The Ontario Chapter of the Family Firm Institute ~
the premier organization focused on interaction and support for family business advisors from all disciplines.Strategic networking has become critical to business success.
Here’s an opportunity to make your time count spent with collegial, seasoned, professionals - the very people you and your clients want to get to know. Who do you want to talk to? About The Family Firm Institute (FFI)FFI is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields. Be our Guest
All family business advisors are welcome to join us at any or all of our events. Ensure your name is on our distribution list and we will notify you about each event as information becomes available. Registration fee of $75 CAD ($70 US) for each event. Click here to learn more about and/or register for our next event.  
Three Ways to ParticipateBecome a Member of the Ontario Chapter
As a member of both FFI International and the Ontario Chapter (ONC), you will enjoy a host of networking and learning opportunities and keep your finger on the pulse of family business advising in Canada and around the world. Membership includes: (in addition to your full FFI benefits found here)
- Complimentary attendance at 4 local events
- Complimentary attendance for a guest at one event of your choice
- Affirmation of your support of FFI/ONC at all local events
- The opportunity to network and share resources with local advisors
- Continuing education opportunities through FFI International conferences and seminars
- Additional learning opportunities from FFI/ONC events
- Access to FFI International’s professional certificate programs
- Access to FFI International’s online and print resources
Your investment:
- FFI International membership fee of $675 CAD ($650 US) and:
- ONC membership fee of $165 CAD ($160 US)
Steps
- You can click here to complete the personal information form online and submit your payment for FFI international membership fee of $675 CAD ($650 US). For the Chapter fee, please use this form (FFI ONC Membership fee of $165 CAD ($160 US) or you can join both FFI international and the chapter using the printed form.
Become a Friend of FFI Ontario
Take advantage of the opportunities to network and share resources with other local advisors. Your subscription includes complimentary admission to all ONC area events. Your subscription includes:
- Complimentary attendance at 4 local events
- Complimentary attendance for a guest at one event of your choice
- Affirmation of your support of FFI/ONC at all local events
- The opportunity to network and share resources with local advisors
- Valuable learning opportunities from FFI/ONC events
Your investment:
- One year for a fee of $250 CAD ($225 US)
Steps
- Click here to download the Friends of FFI Registration Form, and send payment to FFI.
Sign up to receive invitations to our events by emailing us at ffi@ffi.org Meet the 2010 ONC Board of DirectorsDavid Shlagbaum (President) 416-360-3356
Bruce Roher (Treasurer) 416-645-6500
Stuart Bollefer (Secretary) 416-863-1500
Evan Thompson (Events Planning & Sponsorship) 416-487-8086
Anne Wildfong (Events Planning & Sponsorship) 416-777-7357
Murray Gottheil (Membership) 905-273-3300
Larry Klar (Newsletter) 416-867-8090
Simon Kay (Advertising & Media Relations) 416-943-0300
Jennifer East 416-645-6500
Glenn Davis 416-868-2032
Michael Fabbri 416-868-4286
Sean Wynn 416-361-6144
Steven Albiani 905-821-8224 Do you have a question?
For specific information relating to the Ontario Chapter of the Family Firm Institute, such as membership or sponsorship details, please contact one of the board members by telephone or email. Sponsorship OpportunitiesFFI Ontario offers exclusive speaking and sponsorship opportunities. Your firm may elect to put forward the keynote speaker or speakers or become an annual sponsor (which includes a speaking opportunity at each event.) Platinum Sponsor Benefits (Annual sponsorship fee: $25,000CAD)
Exclusive sponsorship of as many as four main events during the FFI calendar year (January to December) Association with FFI, the leading organization and primary source for interdisciplinary education and networking for family business professionals Exposure to as many as 90 + professionals at each event garnering multiple client referral opportunities Your firm’s logo on the ONC/FFI International Website Your firm’s name and logo in marketing materials prior to every event Complimentary event tickets (ten) Your banners at the event, and your firm’s promotional materials distributed to each guest Speaking opportunity if desired at each event. Gold Sponsor Benefits (Annual sponsorship fee: $5,000CAD)
Exclusive sponsorship of one event Association with FFI, the leading organization and primary source for interdisciplinary education and networking for family business professionals Exposure to as many as 90 + professionals at each event garnering multiple client referral opportunities Your firm’s logo on the ONC/FFI International Website Your firm’s name and logo in marketing materials prior to every event Complimentary event tickets (five) Your banners at the event, and your firm’s promotional materials distributed to each guest Speaking opportunity if desired at each event. For more information, or to arrange a brief presentation, please contact:
David Shlagbaum (416) 360-3356
Anne Wildfong (416) 777-7357
Evan Thompson 416-487- 8086 What Are the Benefits of Speaking at an FFI Event? - Gain exposure and visibility for your organization.
- Be known as an opinion leader in your field.
- Gain access to potential markets by demonstrating depth and reach of services.
- Share your family business story and your expertise as a family business advisor.
- Numerous networking opportunities with other family business owners and family wealth advisors
What Our Guests Say“I was very impressed with the quality of the program and the attendees. They are clearly very successful and welcoming professionals who made me feel very much at home.” Family Coach
“The quality of the event was first-rate, from the speakers to the guests. I will certainly return as I made several good contacts for myself and my clients.” Financial Advisor ONC Event Schedule 2009 - 2010December 2, 2009
Best Practices Breakfast
Stuart Bollefer, Tax Partner
Aird & Berlis LLP, Toronto
Structuring your company for transition
You may have spent much of your life building your company. Now, you want to be sure your efforts benefit you – and the next generation.
Topics include:
• Planning techniques useful for third party sales as well as passing business on to the next generation
• Freezing and capital gains exemption planning
• Asset protection and safe income planning … and more.
January 2010
Best Practices Breakfast
Malcolm Burrows, Head, Philanthropic Advisory Services
Scotia Private Client Group
Scotia Plaza, Toronto
How trusted advisors can harness the power of philanthropy and enhance their client relationships.
Strategic discussions with your clients about philanthropy can help form the foundation of an enduring client relationship. Gain practical tips into how to start the conversation from Malcolm Burrows, one of Canada’s foremost experts on charitable giving.
February 16, 2010
National Club, Toronto
David Rosenberg
Chief Economist and Strategist
Gluskin Sheff + Associates Inc.
Shifting economic trends are affecting Canadian business owners every day: How to adapt to uncertain times.
Gain from comments by one of the world’s most respected economists, whose knowledge and candour are rare and invaluable in both bull and bear markets.
Spring 2010
Brooks Brothers
200 Bay StreetRoyal Bank Plaza, Toronto
An evening with Claudio Del Vecchio: Lessons learned from a retail icon.
Join Claudio Del Vecchio, Chairman and CEO of Brooks Brothers as he welcomes us to Toronto’s Brooks Brothers' elegant and long-awaited flagship store. He will inspire family business owners and their advisors with practical and personal insights based on a lifetime devoted to the retail industry. There will be other exciting touches to the evening that you've come to expect when visiting a Brooks Brothers store.
September 22, 2010
Mother Parkers: Brewing business success for three generations
The National Club
303 Bay St., Toronto
Analysts are divided on the strength of the co-ceo business model. To some, it can make a firm doubly efficient. Or, it can lead to turf wars and duplication. Champions and critics of the model agree that a company’s success depends on the co-ceos’ ability to lead together while focusing on their unique strengths and working to the same plan.
On September 22, you’ll get a rare opportunity to hear Co-Chief Executive Officers of Mother Parkers Tea & Coffee Inc., Michael and Paul Higgins offer insights int- the viability of the co-ceo business model. They will also share ideas on business succession planning and talk about leading this third-generation company in an increasingly competitive global arena.
Bring your questions about how business co-leadership might be appropriate for your clients and learn from two seasoned co-ceos who have made the concept work.
ONC Event 2008 - 2009 Past SpeakersJennifer Kolari, communications expert and author
Jack Moore, fourth-generation family member, Benjamin Moore & Co.
Tom Deans PhD., author of Every Family’s Business and former family business owner
Brendan T.N. Caldwell, President & CEO of Caldwell Investment Management Ltd.
Mark Smucker, a Director of the Board of J.M. Smucker Company, and President of Special Markets for the Company
Larry Rosen, CEO and Chairman, Harry Rosen Inc.
Andrew Molson, seventh-generation member of the Molson family and a Senior Partner and Vice-Chairman, Res Publica Consulting Group. |
