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Why more family offices are buying businesses to add to their portfolios

In late 2023, a well-known Canadian tech media outlet quietly changed hands, but not to a publishing conglomerate or an institutional investor. Rather, it sold to a husband-and-wife team with deep entrepreneurial roots......

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Beyond the Portfolio Podcast: Markets Near All-Time Highs – Navigating Opportunity and Risk

Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record levels in mid-2025....

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Beyond the Portfolio Podcast: The One Big Beautiful Bill - Wealth Planning Implications

Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced by the "One Big Beautiful Bill Act" signed into law on July 4, 2025....

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