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The Value of Strategic Philanthropy: Benefit your clients and practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore these questions and more.
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Investing in agriculture: Bonnefield Canadian Farmland Evergreen LP (podcast)
Who is Bonnefield Financial? What are the objectives of Bonnefield Canadian Farmland Evergreen LP? How has it performed and how will it impact client portfolios? This episode will explore the above questions and more.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Estate and tax planning for Canadians with U.S. connections (podcast)
Will the U.S. tax reform impact Canadians estate planning? Has traditional planning for Canadians investing into the U.S. (personal or business) now turned on its head? How will this impact U.S. citizens who are residents of Canada? What should they do? This episode will explore the above questions and more.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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