Agenda – October 20th

Agenda October 20th

11:00 – 11:05 AM Welcome & Opening Remarks 
Mr. Denny Chared, Founder & CEO, DC Finance
11:05 – 11:30AM When All You have is Hope – a Discussion with Entrepreneur 


 
Mr. Frank O’Dea
, Co-Founder of Second Cup 

11:30 – 11:50 AM How to Reduce Taxes and Give More Using Charity Flow Through Shares
Mr. Peter Nicholson
, Founder & CEO, WCPD
Since 2006, WCPD has helped Canada’s wealthiest people reduce tax, and if they wish to, give more to charities of their choice. In this engaging talk, learn how to earn a 25% profit and / or give up to three times more to charities of your choice, at no additional cost.
11:50 – 12:10 PM How To Build An All-Weather Portfolio
Mr. Elie Nour, Founder & CEO, Nour Private Wealth Inc. 
12:10 – 12:30 PM Trends in Privacy and Cybersecurity
Mr. Christopher Ferguson, Partner, Fasken
Ms. Corina Weigl, Co-Leader, Private Client Service, Fasken – Moderator
Join us for a discussion on privacy and cybersecurity trends that are relevant to family offices and their operations and investments.
12:30 – 12:45 PM Entrepreneurship, Technology, and Canadian Trends
Ms. Janet Bannister, Managing Partner, Real Ventures
In 2005, Ms Bannister launched one of Canada’s most successful Canadian online brands: Kijiji, an online classifieds site.  Today she lead Real Ventures, Canada’s preeminent seed-stage venture capital fund.  Join this discussion to hear about technology, entrepreneurship, and how Canada is emerging as a global leader in technology start-ups.
12:45 – 01:00 PM How will Canada Pay for Fall Out of COVID-19?
Mr. Steven Albiani, B. Comm (Hons.), CFP, FBA, Managing Partner, Stratum Advisory Group Inc.
Steven Albiani will provide some insights on theories into how the Canadian government will be paying for the increased debt load that has resulted from the COVID-19 pandemic.  He will also highlight some ideas to address this for Family Offices and their advisory teams.
01:00 – 01:20 PM A Score to Settle – Behind the Scenes of the Story in the October 2021 Issue of ROB Magazine – Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
01:20 – 01:40 PM Toronto: Fireside Chat with 

Mr. Miles S. Nadal, Entrepreneur, Investor & Philanthropist 

 01:40 – 02:00 PM Vancouver:  From Real Estate to Technology – A Story of a Vancouver Based Family Office with 
Mr. Ron Shon, President, The Shon Group of Companies, 2nd Generation Family Member
  Join this discussion about why and how Ron Shon expanded his focus from strictly real estate and other traditional investment vehicles (equities, bonds) to technology, why he thinks that any serious investor should devote a meaningful amount of effort into impact investing in areas like technology and how Ron Shon will continue to do this in the future.
   
   

 

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