Passing the Torch: Navigating the Wealth Transition

Hosted by

• Guest speaker
  G
  Allan Broudno Partner, Family Office Services @ MNP

  Allan leads the Financial Roadmap practice within MNP’s Family Office Services. He and his team deliver a highly tailored, comprehensive suite of wealth planning and oversight services to private clients of the firm. They work closely with other professionals across disciplines to simplify complexity and drive informed, confident decision-making on the part of their clients — business owners, professionals, executives, and high net worth families. Allan and his team apply the discipline of financial modelling to financial planning in mapping out how each client’s wealth will evolve, leveraging these long-term sightlines to devise optimal strategies for each client’s unique circumstances. Allan earned a Bachelor of Commerce (BComm) in Finance from Ryerson University’s Ted Rogers School of Business. He is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

• Guest speaker
  G
  Danielle Walsh Partner, Succession @ MNP

  Danielle is a member of MNP’s Private Enterprise team. A trusted advisor, Danielle helps family businesses with intergenerational succession planning, while supporting family harmony and the long-term success of their business, to safeguard their legacy for generations to come. Danielle works with both family businesses and non-family-owned businesses. She advises clients on management and ownership succession, family communication, governance, readying the next generation to take over, and exit strategies. Co-author of A Practical Guide to Family Business Succession Planning, Danielle helps the whole family understand the plan, create transparency and promote honest communication. Danielle earned a Bachelor of Commerce in accounting Magna Cum Laude from the University of Ottawa, a Certificate in Family Business Advising and a Certificate in Family Wealth Advising from the Family Firm Institute. She is a Chartered Professional Accountant (CPA) as well as a Chartered Accountant (CA).

• Guest speaker
  G
  David Harris Investment Counsellor and President of the Fiera Capital Foundation @ Fiera Capital

  David Harris is a Private Wealth Investment Counsellor at Fiera Capital. Mr. Harris began his career in the investment management industry in 2015 when he joined the associate program at Scotia Wealth Management. In 2017 he became an Investment Advisor at Cumberland Private Wealth, where he developed financial plans, analyzed and built custom investment portfolios and helped manage a national sales channel. Mr. Harris earned his Bachelor of Commerce degree from Queen’s University in 2015 and holds the CFA (Certified Financial Analyst) and CFP (Certified Financial Planner) designations. He is currently working towards completing his MBA (Master of Business Administration) through Ivey Business School. Mr. Harris serves as President of the Fiera Capital Foundation and volunteers as a member of the St. Michael’s Hospital’s Young Leaders, actively contributing to fundraising and raising awareness for the cause.