The 2021 Canadian Family Office Online Conference – Part I
| 10:30 – 10:35 AM | Welcome & Opening Remarks Mr. Denny Chared, Founder & CEO, DC Finance |
| 10:35 – 10:55 AM | Early-Stage Tech Investment Opportunities in Canada Ms. Janet Bannister, Managing Partner, Real Ventures |
| Canada has quickly become one of the best tech start-up markets in the world. Hear from Janet Bannister, Managing Partner of Real Ventures, about the factors that have led to Canada’s tech industry growth and the attractive investment opportunities in the market. | |
| 10:55 – 11:35 AM | Panel: The Impact of Foreign Connections of Family Members |
| Mr. Elias Retsinas, Partner, Fasken | |
| Ms. Corina Weigl, Co-Leader, Private Client Service, Fasken | |
| Ms. Maureen Berry, Partner, Fasken | |
| Mr. Jonathan Charron, Associate, Fasken | |
| Ownership of Foreign Real Estate and the implications of real estate registries in Canada and abroad. | |
| 11:35 – 11:55 AM | Strategy & Current Views in Managing Portfolios |
| Mr. Jacques Maurice, Senior Wealth Advisor & Director, Scotia Wealth Management Mr. Andy Nasr, Chief Investment Officer, Scotia Wealth Management | |
| We will present asset allocation, last year’s recommendations that were presented at our 2020 conference and their performance. We will also talk about sectors to privilege in Canada and the United States. Finally, we will provide an outlook on the global economy and major asset classes like equities and fixed income. | |
| 11:55 – 12:05 PM | How Life Insurance Fits into the Asset Allocation & Estate Planning Process |
| Mr. Francois Beauregard, Financial Security Advisor, Scotia Wealth Management | |
| For most wealthy Canadians Life insurance is often overlooked. However it is one of the most powerful tools to accumulate and protect wealth, as well as dramatically enhance the bottom line of wealthy clients. During this short presentation, we will explain how life insurance fits into asset allocation in order to grow and protect wealth without taking additional risk, the tax treatment of insurance and how life insurance is distributed to the next generation. | |
| 12:05 – 12:25 PM | The Role of Life Insurance in Business Succession – a discussion with Dr. Susan Kichuk, PhD, CEO, The Targeted Strategies Group Mr. Rob Lamka, CPA, CA, Principal, The Targeted Strategies Group |
| For family businesses, the cost of poor succession planning is high – often the survival of the business itself. In a discussion with The Targeted Strategies Group, learn how business owners can take a proactive approach to succession planning and how life insurance should be an integral part of that plan. | |
| 12:25 – 12:45 PM | The Best Investment Ideas Going Into 2022 Mr. Elie Nour, Founder & CEO, Nour Private Wealth Inc. |
| NPW offers a differentiated active strategy of investing in the future and in themes that are changing the world as we know it. Our investment philosophy focuses on companies that have sustainable competitive advantages in segments of the market that enjoy long-term tailwinds. Our investment team is not just looking for topline growth but is looking for profitable growth as well. Today more than ever, we are confident that this strategy is in the best position to reap the rewards, and we are very excited about its future. | |
| 12:45 – 01:05 PM | Commitment to Philanthropy |
| Ms. Kathy R. Assayag, Executive Director, The Jewish Community Foundation of Montreal | |
| How families can focus on accomplishing their philanthropic goals while eliminating all administrative burdens of managing a foundation. How community foundations share their expertise to help people maximize their philanthropic impact, plan for the future, and support multi-generational continuity. | |
| 01:05 – 01:25 PM | Montreal: A Different Partnership Model – The Story of Mirum Agency/Twist Image Mr. Mickael Kanfi, Co Founder, Twist Image and Operating Partner, Inerjys Ventures |
| One of Canada’s most impressive exits, the story of the people behind it and their decision of the equal share each partner gets to join. | |
| 01:25 – 01:55 PM | How to Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon |
| Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach & Financial Coach | |
| Mr. Mark W. Auger, DBA, CEO & Co-Founder, Crysalia Inc. | |
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