Your Wealth, Well Managed®

Symposiums and Conferences

June 21, 2017 9:00 am

Kevin was a panelist at the Private Wealth Canada West Forum in Vancouver on the topic of Family Governance and Family Dynamics.


Kevin attended the inaugural annual Family Enterprise Xchange (FEX) Symposium in Halifax, entitled “Xchanging Generational Wisdom”.  The Symposium featured business families, thought leaders, and educators from around the world to share knowledge, experience, and ideas.

Click here to learn more about FEX,



Rob and Angela returned from the Society of Trust & Estate Practitioners (STEP) Canada’s 19th National Conference in Toronto. STEP is a worldwide network with a primary purpose to improve public understanding of the issues families face in relation to inheritance and succession planning and promote education and high professional standards among its members.

To learn more about STEP, click here.