to Giving: Tax Strategies & Financial Planning

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

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?

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 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...