Afleveringen
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“Ensuring the Legacy of Family Business Through Relational Governance”
For more than twenty years, Francesco “Franco” Lombardo has been a family business advisor and facilitator to some of the world’s most diverse and wealthiest families. He set up Veritage, his global advisory firm that exclusively focuses on building relational governance.
Franco uses his Safe Space™ model to empower families to show up authentically and to express their feelings surrounding money and relationships. Passionate about nurturing the next generation of family-owned businesses, Franco is the cocreator, and one of the leading facilitators of the Scone Project and Maasai Project, Ensuring the Legacy of Family Business an interactive next-generation leadership development program for business families. As founder and host of INFLUENCE - a gathering of the globe’s highest net-worth families representing their family businesses, Franco facilitates a custom-curated program designed to deepen familial relationships.
The author of five books, Franco also hosts the podcast “Safe Space with Francesco Lombardo” - a show for Family Business Leaders and Next Gens. Franco has delivered presentations for the Milken Institute, Campden Wealth and family Business Conferences, Institutional Investor, Tiger21, various YPO/WPO global chapters. He has also been featured in the award-winning Spear’s Magazine and was described as ‘The Truth Agent’ by CEO Magazine. More recently Franco was inducted into the Family Business United Family Business Hall of Fame, which "recognizes the exceptional contribution of individuals and their work in advancing the field of family business." -
Scott Terrio, BA, QIC, CPCA, has been a regular author at Macleans and Canadian Business magazines and a listed columnist for Moneysense, focusing on consumer debt issues. He is a frequent media commentator, appearing on BNN Bloomberg TV, CBC and various radio broadcasts. He has contributed to such publications as The Globe and Mail, The Toronto Star, The National Post and The Walrus, among others.
In his decade in the insolvency industry and now as Head of Consumer Insolvency
at Hoyes Michalos Hoyes, Scott has met with and filed well over 8,000 clients,
primarily consumers. He brings his previous background in sales, marketing and
business development to making clients feel as comfortable as possible in
guidance through various options and tactics, and in trusting advice and solutions
under difficult circumstances.His professional experience includes the following:
• Ontario Ministry of Ag, Food & Rural Affairs, 1993-1996
• John Deere Canada, 1996-2010
• Cooper & Co. Ltd. Licensed Insolvency Trustee, 2010-2018
• Hoyes, Michalos & Associates, 2018-Present -
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Richard James Deacon is an award winning Private Office Real Estate Advisor with the world’s #1 luxury real estate firm Engel & Völkers. Richard is the Co-founder of TIGER 21 Canada, an exclusive and highly private investor education organization for ultra-high net worth families. TIGER 21 has over 1100 members across the globe with collective assets in excess of $135B. TIGER’s mission is to help members improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, understand estate planning options, philanthropic endeavors and legacy impact. And of course manage their extensive real estate portfolios. Richard also had a 20 year career in media and advertising, working with the billionaire Thomson family and The Globe and Mail.
Richard was inducted into Engel & Volkers Private office in 2021 in only his fourth year as a Realtor, given that EV PO requires 3 years of consecutive performance to become a PO Advisor, Richard is likely the only Advisor to have ever made PO in the first 4 years of their career.
Richard has an international background with 28 years of global luxury sales and marketing experience and today specializes in helping his clients with buying and selling some of the most iconic properties across Canada's #1 wine region, the Okanagan Valley. The Association of Interior Realtors Board area covers the snow caps of the Rocky Mtns to the east, the rolling hills of ranch country to the west and the arid desert of the south that borders Washington State.Richard is a passionate and connected philanthropist and his list of volunteer involvements include his role as; Past-President of the National Advertising Benevolent Society, being inducted into the Canadian Advertising Hall of Honor in Toronto, as a Past Director of the acclaimed Children’s Charity Arts Umbrella, as a national judge for the Courage to Come Back Awards, a Mentor of the Year awardee in the Vancouver Board of Trade Leaders of Tomorrow program, as past Chair of a capital campaign for the Union Gospel Mission’s Women and Children’s Ministry, Past- President of the Nicola Valley Food Bank and Campaign Cabinet member for the University of British Columbia’s Business Families Centre.
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Dr. Tom Deans is the author of three books on the subject of family
wealth transfers. His first book, Every Family’s Business: 12
Common Sense Questions to Protect Your Wealth, remains the
best-selling family business book of all-time and was selected by The
New York Times as one of the top-ten books business owners should
read. The book has sold more than 1.5 million copies worldwide.His second book, Willing Wisdom: Seven Questions Successful
Families Ask, reached #2 on the Globe and Mail’s best-sellers List.
The book has received critical acclaim for its controversial
explanation of why 15 million Canadians do not have a legal will.
Willing Wisdom continues to stir debate on the merits of disclosing a
will with intended beneficiaries.In May 2024, Dr. Deans released The Happy Inheritor: How
Successful Families Prepare Heirs and Transfer Wealth, the third
and final book in his Family Wealth Trilogy.The book examines how many successful families transfer wealth
with the help of their advisor through the use of facilitated family
meetings to bring predictability and transparency to their estate plans.
For families who struggle with this process, the book offers insights
into why. This ground-breaking book reinforces the importance of
family philanthropy in preparing the next generation for the $300
million that is inherited every day by Canadians.Having delivered more than 2000 speeches in 28 countries, he is
regarded as the preeminent thought-leader on the subject of inter-
generational wealth transfers.With his family selling businesses for more than $100 million, prepare
to unlearn everything you thought you knew about transitioning family
wealth.Deans is a graduate Mount Allison University, McMaster University
and earned a Ph.D. from the University of Warwick in England.His books and speeches aren’t just about money and clever tax
plans. They’re about giving people the confidence, inspiration and
the tools to begin important family conversations about the last taboo
– money.To learn more about Dr. Deans and his books, visit
https://www.thomaswilliamdeans.com/. -
Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth.
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Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors.
Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals.
He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.
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Lorne MacLean, K.C. (King’s Counsel) is the founder of top-rated MacLean Law and one of Canada’s most experienced and highly rated family lawyers dedicated to family law and divorce in British Columbia.
MacLean has been chosen as a top 25 Canadian Lawyer and a BC Leading Business BIV BC 500 winner in the field of complex and high net worth divorce and family law. His firm was just selected by Canadian lawyer Magazine and Lexpert as a 2023 and 2024 Family law Firm of The Year Awardee of Excellence.
MacLean has set the highest record for interim spousal and child support at over $100,000 a month, the highest record for permanent spousal and child support at over $116,000 a month, the highest fines record for B.C. , set the precedent for international Mareva injunctions, the highest special costs record at $1.5 million, and one of the largest retroactive child support awards in favour of a husband, dismissal of a wife’s spousal support in a high net worth long marriage and he won the leading Canadian case on child custody and the maximum contact principle in Young v. Young in the Supreme Court of Canada.
Lorne has successfully protected clients’ rights since 1983 in the field of high net worth and complex family law disputes, dealing with issues such as spousal and child support, property division, child custody and parenting time and responsibilities disputes, guardianship and access, and marriage-like relationships.
Lorne MacLean, K.C. lives life to the fullest, loves running and weightlifting, jazz music, strategy games, and travelling with his family. He especially loves to find the “hidden gems” in the cities he visits on his world travels. Along with keeping his mind sharp, Lorne is avid about keeping physically healthy with boot camps and cross-fit, half marathons and biking.
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Jennifer Risher is an author, speaker, philanthropist, and investor on a mission to move money out of the taboo category and help us have much-needed conversations. Her book, “We Need to Talk: A Memoir About Wealth,” explores the impact of wealth on identity and relationships.
In sharing her story, Jennifer aims to validate the emotional complexities of money and help those with wealth move out of guilt, shame, or a desire to keep money hidden and into meaning, joy, and purpose.
Jennifer was born in Seattle, Washington, grew up in Oregon, and graduated from Connecticut College. She joined Microsoft in 1991 where she worked as a recruiter and then as a product manager. As an extra-fortunate beneficiary of the dot-com boom, she believes abundance can drive change and fuel action — and that we need to be putting more philanthropic dollars to work now.
In 2020, Jennifer and her husband, David, launched #HalfMyDAF to inspire more charitable giving. Over the last four years, they’ve contributed millions in matching funds, rallied donors and nonprofits, and created a community that has moved over $50 million to nonprofits. With the goal of creating more economic, gender and racial equity, Jennifer has also been investing with women-of-color fund managers.
Jennifer and David live in San Francisco, where David is CEO of Lyft. Jennifer loves playing and watching tennis and spending time with her two twenty-something daughters. She is on the board of Women Moving Millions and is a member of Women Donors Network and Solidaire.
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Andrew is co-founder and Chief Executive Officer of Neo Financial — a leading Canadian fintech company that’s transforming how Canadians earn, save, and spend money. Founded in 2019, Neo has raised more than $299 million in funding, employs more than 700 people in Calgary and Winnipeg, and has been recognized as Canada’s top tech startup by LinkedIn. In addition to serving more than a million customers, Neo powers financial solutions for leading brands including Tim Hortons, Hudson’s Bay, and Cathay Pacific. Prior to Neo, Andrew co-founded SkipTheDishes, which was acquired for $200 million in 2016. Originally from Saskatchewan, Andrew now lives in Calgary.
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⦁ Kim is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys Private Client Law LLP).
⦁ Kim also recently branched out through his professional corporation to put more energy into some of his “passion projects” involving public speaking, coaching, leadership studies, taxation policy and economics / public policy.
⦁ His main area of expertise is tax and estate planning for the owner- manager of private corporations, executives, professional athletes, and other high net worth individuals. Kim obtained his Bachelor of Management degree from The University of Lethbridge in 1992 and his CA designation from The Institute of Chartered Accountants of Alberta in 1994.
⦁ The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.
⦁ Kim is a Past Chair and Past Deputy Chair of the Board, Past Treasurer, as well as Past Chair of the Technical Committee for the Society of Trust and Estate Practitioners of Canada (“STEP”). In addition, Kim is a past Chair of
the Board of Governors for the Canadian Tax Foundation. He is also a member and past Co-Chair of the CBA/CPA Canada Joint Committee on Taxation. Kim is a co-founder of the Tax Specialist Group – an association of tax specialist firms across Canada founded in 1999.
⦁ Kim is a recipient of the Queen Elizabeth II Diamond Jubilee Medal (2012), the Business in Calgary 2012 Leader of Tomorrow Award, and in 2013 was conferred the Fellow of the Chartered Accountants of Alberta designation. He is also a recipient of the STEP Founders Award for Outstanding Achievement which was conferred in 2013. Kim participates on many non- profit / charitable boards to ensure that his experience can advance the causes of the organizations that are important to him. For example, in 2021, he was one of the co-founders of a new think-tank - The Aristotle Foundation - and was installed as its original Chair and he continues to serve in that position today.
⦁ Deciding years ago that sleep was highly overrated, Kim makes time to share his immense knowledge through writing, lecturing, teaching, and being an active, national leader in the tax profession. In 2016, he fulfilled his long-standing goal of receiving admission into law school but his busy schedule made him realize that completing law school might have to be in his next life. Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.
⦁ Kim is married to Vivian and they have four sons – Alexander, Lucas, Jacob and Benjamin.
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Tony serves as Canaccord’s Chief Market Strategist, and member of the Firm’s U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on the various financial news networks, such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level.
He is a graduate of Le Moyne College with a Bachelor of Arts degree in political science, and currently sits on the Le Moyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys flying, scuba diving, sky diving and all outdoor sports.
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Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors.
Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals.
He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.
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Jason Sarai is the Founder and Creative Director of SARAI Bespoke, a boutique lifestyle brand that creates custom luxury garments for a global clientele. The company’s sartorial vision combines old world craftsmanship with modern sensibility to produce clothing that stands the test of time. Founded in 2014, SARAI Bespoke is based in Vancouver, but serves clients across Canada, the United States, and Europe. SARAI Bespoke is also active in the lifestyle space, working with renowned restaurants, hotels, and spas, as well as brand partners such as Omega, Aston Martin, Porsche, Lamborghini, Rémy Martin, and Cartier to complement its clients' experience.
Prior to founding SARAI Bespoke, Jason worked as a Wealth Management Advisor for high net worth families and corporations. It was his years in finance that inspired the creation of his clothing line: clients continually sought quality-made, bespoke garments, but couldn’t find a lifestyle experience to match the pieces they desired. In addition to his design work, Jason supports numerous philanthropic endeavors: he is the co-founder of 1KARMA with Riaz Megji, veteran television host and executive coach, to support various organizations and charitable causes. He is also a member of the Future Leaders Committee at the St. Paul’s Foundation, and participates each year in the Covenant House Executive Sleep Out, a cause that has raised more than $1 million to support disadvantaged and homeless youth in Vancouver.
Jason’s website is www.stylebysarai.com and his Instagram is @stylebysarai.
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· Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. As an integrated advisor, Cindy draws on over 35 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspective and facilitates understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.
· Cindy’s education and designations include B.Comm, FCPA*, LL.B., LL.M, TEP, ICD.D. and Family Enterprise Advisor*. To support her expertise in working with families she is an active member of several thought leadership organizations including the Society of Trust and Estate Practitioners (STEP) and the Purposeful Planning Institute. As a lifelong learner, Cindy values the importance of ongoing education and supports families in their education journey including in her role as Chief Learning Officer for Tamarind Learning Canada.
· Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a national and international speaker, author and committee / board member for a variety of professional organizations including: TEC Canada, STEP, Family Firm Institute, Purposeful Planning Institute, CALU, Chartered Professional Accountants of Alberta, the Canadian Bar Association and the Canadian Tax Foundation. She was a member / Chair of the STEP Worldwide Business Families Global Steering Committee from 2018 – 2022.
· In 2018 Cindy was awarded “Trusted Advisor of the Year” in the prestigious global STEP Private Clients Awards and she was recently announced as finalist in the 2023 STEP Worldwide Family Business Advisory Practice of the Year category.
· Cindy’s charitable causes focus on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC’s Women of Courage program.
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David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020.
Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries.
Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist based out of Toronto; for the last seven he was Chief North American economist at Merrill Lynch in New York, where he was consistently ranked in top three of Wall Street economists polled by the annual Institutional Investors survey.
David is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media.
He received both a BA and MA in economics from the University of Toronto.
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Danielle is a Life Learner dedicated to bringing out the best in herself and others. Danielle is a Business Graduate from Concordia University. She completed wealth management courses at the University of Toronto’s Rotman School of Management and The John Molson School of Business in Montreal. She is an Accredited Certified Coach through the International Coaching Federation and The Coach Teaching Institute with designations in Emotional Intelligence, Resilience and Legacy Coaching. She also trained with the Co-Active Training Institute group in co-active coaching. She is a Family Enterprise Advisor Designate achieved through the Family Enterprise Xchange and completed a Certification in Applied Positive Psychology through the Flourishing Center.
As a Family Advisor she is clarifying purpose, resolving conflict, and amplifying total wealth, where wealth is much more than financial capital – the focus here is on Human Capital. The basis of her family advisory role is: “Are you communicating in a way that the family is in Harmony?” As a professionally-trained Coach, Danielle’s goal is to hold a safe space for her clients. She provides accountability, clarity and support on their journey of self-discovery and forward motion. The basis of her coaching is: “Are you living the Legacy you want to be remembered for?” Danielle also engages at speaking events sharing her story, knowledge and experience to help other Canadian families overcome the proverbial saying; “shirtsleeve to shirtsleeve in 3 generations”.
Danielle is 3rd generation of a prominent Canadian Family Business. She worked in her family’s business until she married, moved to Ontario and began a family of her own. She is mother to 3 wonderful young ladies. She is President of Danuto Holdings, an investment company. She is a Trustee for the Lakefield College School. Danielle co-facilitates parenting workshop within her community as well as a group of FEA’s to share and learn. On the home front, Danielle organizes and leads family meetings, creates multigenerational games, coordinated the writing of a family values book which lead her to publish her own book. Her focus is on building a family legacy and fostering financial literacy in the younger generation. Danielle has a passion for travel, nature and staying active. She plays the piano and clarinet and volunteers her time supporting her community.
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President, Beedie
Built For Good,
Born and raised in Burnaby, BC, Ryan Beedie is president of BEEDIE, one of Western Canada’s largest industrial and residential development companies.
More than the business’ success, though, is Ryan’s personal commitment to give back to the community, contributing personally nearly $125+ million to 350 organizations as varied as Simon Fraser University, Ronald McDonald House, the BC Children’s Hospital, YWCA in Vancouver and The One Campaign, fighting poverty around the world and where he sits on its Global Leadership Council.
In 2018, Ryan launched Beedie Luminaries with a personal commitment of $50 million, to provide post-secondary scholarships for promising but disadvantaged students mainly in British Columbia. Most recently, Beedie Luminaries launched its Spark Program (Single Parent Awards for Resilience and Knowledge), providing single parents facing financial adversity with support for full-time or part-time studies.
Ryan Beedie’s work has earned numerous awards and acknowledgments, one of the most recent being the Business Leader of the Year from the Canadian Chamber of Commerce and the Order of British Columbia, recognizing Ryan’s dedication to community support and philanthropy.
Ryan and his wife Cindy Beedie reside in British Columbia.
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Steven Scott BCOM, CA, CPA, is the Chair and Chief Executive Officer of StorageVault Canada (TSXV: SVI) and of the Access Group of Companies. Mr. Scott has over 20 years of experience in the ownership, acquisition, development and management of self storage, residential and Industrial real estate in Canada.
Mr. Scott is the Chair of Parkit (TSXV: PKT) and sits on the Boards of Park Lawn Corporation, (TSX: PLC), (Audit Chair), Timbercreek Financial Corporation (TSX: TF) and the Canadian Self Storage Association, (Treasurer).
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Jonathan Medved is the Founder and CEO of OurCrowd. Named by the Washington Post as “one of Israel’s leading high tech venture capitalists” and by the New York Times among the “top 10 most influential Americans who have impacted Israel,” Jon is a serial entrepreneur and investor, and one of the pioneers of Israel’s venture capital industry. Jon is a regular television guest on CNN, BBC, CNBC, Bloomberg TV and SkyNews, and is frequently quoted in major business publications. Start-up Nation, the best-selling book on Israel’s high-tech economy, describes him as “one of Israel’s legendary business ambassadors.” A California native, Jon moved to Israel in his 20s where he successfully built and exited several startups. These include MERET Optical Communications, a fiber optics pioneer sold to Amoco; multilingual leader Accent Software (Nasdaq: ACNTF); and mobile video platform Vringo (NYSE:VRNG). In 1994, Jon was a co-founder of Israel Seed Partners, one of Israel’s first venture capital funds. Including the OurCrowd portfolio, Jon has backed over 400 tech startups as a venture capitalist and angel investor.Jon collects rare single malts and loud Hawaiian shirts and lives in Jerusalem with his wife Jane, his four children and twelve grandchildren.
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Mike Woollatt is Managing Director and Head of Canada for Hamilton Lane.
Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Before that Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.
Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.
Mike holds a Masters in Economics from the University of British Columbia.
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