A New Era for Independent Wealth Management
As of today, Canada is home to 15 professional wealth management firms with over $1 billion in assets under management (AUM). And just this morning, on July 28, 2025, iA
2025/08/02
As of today, Canada is home to 15 professional wealth management firms with over $1 billion in assets under management (AUM). And just this morning, on July 28, 2025, iA
As a portfolio manager with years of experience in North America, I often hear optimistic discussions from other large North America institutional fund managers about investment opportunities in China. From
The Shore Capital Phenomenon: How Microcap Private Equity is Redefining Wealth Creation Fifteen years ago, in a modest 1,200-square-foot office in Chicago, four young finance professionals were searching for office
Thrasio, a company that momentarily occupied the apex of the e-commerce industry in North America at the onset of the pandemic in early 2021, is a fact that many individuals
Imagine your carefully constructed investment portfolio suddenly encountering an uninvited guest—currency risk. So far in 2025, the greenback has weakened roughly 4.8% versus the loonie, while the broader dollar index
If you look closely at the patterns of global migration around the world in recent years, you’ll see a trend: people and businesses are always moving to places that offer
If you put one dollar into Berkshire Hathaway in 1976, it would have grown to over eight thousand dollars by 2025. During this time, its average annual excess return was
Experienced investors need to be able to tune out distractions and market noise. Having dinner in Shenzhen with friends from JPMorgan and CICC, I overheard them saying that most industry
Every May, Berkshire Hathaway, which is owned by Warren Buffett, conducts its annual meeting for shareholders in Omaha. This year was no different. But this year’s gathering was not only
In this time of uncertainty in the investment world, we’ve seen wealth grow and fall many times. Everyone, from digital moguls in Silicon Valley to traditional manufacturing giants, from financial