Our Insights

The benefits of cost audits
According to the “Pulse of the Internal Audit 2020” published by the Institute of Internal Auditors (IIA),[1] one of the main …

COVID-19: A unique opportunity to optimize your internal control portfolio
The primary objective of an effective internal control system is to mitigate the risks faced by organizations. Companies are currently experiencing …

Reaching Your Goals with Long-Term Portfolio Management

Beyond Philanthropy: The Art of Impact Investing
The term “impact investing” was born out of the idea that charitable giving or investing should not only be measured …

‘Tis the season for recruitment!
In these unprecedented and uncertain times, it’s nice to know that some things never change! Take the four Canadian seasons …

Research Manager Process
Manager research is all about asking the right questions and conducting thorough due diligence. It requires a respectful yet determined …

Life Insurance: Three Things You Haven’t Considered
No one likes to think about the worst-case scenario (well maybe a few out there are more inclined to see …

Family Foundations: The Why, Who and How of Impactful Giving
Philanthropy, private foundations, charitable giving or charitable remainder trusts… the options are many. Often, families of significant means see giving …

To Financial Management and Beyond: The Role of the Family Advisor
Thank you to Karen Azlen for interviewing Mindy Mayman as part of Introduction Capital’s podcast, “IntroCap Interviews”. Managing finances might invoke …