HeyJaredJoe Millott
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 16, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 15, 2026
Latest articles
Considering a management buyout of your wealth firm? Here are the key issues to weigh (opens the original)
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Many founders of independent wealth management firms find that the ideal buyer is someone already working within the company. When a management team buys the firm, it helps keep client relationships, company culture and independence intact. Clients keep working with familiar faces. Employees feel more secure about the company’s future. Founders can step back, confident that those who helped build the business will carry it forward. That’s why management buyouts, or MBOs, are becoming a more popu
Why staying private has worked for Canada’s wealth management winners (opens the original)
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Going public is supposed to give a growing company access to capital, liquidity for shareholders and a credible price for its shares. Yet, three of Canada’s fastest-growing wealth firms have found another way to achieve these goals. Wealthsimple Financial Corp., Wellington-Altus Financial Inc. and Harbourfront Holdings Inc. have attracted large institutional investors and built a real market for their private shares. That may be one of the most overlooked reasons they have grown so quickly. Well
How minority investments are reshaping wealth management ownership (opens the original)
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For decades, wealth management firm owners faced a familiar dilemma: go it alone or relinquish control to access capital for the next stage of growth. Today, that equation is changing. Minority equity investments are transforming how wealth management firms fund growth and plan succession. Unlike a traditional sale, these deals let company founders raise capital while retaining leadership. Previously limited to the largest firms, minority capital is now available to firms with less than $2-billi
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Top 10K sites
For Theglobeandmail, the outlet · Measured Aug 1, 2026
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