Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

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 i...

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 investmen...

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...

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 s...

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 p...

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...

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 ...

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 solutio...

⦁    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 s...

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 fi...

  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 p...

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 ac...

· 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 f...

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 t...

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 Emo...

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 Hosp...

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), Tim...

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 freque...

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 en...