Loren Francis was featured in this Advisor.ca article
Author Archive
Investors face up to private funds’ illiquidity as rates rise
Monday, April 15th, 2024CHFA Winners Showcase 2024 Investor Conference
Tuesday, February 27th, 2024CHFA Winners Showcase, Investor Inquiry, Toronto, ON. Read more…
7th Annual Private Wealth Canada Forum
Thursday, November 30th, 2023Private Wealth Canada Forum, Toronto, ON. Read more…
AIMA Canada Wealth Advisor Summit: Private credit in retail portfolios
Wednesday, October 25th, 2023AIMA Canada Wealth Advisor Summit, Toronto, ON. Read more…
Investment in Alternatives
Tuesday, May 23rd, 2023Carmo Companies, The Private Markets Canada Meeting, Toronto, ON. Read more…
Helping HNW clients give to charity
Friday, December 18th, 2020Loren Francis was featured in this Investment Executive article on December 14, 2020 Read more…
Strategic Philanthropy – Many Paths to Choose
Wednesday, September 30th, 2020When it comes to philanthropy and charitable giving, do you have a random approach to giving, or a strategic
approach to giving? Do you only give when asked or are you deeply passionate about a particular cause? Do you
give on a local, national or international level? Do you give to be social and attend galas and golf tournaments? Or
are you fully engaged, and growing and learning by your giving approach? How important is philanthropy to you?
Expert advice can make a difference when helping elder parents financially
Monday, August 24th, 2020Loren Francis was featured in this Globe and Mail article on August 24, 2020
Rally Assets Announces Unique Impact Fund
Monday, July 13th, 2020Loren Francis was featured in this Financial Post article on July 13, 2020