When key people leave a money management firm, it is often cause for concern – particularly when key personnel leave in packs. While one of my older blog posts laid out a framework for dealing with changes in lead managers, it’s also...
The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.
Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.