Rebecca Moderates DC Finance’s Vancouver Conference for High Net Worth Families

This past May, Rebecca Finley-Schidlowsky traveled to Vancouver, Canada to moderate DC Finance’s Family Office & High Net Worth Conference. The event covered a variety of topics including the transition from Founder-led business to professionalized, an overview of Canada’s mental health and addiction crisis amongst youth, real estate trends in Western Canada with a particular emphasis on Vancouver, the economic impact of artificial intelligence and opportunities for investing, as well as many other topics. The audience even had the opportunity to hear a keynote from Mary Ann Thompson, the heiress to the 7-Eleven Corporation.

In addition to moderating the day, Rebecca led a Next Gen Panel that included Willson Guimont (Seattle, USA), Aliya Rota (Edmonton, Canada), and Tim Yeung (Vancouver, Canada).  As the up-and-coming generation within families, these Next Gens (25-36yrs old) offered a unique voice and perspective to the audience. The Panel discussed the biggest challenges they face, how they are building their own identities, and advice for engaging Next Gens within families. Learn more about DC Finance.

 

Our Finley Team has the privilege of working with Family Offices and Family Businesses right across Canada in multiple areas including Governance, Strategic Planning, and Leadership Development. We worth at both the Family/Shareholder level, right down through the operating company(ies). Our unique lens as “pracademics” (practitioners and academics combined) enables us to offer a unique perspective to clients that other firms do not. A Next Gen herself, Rebecca has the privilege of working with an array of Next Gens to prepare them (most of the time) to become Shareholders and/or work within their families business(es). This often leads to critical conversations around Family Governance Structures and the possibility of creating new roles that speak to Next Gen strengths.