Ian Wooden, CBV, MRICS

Growing a family office—single or multi—can be an expensive proposition. Will adding resources result in more business, or just cost more? We asked Thane Stenner, CIM®, FCSI® of Stenner Wealth Partners+ and Christopher Singh Gandhu, JD, TEP, FEA of KPMG Canada for insights in this Canadian Family Offices article. #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #recruiting #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

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Deux articles excellents sur le T+1 Impact of T+1 on the ETF industry  https://lnkd.in/gqjS9csG High costs of moving to T+1 https://lnkd.in/geXB6fjf

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Exciting News for Canadian SMEs! 🚀 We’re thrilled to announce a groundbreaking pilot project in collaboration with Bpifrance aimed at opening European markets for Canadian technology companies. This initiative will facilitate targeted introductions between Canadian SMEs and their counterparts in France and Europe, leveraging Bpifrance’s EuroQuity platform. Why This Matters: ▪️ New Business Opportunities: Connecting Canadian businesses with potential investors and strategic partners in Europe. ▪️Expert Business Advice: Providing essential guidance to help SMEs navigate new markets. ▪️Access to Financing: Offering the financial support needed to grow and succeed internationally. Stay tuned for more updates. https://ow.ly/j6gx50U94LF #Innovation #InternationalExpansion #Entrepreneurship #BusinessGrowth

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This is a revealing transaction from several perspectives. First, this is an all- Quebec initiative. All the parties are based in/headquartered in 'la belle province.' Second, as Ted Liu points out, there is a very heavy concentration of federal and provincial government and government-linked LP's. Third, the net result of this investment will be to re-inforce the bona fides of both the federal and provincial government on the clean energy front - where both levels of government have had their commitment to this sector called into question. Fourth, this investment, in part, reflects Quebec's relative inability to attract US and other foreign investment vis-a-vis other leading provincial jurisdictions such as Ontario and British Columbia - which some might attribute to the heavy hand of government. Fifth, one might wonder where the missing and leading Quebec-based corporations with interests in 'clean' are(Bombardier, AtkinsRealis, Power Corp., CN and CP, Alcan, National Bank, Desjardins). Sixth, possible unintended consequences of this investment include: reinforcing the perception that clean sector investments are only appealing to government and quasi-government investing entities(and not the private sector) and that Quebec gets special treatment, not accorded other regions of the country.

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⁉️ What are the terms of cooperation with BONZAN HOLDING LP? We engage with our partners through a well-structured private equity and holding fund framework, which operates under the Ontario Limited Partnerships Act. Our cooperation terms are designed to maximize benefits while ensuring clarity and transparency: 👉🏻Investment Threshold: Partners are required to meet a minimum investment threshold of CAD/EUR/USD 150.000, allowing us to maintain a high calibre of investment and partnership quality. 👉🏻Limited Liability: Limited Partners (LPs) contribute capital without participating in the day-to-day management, limiting their liability to the amount of their investment. 👉🏻Decision-Making and Governance: All strategic and operational decisions are managed by the General Partner (GP), who holds full control over management decisions, investment choices, and compliance with legal standards and internal policies of Limited Partnership. 👉🏻Return on Investment: Investors benefit from both capital gains and income generated by the partnership’s activities, which include investments in real estate, private companies, private debts, and publicly traded stocks. 👉🏻Strategic Exit Strategies: The GP manages exit strategies for investments aiming to maximize returns for partners, which could include sales, refinancing, or public offerings. We prioritize a clear and disciplined investment approach, ensuring all transactions align with our strategic goals and offer potential for substantial returns. ⁉️ How does the investment process look like with our company? 🔍Sourcing: Leveraging our extensive network of industry contacts and financial advisors, we identify potential investment opportunities that align with our strategic objectives and offer a compelling risk-reward profile. 🔍Due Diligence: Each potential investment undergoes a thorough evaluation, which includes financial analysis, market assessment, legal review, and risk evaluation to ensure compliance and viability. 🔍Acquisition: Upon successful due diligence, the General Partner (GP) negotiates and executes the acquisition. All deals are structured to optimize the tax position of the LP and protect the interests of our limited partners. 🔍Management: Post-acquisition, the GP takes an active role in managing the investment. This involves strategic initiatives, operational improvements, and financial restructuring to enhance the value of each asset. 🔍Exit: Developing and executing effective exit strategies is crucial to realizing the value created. This may involve selling assets, refinancing, or taking companies public through IPOs, with the aim of achieving the best possible return for our investors. Our approach ensures that each phase of the investment process is handled with the utmost professionalism and precision, maintaining alignment with our goal of generating attractive returns for our partners.

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As a broadcast partner, we inform you that the AIMA Montreal Alternative Investment Forum will be held on June 13 at the St. James Club. This event will cover current trends in hedge funds, liquid alternatives, private credit, and private equity. Register here: https://lnkd.in/eJ_QcB-v #AlternativeInvestments #FinancialForum #InvestmentManagement

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🚀 Great News for Ontario Startups! The Ontario Securities Commission's new TestLab policies are here to simplify capital raising for early-stage businesses: •Early-Stage Business Registration Exemption •Angel Investor Group Registration Exemption •Self-Certified Investor Prospectus Exemption •Simplified Distribution Reporting Learn more about these exciting changes and how they can benefit your business. Gregory M. Prekupec, Rahul Gupta #OSC #Startups #Innovation #CapitalRaising #BusinessGrowth

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🔓Unlock the Secrets to Private Equity Success at Day 2 of Our Bootcamp! #CFASocietyToronto Private Equity Bootcamp - Day 2 with Steve Balaban, CFA, on December 12 is an intensive session designed for those who want to make informed, high-impact investment decisions. Here’s what’s in store: 🔍 Design your own Due Diligence Checklist for private equity investments 💡 Master the 7 Key Factors every investor must know when evaluating funds 👥 Enhance your ability to Ask Targeted Questions that reveal critical insights 📄 Deepen your expertise in Commercial, Financial, Management & Legal Due Diligence 📈 Spot important financial metrics that help you assess real investment potential ⚙️ Apply Value Creation Strategies to real-world PE scenarios This is your chance to develop hands-on skills with practical takeaways to elevate your due diligence game! Are you ready to take a closer look at Due Diligence in Private Equity? 💥 Seats are limited—register now and step up your private equity strategy! https://cvent.me/Rx8yA0 #PrivateEquity #DueDiligence #InvestmentStrategy #ValueCreation #FinanceTraining #PEBootcamp #InvestSmart

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Ready to transform your business's financial future? Tune into our exclusive interview with Karl Nour, a top Senior Wealth Advisor from Nour Private Wealth Inc. In this exclusive interview, Karl peels back the layers on sophisticated financial strategies that pave the way for a flourishing business. From tactical maneuvers to optimize tax benefits to foundational structures that ensure longevity and prosperity, Karl provides a roadmap that could dramatically alter your approach to business management. Curious to learn more? Click the link below to uncover the secrets to business longevity and financial health directly from the expert. https://lnkd.in/db2FVwaJ #BusinessGrowth #FinancialStrategy #WealthManagement #SuccessionPlanning #TaxOptimization #CanadianBusiness

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Executor Estate Settlement Services - (EESS) ESTATE PLANNING ESSENTIALS - Preparing your executor/liquidator (in Quebec) to help your beneficiaries The very relevant article below was written by Lana Sanichar who is president and editor-in-chief of Canadian Money-Saver magazine. Estate planning is not only about ensuring money gets to your beneficiaries; it's also about preparing your liquidator for their responsibilities. He or she will bear the responsibility of executing your wishes, so it's vital to equip them adequately. David Edey, a certified executor advisor, identifies these key steps to preparing your liquidator: 1) HAVE OPEN COMMUNICATION. Initiate discussions with your liquidator about your estate plans. Share the location of important documents, including your will, insurance policies and financial accounts. Regularly update them on any changes. 2) COMPLETE ALL LEGAL DOCUMENTATION. Consult with an experienced notary to create a legally sound will and estate plan. Ensure your liquidator knows who your notary is and how to contact them. Your notary can provide guidance to your liquidator regarding their legal obligations and navigating the probate process if necessary. 3) MAKE YOUR WISHES KNOWN. Prepare a comprehensive list of your wishes, including bequests, charitable donations and unique considerations. Document your intentions for the distribution of your assets, belongings and even digital assets such as online accounts and social media. 4) INTRODUCE YOUR TEAM Provide your liquidator with a list of your financial advisors, accountants and bankers who can offer guidance. Clarify any investment strategies, outstanding debts or loans they need to address. 5) KEEP ORGANIZED RECORDS Maintain organized records of your financial statements, property titles and other essential documents. Clearly label and store them in a secure location that your liquidator can easily access. 6) HAVE A CONTINGENCY PLAN Consider naming a backup. This helps to ensure continuity in case your primary liquidator is unable to fulfill their role. 7) REVIEW AND UPDATE Regularly review and update your estate plan, especially after significant life events like marriages, divorces, births or the acquisition of new assets. Preparing your liquidator is important to creating an estate plan. This proactive approach can help provide peace of mind for you and your loved ones in the years to come. I can assist clients organize their affairs while they are alive, as well as provide guidance in the settlement process of the estate or settle the estate completely. With extensive management consulting experience in personal tax planning, I am a well-rounded advisor with patience, empathy, and understand sensitive family dynamics. To learn more about the Executor Estate Settlement Services (EESS), please look at my website: https://jgrossman.ca #estateplanning #estateadministration #estatesettlement #liquidator #executor #cpa #consultant

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In private equity, the most common and well-known transactions are traditional fund investments or co-investments. In recent years, however, the trend of GP stakes is beginning to gain traction in Canada. A GP stakes investment is a transaction where a third-party investor acquires an interest in an investment fund manager or general partner (as opposed to investing in the investment fund itself). These transactions are typically structured to entitle the investor to receive a portion of the management fees or carried interest (if and when realized). In our bulletin, we cover: · What is GP stakes investing? · Why participate in a GP stakes transaction? · How to prepare for a GP stakes transaction? · What is the current state of the GP stakes transactional market? https://bit.ly/3O98ROn #privateequity #privatefunds #investments #investmentfunds Danielle Kline (Traub) | Sarah Strong

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Hiru Corporation (OTCMarkets: HIRU) Providing Clarity Regarding Ongoing Strategic Growth Toronto, Canada, November 22, 2024 – Hiru Corporation (OTCMarkets: HIRU) is pleased to provide clarity to its valued shareholders regarding ongoing strategic growth initiatives as outlined in our recent press release. As detailed in our Q3 filings, the company has successfully integrated $90 million in mining assets, primarily in Australia, with expectations to increase this by an additional $130 up to 200 million. These assets, privately owned by our Chairman and primary shareholder, H.E. Khalid Nasser Al Thani, demonstrate the exceptional intrinsic value backing Hiru’s operations. To support this expansion, the company is issuing shares to select private investors. The proceeds will fund essential legal, auditing, and financial advisory services required to facilitate the integration of these high-value assets and the preparation for uplisting. While this may initially be viewed as dilution, it is critical to understand that these contributions represent a minimal fraction of the significant private investments already committed to the company. Currently, our market capitalization remains under $7 million, grossly undervaluing the company at just 1/12th of its underlying asset value. This discrepancy reflects the unique opportunities found in OTC markets and is unlikely to persist for long. With our planned uplisting to the OTCQB, audited financials will ensure greater transparency and unlock the true value of Hiru’s assets. As we move to a more prominent stock exchange, shareholders can expect a correction in share price, aligning with the real asset value. The Board has a variety of options and robust support from institutional investors to restructure and recapitalize Hiru effectively. These steps will optimize the company’s complex financial structure and position us for sustainable growth, solidifying our place among top-performing enterprises. We urge our shareholders to recognize the enormous potential and value that Hiru holds. Your continued trust in this transformative period will be richly rewarded as we realize these opportunities. Q&A Highlights Why issue new shares? To fund the critical groundwork for mergers, legal compliance, and preparation for uplisting, while supporting the strategic growth trajectory. Will the share price remain undervalued? No, the current valuation is temporary. The planned uplisting, supported by audited financials and a solid asset base, will naturally drive a market correction toward our true value. Hiru Corporation is working tirelessly to achieve its milestones and unlock unparalleled value for its shareholders. Thank you for your continued support. Chief Financial Officer, Hiru Corporation

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Join our Vice President, Originations, Alex Burlatschenko at the Distressed Investing Conference organized by Insolvency Insider on May 14th. He will participate in the 'Dealing with Distress' panel, sharing his insights on pressing issues facing many portfolio companies today - higher interest rates and weakening economic conditions. Alex will delve further into strategies for guiding distressed portfolio companies towards recovery. 🔄 Register now to secure your spot⌛️: https://hubs.li/Q02wxPnL0 #InvestmentStrategies #InterestRate

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🌟 Private Capital Markets Song 🌟 The Private Capital Markets Association of Canada is pleased to share another happy song about the private capital markets. It is funny and cute and 100% created by AI! Enjoy and let us know what you think. #AI #Finance #Investment #Canada #CapitalMarkets #Innovation #Growth #RiskManagement #TechInFinance https://lnkd.in/e6AbenEd

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Looking for an easy and cheap way to invest? All-in-one ETF portfolios can be the answer you're looking for. See my picks for the best all-in-one ETFs in Canada.

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#Separation or #divorce are often complex when it comes to dividing assets and keeping an eye on how #CRA changes the rules in important to help #families through changing times. #financialplanning #familylaw #financialadvisors

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