Open to Family Members and FEAs who bring a family client. Space is limited.

Structure, strategy and stewardship. Ownership isn’t just a percentage on paper—it determines who holds authority, how decisions get made and whether the enterprise thrives across generations. Join us in London, Ontario for a fireside chat that will cut through the noise and unpack what it truly means to be an owner, why shareholder agreements are a game-changer and how ownership choices can either strengthen family harmony or strain it.

Built for current and next generation enterprise families, you’ll leave this session with practical, real-world guidance to design ownership intentionally—so it protects relationships, supports effective governance and builds lasting value. Hosted alongside Mehendi Kamani (Tall Oak Capital Advisors), Tammy Buss (BlueRoots), and Hilary Leitch and Mark McAuley (Lerners Lawyers), this fireside chat will bring together local businesses who share one goal: to help families thrive across generations.

Please note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted, particularly for any advisors attending the event.