In the News
Coordinated wealth and enduring legacy – Jake Cole, September 9, 2026
- “As wealth grows, a family can approach a threshold where they are looking for more than the traditional advisor model,” Rotstein explains. He believes that need often emerges when tax planning, estate decisions, charitable giving, and preparations for the next generation begin to demand sustained coordination.
Understanding Family Offices: A Modern Overview – Mark Rotstein EQ Partners Inc., December 2, 2025
- As ultra-high-net-worth (UHNW) families grow more complex — with diversified assets, multi-jurisdictional exposure, intergenerational wealth, and philanthropic ambitions — the traditional model of delegating wealth management to a handful of advisors increasingly falls short. This is where the concept of a family office becomes uniquely powerful: a centralized, bespoke institution tailored to the family’s specific needs, values, and long-term vision. “A single-family office delivers deeply personalized strategies that reflect one family’s unique goals, values, and dynamics”, explains Mark Rotstein of Equilibrium Partners Inc.
Equilibrium Partners Recognized Among Canada’s Top 10 Family Offices – Mark Rotstein EQ Partners Inc., October 26, 2025
- Families of significant wealth face a unique paradox. Greater assets and broader opportunities bring complexity, responsibility, and a demand for strategic clarity. For modern families to thrive—financially, relationally, and across generations—wealth cannot simply be managed; it must be guided, interpreted, and stewarded with intention.
CRYPTOCURRENCY and the Current Investment Landscape – Mark Rotstein EQ Partners Inc., January 26, 2018
- Cryptocurrencies, and Bitcoin in particular, have morphed into a love-hate relationship with the investing community and with the mostly uninformed public. Second only to Donald Trump and his daily antics, these discussions dominate mornings at the water cooler and evenings at the bar.
We sit on your side of the table – My Business Magazine, March 8, 2017
What the wealthy want from their Advisors – Investment Executive, December 3, 2015
Problems with trailer fees highlighted by new study – Globe & Mail, October 22, 2015
Want better portfolio performance? Cut your fees – National Post, September 28. 2015
Memo from Howard Marks – Oaktree Investment Management, June 17, 2015
Projected Investment Returns: Why These Guidelines are Golden – Globe & Mail, May 22, 2015
What Do Gundlach and Goldman Really Think of Advisors? – Think Advisor, April 28, 2015
Unfinished Business: It’s Time to End Embedded Commissions – Globe & Mail, August 29, 2014
Robo-advice Service Targets Young Investorts: Roseman – Toronto Star, May 8, 2014
The Financial Conversation, Psychology Today, May 1, 2014
Five Reasons Investments Should Be Treated Like Houses – Financial Post, April 26, 2014
Active Mutual Fund Managers Take Another Beating – Financial Post, October 11, 2013
Canadians confused over what they pay for investment advice – Financial Post, September 4, 2013
15 Tycoons Who Won’t Leave their Fortunes to their Kids – Business Insider, August 20, 2013
Excessive Fees and Investment Mismanagement Will Destroy Retirement Dreams – Fortrus Financial. August 7, 2013
10 Ways to Stay Broke Forever – Globe and Mail, June 5, 2013
Calling out the ETF Fence Sitters – Financial Post, May 24, 2013
Four Reasons the Mutual Fund Industry Should Worry, Toronto Star, May 11, 2013
Mutual Funds: Would we buy them if we knew the costs? – National Post, April 25, 2013
The Two Percent Solution? – FAIR Canada, April 18, 2013
FAIR Canada Urges Reform of Mutual Fund Fee Structure – FAIR Canada, April 15, 2013
DeCloet: Stop Paying Outrageous Mutual Fund Fees – National Post, March 28, 2013
The 23 Best Things Warren Buffet Ever Said About Investing – Business Insider, March 2, 2013
Multi-Family Offices Offer New Way to Help Manage Wealth – National Post, February 11, 2013
Family Inc. – Wall Street Journal, February 10, 2013
10 Tips For Educating The Next Generation – Family Office Exchange
The Price of Bad Bookkeeping – The New York Times, January 30 2013
66 Time Management Tips to Help You Survive Busy Season – accountingWeb.com, January 25 2013
Why you should make estate planning a priority in 2013 – The Financial Post, January 2 2013
When private school for your kids is tax deductible – The Financial Post, September 8, 2012