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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.

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.

  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.

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.

· 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.

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.

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.

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.

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).

Chief Executive Officer, Nexii Stephen is a serial entrepreneur who has founded companies in various industries—including in manufacturing, retail, real estate, investment banking, healthy restaurants (LYFE Kitchen) and CPG food brands (Luvo)—raising over a billion dollars in the process. He has been featured in business publications as an industry disrupter by Bloomberg, Fast Company, Fortune, NY Times, CNBC, and Huffington Post among others. Stephen is committed to creating a greener, healthier planet for future generations. His current mission is to revolutionize the global construction industry, using Nexii’s building technology to create a brighter future for people and the planet.  

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.

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.