The art of intergenerational wealth management October 30, 2025 - When it comes to creating and preserving family wealth, making sure family members are aligned to the principles and goals of a wealth management plan is as essential as choosing where to invest to ensure success.
CC&L Private Capital’s third-quarter financial market report and outlook October 07, 2025 - Equity markets extended their strong run from the April lows, driven by expectations for interest rate cuts and increased government spending.
Strategic philanthropy planning: an enduring impact September 18, 2025 - While many people are very generous with “cheque book philanthropy”—donating at community events, attending a gala, or participating in a ride, race or run—very few families think strategically about charitable giving.
RESPs: A smart start to post-secondary education August 28, 2025 - As the summer comes to a close, campuses across Canada are preparing for another year of learning. This is a good time to reflect on the power of RESPs.
Service as normal (from home) - important information for clients March 2020 March 18, 2020 - Continuing to deliver uninterrupted service to clients as we adjust our operations.
Crestpoint adds $190m of office properties to its portfolio February 2020 The Private Client Real Estate Portfolio has bought three office properties (total value $190 million) in Montreal and Calgary: Place du Canada, Stampede Station and TransAlta Place.