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DTSTART;TZID=America/Vancouver:20261021T160000
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UID:718385-1792598400-1792605600@events.familyenterprise.ca
SUMMARY:Kinnect Vancouver: The Modern Family Office – What’s Changing and What Should Families Be Rethinking?
DESCRIPTION:Open to All Members and Guests –  Join us in Vancouver for a dynamic panel discussion exploring what a modern family office looks like today – and what enterprising families should be rethinking for the future. \nHear directly from experienced family office leaders as they unpack emerging trends\, tackle governance challenges head-on\, address next-generation expectations\, and examine the evolving role of the family office in driving long-term family success. \nFacilitated by Barb Schimnowsky (Watson)\, this engaging conversation brings together three outstanding voices from the family office world: Julian Carson (JH Investments)\, Chris Donkers (McLean Group)\, and Ada Lam (Major Rock Corp.) – each bringing a unique perspective and wealth of experience to the table. Whether you’re deep in the family enterprise space or just beginning to explore it\, this is a conversation you won’t want to miss! \nAgenda \n4:00 PM – Registration Opens4:30 PM – Panel Begins5:30 PM – Social Networking \nPlease 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. \nEvent Details\nWhen\nWednesday\, October 21\, 20264:00 PM - 6:00 PM PDT () \nWho Can Attend\nThis event is open to all members of Family Enterprise Canada (this includes designated FEAs and FEA Candidates). \nWhere\nAnd-Co (map it)1575 W Georgia St #200Vancouver\, BCCanada\, V6G 2V3 \nContact\nFor help with registration\,email events@familyenterprise.ca \nCost\n$20 + tax \n   Register now\nFacilitator\n \nBarb Schimnowsky \, CMC\, FEAPartner\, Watson Board Advisors\nAs a Certified Management Consultant and Family Enterprise Advisor\, Barb brings more than 35 years of executive search experience\, grounded in the foundational work required to truly understand an organization before any search begins. Her industry-wide reputation is built not only on identifying exceptional leaders\, but on ensuring the conditions are right for them to succeed. \nBarb works closely with boards and owners to surface the real issues beneath leadership transitions – clarifying strategy\, defining decision rights\, aligning family and board expectations\, and articulating the capabilities required for the next stage of growth. She helps organizations prepare for the successful introduction of an external CEO or independent directors by establishing clear criteria\, governance discipline\, and shared alignment. \nBalancing objectivity with empathy\, Barb guides families through founder transitions\, next-generation leadership\, and governance evolution. She blends the art and science of search – rigorous process\, thoughtful diagnostics\, and sound judgment – so when a leader is appointed\, the stage is fully set for long-term success. \nLearn more about Watson Board Advisors → \nPanelists\n \nJulian Carson\, CFA\, CAVice President\, JH Investments\nJulian leads the Houssian family office\, overseeing their operating businesses and investment portfolio held within JH Investments.  Julian works with senior leadership to develop and manage the execution of business strategies and leads the finance\, tax\, treasury and investment management activities for the group of companies and the family members. \n \nChris Donkers\, CFA\, CPA\, CAChief Financial & Investment Officer\, McLean Group\nChris Donkers is the Chief Financial and Investment Officer of the McLean Group\, a Vancouver-based single-family office\, where he leads the family office and is responsible for the family’s investment strategy\, capital allocation\, finance\, tax\, treasury\, and governance across a diversified portfolio of public and private investments. \nChris brings more than two decades of experience advising families and managing capital across public markets\, private investments\, and alternative assets. Prior to joining the McLean Group\, he was a Senior Portfolio Manager at Richter Family Office\, Senior Investment Officer at one of Canada’s largest single-family offices in Victoria\, and Head Trader and Portfolio Manager at Fairfax Financial\, where he spent nearly a decade managing institutional investment portfolios. \nChris is a Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA\, CA)\, and holds an Honours Business Administration degree from the Ivey Business School at Western University. \n \nAda Lam\, CPA\, CAMajor Rock Corporation\nAda Lam is the Executive Director for Major Rock Corporation.  She is responsible for the development and execution of strategy for the Armstrong family office\, wealth and risk management of the Armstrong shareholders\, and general oversight of all entities in the Major Rock group including various operating businesses\, investment holding companies\, trusts\, and a private foundation.  She works with the boards and leadership teams of the Armstrong operating subsidiaries\, including Armstrong Collective (Rocky Mountaineer) luxury rail\, Invictus Properties real estate\, and Alder Bay private equity\, in their capital allocation\, succession planning\, and corporate governance.  She is also a director on the board of The Arts Club Theatre Company.
URL:https://events.familyenterprise.ca/event/community-event-oct21st/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
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