Our
Presenters

Dr. Raymond Rupert

Rupert Case Management Inc.

The Impact of Brain Health on the Multi-Generational Family

Dr. Raymond Rupert is an expert in advanced case management for clients with complex healthcare problems. He is the founder and medical director of Rupert Case Management Inc. (RMC) and Quest Health Consultancy. Since the early 1990's, RCM has focused on case management, care co-ordination and patient advocacy.

Read his full bio.

Chris Reichert

Blackwood Family Enterprise Services

The Why and How of Family Consitutions

Chris Reichert is part of a team of experienced family meeting facilitators that help enterprising families communicate and make decisions about the complicated issues that occur when business, family and ownership issues overlap. All work is performed on a transparent fee basis and is done in collaboration with the family's existing team of legal, accounting, tax and investment advisors.

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Patrick O'Connor

Blackwood Family Enterprise Services

The Why and How of Family Consitutions

Patrick O'Connor has been delivering excellence and thought leadership in the financial services and planning industry for over 35 years. A seasoned planning professional, Patrick is a strategist, coach, and implementer. Patrick's passion for helping enterprising families can be traced back to his early career in corporate roles with London Life working with business owners and their families.

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Elizabeth Watson

WATSON

Evaluating the Performance of Leaders in a Family Enterprise

Elizabeth Watson, QC (Liz), is the founder and leader of WATSON, whose goal is to strengthen society by supporting meaningful organizations who have positive impact on society at a local or global level. Liz has practiced law for more than 35 years and has spent over half her career advising boards, chairs, directors, committees and CEOs. Since founding WATSON, Liz has worked with a  wide range of clients delivering governance advisory and board recruitment services.

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Rachel O'Connor

WATSON

Evaluating the Performance of Leaders in a Family Enterprise

Rachel O'Connor leads WATSON's Leadership and Performance practice, which focuses on the boards's oversight responsibilities with respect to people-related issues that are essential to effective organizational performance. When boards seek advice on their role as the CEO's employer, or their essential oversight of people, performance, leadership and culture, Rachel provides trusted advice.

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David C. Bentall

Next Step Advisors

How Heroes Impact our Leadership Style

David C. Bentall is the founding principal of Next Step Advisors and is a widely sought-after
speaker and workshop presenter. Through his company he provides family business advisory
services, as well as executive coaching. He is a gifted family meeting facilitator and regularly
assists families to recruit and establish their first formal advisory boards. Prior to establishing his own firm, David worked for 20 years as a corporate executive.

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Victoria Brown

Quest Coaching

Creating Flourishing Families

Victoria Brown is fiercely committed to guiding family businesses to grow their Familiness Factor
and move past constraints so they can prosper, maintain family harmony and thrive over
generations. If you are looking for a proven professional who can help you realize your vision, enhance communication and leadership capabilities, while implementing effective systems for succession, you’ve come to the right place.

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Dr. Lloyd Steier

University of Alberta School of Business

Building Resilience in Families and Family Enterprises through Storytelling

Dr. Lloyd Steier is a Professor of Strategic Management and Organization at the University of Alberta School of Business. He also holds a Distinguished Chair in Entrepreneurship and Family Enterprise. His research interests and publications span family business, strategic management, organizational theory, entrepreneurship and corporate governance. He has experience in teaching and program development at the undergraduate, EMBA, MBA, PHD, executive and family outreach levels

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Shauna Feth

University of Alberta School of Business

Building Resilience in Families and Family Enterprises through Storytelling

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a designated Family Enterprise Advisor™ who was born into a third generation business family and has been actively and effectively promoting, educating and supporting outreach programs for entrepreneurs and business families for over 11 years.

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Paul Attia

Attia Quarries

Learning to Run the China Shop with the Bull Still in it!

Paul is a trial lawyer, keynote speaker, family business advisor, and an executive in his own family’s enterprise.  As an advisor to family businesses and enterprises, Paul works with each member of the family enterprise system, to help them identify, grasp, and distill the issues at play, and works with them to guide them to their desired outcomes, in both the family, and in the business

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Suzanne St. John Smith

Your Family Dynamics

Conflict Avoidance: The Silent Killer

Suzanne St. John Smith has had the privilege of helping families, couples, and individuals resolve their relationship challenges for over 15 years. She’s built two successful private practices: first, in Ottawa; and then, since 2010, in Vancouver.

Suzanne is a designated Family Enterprise Advisor™ (FEA), and as such, she works directly with business families, or in collaboration with multidisciplinary teams, to address issues associated with communications, family relationships, inherited wealth, governance, succession and continuity

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Elena Hoffstein

Miller Thomson

The Role and Impact of Trusts on the Family Business

M. Elena Hoffstein is a Partner at Miller Thomson and her practice is focused in all areas of estate planning and family business succession planning, corporate reorganization both pre and post mortem planning. She also advises on cross border and international matters, will, trusts and marriage contracts. Elena is a recognized leader in charity law advising both charities and donors on effective legislative, tax and regulatory matters and on tax effective charitable gifting.

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Harvey Taraday

TCH Partners LLP

The Role and Impact of Trusts on the Family Business

As an assurance partner with over 40 years of experience Harvey Taraday has significant
experience providing accounting assurance and advisory services to clients working within
privately held and family businesses. Harvey enjoys working with business families, helping them address the unique issues encountered by family members in business together, including succession, continuity planning, governance systems communications and conflict resolutions.

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Nicole Garton

Heritage Trust

The Family Office: Trends and Applications for Transgenerational Wealth

Nicole Garton has many years of legal, fiduciary, trust and governance experience. As the principal of Heritage Law, Nicole is a lawyer and mediator practicing in the areas of wills and estates and family law. As President of Heritage Trust, Nicole offers fiduciary, escrow and multi-family office services to assist individuals, families and business owners navigate the complexities and opportunities that come with wealth.

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Robyn Hooper

Pacific Family Office

The Family Office: Trends and Applications for Transgenerational Wealth

A chartered professional accountant with more than a decade of experience supporting families with complex needs, Robyn built Pacific Family Office around the unique requirements of the people and businesses she’s come to know well. A parent, business owner and a Family Enterprise Advisor (FEA), Robyn is an experienced steward for families with wealth. She has a deep understanding of the financial, legal, and tax requirements of these families, and a passion for positively engaging all stakeholders in the difficult discussions necessary for family enterprise
continuity

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Deena Chochinov

www.deenachochinov.com

Conversations with Kids About Money

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change. Trained by world-renowned leaders in the fields of psychology and organizational development—including Virginia Satir and William Bridges—she draws from a broad repertoire of skills to produce sustainable outcomes for each client.

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Dr. Jamie Weiner

Inheriting Wisdom

Rite of Passage in the Land of Giants

Dr. Jamie Weiner is a clinical psychologist with over 40 years experience and the Co-founder of Inheriting Wisdom. Based in Chicago, Jamie has a multi-faceted background in speaking, coaching and counseling in environments ranging from Cook County Jail to exclusive global VIP forums. He is focused on helping families garner meaningful communication between generations and provide solutions to sustaining wealth and strengthening family legacies

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Russell Haworth

The Family Business Consultancy

Rite of Passage in the Land of Giants

Russell Haworth is a Family Business Consultant based in England. He is a Co-Director of the Land of Giants research project that gives a voice to rising generation family members from families of significant achievement and/or wealth.

Russ has a background in Chartered Financial Planning and specializes in working with family
business owners, helping them to create the financial independence needed to enjoy the
retirement they want. With an in-depth awareness of the challenges that family business owners face, Russ is able to help families achieve their goals

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Our
Panelists

Francoise Lyon

DGC Capital

Women in Leadership in Family Enterprise

Françoise Lyon is President & Managing Partner of DGC Capital, a private equity firm in partnership with a large family office based in Montreal. DGC Capital focuses on investing in game changing companies at the early and late growth stages via PE funds or co-investing opportunities with likeminded investors from around the world.

Read her full bio.

Janice McDonald

The Beacon Agency

Women in Leadership in Family Enterprise

Janice knows that small hinges swing big doors. As a global champion for women, she's been pushing for equity since 1992, when she completed her first graduate degree and wrote her thesis on women on boards in Canada.

She is a sought-after speaker, advisor and leadership expert. An award-winning serial entrepreneur, she has expertise in the music industry, apparel/accessories and start-ups. She has Leadership training from Harvard and INSEAD, and she was appointed to the Women’s Leadership Board atHarvard Kennedy School.

Read her full bio.

Karen Brookman

West Canadian Digital Imaging

Women in Leadership in Family Enterprise

Karen Brookman is a proud female entrepreneur and executive business leader with a proven track record for building successful industry leading service organizations. She is well-recognized for her ability to develop business strategy, cultivate strong leadership teams and bring innovative
technology offerings to market.

In September 2018, Karen returned to Calgary to join her family’s business, West Canadian Digital Imaging. As President and CEO, her mandate is to build the next generation of the company and to lead the development of a business strategy to grow the business across Canada.

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Monette Malewski

M Bacal Group

Women in Leadership in Family Enterprise

Monette Malewski, FEA, is the President and CEO of M Bacal Group, a family insurance business. She is an award-winning strategic advisor. In 2014, she was named as one of 50 most influential women in business by the Canadian Insurance and Investment Journal. She has her FEA (Family Enterprise Advisor) designation and is one of the founding members of FEX (Family Enterprise Exchange), a new organization for family enterprises.

Read her full bio. 

Susan St. Amand

Sirius Financial Services

Women in Leadership in Family Enterprise
-Moderator

Susan is a third-generation entrepreneur and the President and Founder of Sirius Financial
Services, specializing in continuity planning for families with wealth in the Ottawa region. She is past Chair of Ottawa International Airport Authority, past co-Chair of the Institute of Corporate Directors Ottawa Chapter and Chair of the Ottawa Community Foundation.

Read her full bio.