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.
2023 Annual Responsible Investing Report June 2023 Read our report, covering actions and initiatives that are impacting clients’ investments.
Mother’s Day community support from CC&L Private Capital May 2023 This Mother’s Day week, we helped Vancouver’s Mom2Mom prepare and serve meals to mothers in need and their children.