With a career that spans wealth management and research on the charitable sector, Keith Sjögren has a unique perspective on philanthropy in Canada.

Sjögren, who retired as managing director of Investor Economics in 2021, today remains a consultant to the charitable sector and is chair of the advisory council for the Master of Philanthropy and Nonprofit Leadership (MPNL) and Diploma in Philanthropy and Nonprofit Leadership (DPNL) programs at Carleton University.

In this deep-dive interview, he talks about why we need to rejuvenate charitable giving in Canada, the need for research in the field, and why charities need a bigger voice in Ottawa.

It was one of our most popular articles of the week.  

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If you wait too long, you will miss opportunities you’re likely to regret, according to top wealth expert Thane Stenner, CIM®, FCSI®.

So, with money-in-motion events should you sit back and relax?

It may not be the worst advice following a large money-in-motion event like selling a business, receiving a large inheritance, receiving substantial assets from a divorce, or taking a company public. Yet to a wealth advisor to Canada’s wealthiest families—including a handful of multi-billionaires—it’s by no means great advice. 

“Common wisdom is to put the money in the bank, do nothing for a year, and then start to deploy capital and invest,” says Stenner, whose virtual/in-person Multi-Family Office/Outsourced CIO consulting team deals with 51 clients across Canada, including many single-family offices (SFOs). “In my view, that’s lazy advice.”

Building upon a previous examination of preparing for big liquidity events, as part of the Stenner Wealth Partners+ wealth management series for ultra-high-net-worth Canadians, Stenner describes the fundamentals of building an investment blueprint and a specific deployment plan for large liquidity events.

This story is brought to you by Stenner Wealth Partners+

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