Le Mount Stephen
Le Mount Stephen, 1440 Drummond St, Montreal, Quebec H3G 1V9, Canada

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Event Date Thu Oct 19 EDT (5 months ago)
Location Le Mount Stephen
1440 Drummond St, Montreal, Quebec H3G 1V9, Canada
Region Americas

DC Finance’s Global Family Office and High Net Worth Individual Community is excited to present the Montreal Family Office & High Net Worth Conference.

From an overview of the financial markets and life after COVID to investments in real estate, technology and alternatives. From estate planning, preparing the next-generation, woman entrepreneurship and family business to dealing with depression and addictions, philanthropy, impact investing and the arts. From marrying wealth to divorcing it. We will discuss many of the issues that are on the agenda of the high net worth community. Join us!

We provide our guests with a unique family conference experience with first tier content by notable speakers in an environment that allows for great networking opportunities. Come and gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics.


2023 Speakers

Dr. Sheldon Elman
Serial Entrepreneur; Founder, Medisys Health Group, Persistence Capital Partners and Esplanade HealthTech Ventures

Patricia Saputo
Co-founder, Executive Chairperson of the Board and Strategic Advisor, Crysalia

Maxyne Finkelstein
President, Morris and Rosalind Goodman Family Foundation

Francois de Gaspe Beaubien
Nextgen; Chairman and Chief Coaching Officer, GymTV

Dr. Nava Michael Tsabari
Founder and Director, The Raya Strauss Center for Family Business Research at the Faculty of Management, Tel Aviv University

Robert Kleinman
Former Executive Director, Jewish Community Foundation

Kathy R. Assayag BA, ICD.D
Executive Director, The Jewish Community Foundation of Montreal

Mickael Kanfi
Operating Partner, Inerjys Ventures

Aubrey Rosenhek
Co-founder, ThinkersOne

Ronald C. Shon
President, Shon Group Companies and Founding Managing Partner, REDDS Capital

Marc Rouleau
President, Joddes Limited

Sharon J. Fraenkel
Executive Director, Canadian Friends of Tel Aviv University

Yigal Ozeri

Marco Hussen
Partner, AXIOM

Russell A. Glotfelty
President and CEO, AXIOM

David C. Bentall B. Comm.
Founding Principal, Next Step Advisors