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Tuesday, May 28th, 2024

The Carlu, Toronto

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The 2021 Canadian Family Office Online Conference – Part I


10:30 – 10:35 AMWelcome & Opening Remarks 
Mr. Denny Chared, Founder & CEO, DC Finance
10:35 – 10:55 AMEarly-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 AMPanel: 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 AMStrategy & 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 PMHow 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 PMThe Role of Life Insurance in Business Succession – a discussion with
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 PMThe 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 PMCommitment 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 PMMontreal: 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 PMHow 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.