Praveen K. Varshney

Praveen has been a principal of Varshney Capital Corp., a Vancouver based family office, since 1991.  He's also a Founding Director of Pyfera Growth Capital & a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus.  Mr. Varshney obtained a Bachelor of Commerce degree fr…

David Rosenberg

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 econom…

Francesco Lombardo

“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 exclusiv…

Scott Terrio

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…

Richard James Deacon

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…

Dr. Thomas William Deans Ph.D.

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 boo…

Judi Cunningham

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 educat…

Ben Rabidoux

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 investo…

Lorne MacLean, K.C.

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…

Jennifer Risher

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…