Mo Lidsky, a seasoned alternative investment professional and family office advisor, shares his journey from being a refugee to building Prime Quadrant, a leading family office in Canada. He emphasizes the importance of gratitude, humility, and adding value to others. Mo defines single-family offices as ultra-affluent families investing principal capital to meet their objectives, while multi-family offices focus on generating fees and providing a range of services beyond investment management. He also discusses the Prime Quadrant Conference, a highly respected event that brings together families and thought leaders in support of pediatric mental health.

In today's episode, Karen sits down with Nicola Wealth’s Danielle Skipp for a conversation that not only explores Danielle's professional journey but also delves into her advocacy for women and her philosophy on happiness and personal growth.

Her story transitions from legal practice to a pivotal role in asset management, highlighting a move fuelled by a letter to a role model that eventually led her to significant opportunities in Toronto and a fulfilling career in wealth management.

Karen and Danielle also discuss the importance of supporting women, with Danielle reflecting on her involvement in initiatives that empower female professionals. This segues into an exploration of Nicola Wealth's growth, where Danielle has played a crucial role. She outlines the company's evolution, its approach to investing, and the challenges and strategies associated with scaling and talent acquisition.