Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth.

Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors.

Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals.

He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.

Lorne MacLean, K.C. (King’s Counsel) is the founder of top-rated MacLean Law and one of Canada’s most experienced and highly rated family lawyers dedicated to family law and divorce in British Columbia.

MacLean has been chosen as a top 25 Canadian Lawyer and a BC Leading Business BIV BC 500 winner in the field of complex and high net worth divorce and family law. His firm was just selected by Canadian lawyer Magazine and Lexpert as a 2023 and 2024 Family law Firm of The Year Awardee of Excellence.

MacLean has set the highest record for interim spousal and child support at over $100,000 a month, the highest record for permanent spousal and child support at over $116,000 a month, the highest fines record for B.C. , set the precedent for international Mareva injunctions, the highest special costs record at $1.5 million, and one of the largest retroactive child support awards in favour of a husband, dismissal of a wife’s spousal support in a high net worth long marriage and he won the leading Canadian case on child custody and the maximum contact principle in Young v. Young in the Supreme Court of Canada.

Lorne has successfully protected clients’ rights since 1983 in the field of high net worth and complex family law disputes, dealing with issues such as spousal and child support, property division, child custody and parenting time and responsibilities disputes, guardianship and access, and marriage-like relationships.

Lorne MacLean, K.C. lives life to the fullest, loves running and weightlifting, jazz music, strategy games, and travelling with his family. He especially loves to find the “hidden gems” in the cities he visits on his world travels. Along with keeping his mind sharp, Lorne is avid about keeping physically healthy with boot camps and cross-fit, half marathons and biking.

Jennifer Risher is an author, speaker, philanthropist, and investor on a mission to move money out of the taboo category and help us have much-needed conversations. Her book, “We Need to Talk: A Memoir About Wealth,” explores the impact of wealth on identity and relationships.

In sharing her story, Jennifer aims to validate the emotional complexities of money and help those with wealth move out of guilt, shame, or a desire to keep money hidden and into meaning, joy, and purpose.

Jennifer was born in Seattle, Washington, grew up in Oregon, and graduated from Connecticut College. She joined Microsoft in 1991 where she worked as a recruiter and then as a product manager. As an extra-fortunate beneficiary of the dot-com boom, she believes abundance can drive change and fuel action — and that we need to be putting more philanthropic dollars to work now.

In 2020, Jennifer and her husband, David, launched #HalfMyDAF to inspire more charitable giving. Over the last four years, they’ve contributed millions in matching funds, rallied donors and nonprofits, and created a community that has moved over $50 million to nonprofits. With the goal of creating more economic, gender and racial equity, Jennifer has also been investing with women-of-color fund managers.

Jennifer and David live in San Francisco, where David is CEO of Lyft. Jennifer loves playing and watching tennis and spending time with her two twenty-something daughters. She is on the board of Women Moving Millions and is a member of Women Donors Network and Solidaire.

Andrew is co-founder and Chief Executive Officer of Neo Financial — a leading Canadian fintech company that’s transforming how Canadians earn, save, and spend money. Founded in 2019, Neo has raised more than $299 million in funding, employs more than 700 people in Calgary and Winnipeg, and has been recognized as Canada’s top tech startup by LinkedIn. In addition to serving more than a million customers, Neo powers financial solutions for leading brands including Tim Hortons, Hudson’s Bay, and Cathay Pacific. Prior to Neo, Andrew co-founded SkipTheDishes, which was acquired for $200 million in 2016. Originally from Saskatchewan, Andrew now lives in Calgary.

⦁ Kim is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys Private Client Law LLP).

⦁ Kim also recently branched out through his professional corporation to put more energy into some of his “passion projects” involving public speaking, coaching, leadership studies, taxation policy and economics / public policy.

⦁ His main area of expertise is tax and estate planning for the owner- manager of private corporations, executives, professional athletes, and other high net worth individuals. Kim obtained his Bachelor of Management degree from The University of Lethbridge in 1992 and his CA designation from The Institute of Chartered Accountants of Alberta in 1994.

⦁ The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

⦁ Kim is a Past Chair and Past Deputy Chair of the Board, Past Treasurer, as well as Past Chair of the Technical Committee for the Society of Trust and Estate Practitioners of Canada (“STEP”). In addition, Kim is a past Chair of

the Board of Governors for the Canadian Tax Foundation. He is also a member and past Co-Chair of the CBA/CPA Canada Joint Committee on Taxation. Kim is a co-founder of the Tax Specialist Group – an association of tax specialist firms across Canada founded in 1999.

⦁ Kim is a recipient of the Queen Elizabeth II Diamond Jubilee Medal (2012), the Business in Calgary 2012 Leader of Tomorrow Award, and in 2013 was conferred the Fellow of the Chartered Accountants of Alberta designation. He is also a recipient of the STEP Founders Award for Outstanding Achievement which was conferred in 2013. Kim participates on many non- profit / charitable boards to ensure that his experience can advance the causes of the organizations that are important to him. For example, in 2021, he was one of the co-founders of a new think-tank - The Aristotle Foundation - and was installed as its original Chair and he continues to serve in that position today.

⦁ Deciding years ago that sleep was highly overrated, Kim makes time to share his immense knowledge through writing, lecturing, teaching, and being an active, national leader in the tax profession. In 2016, he fulfilled his long-standing goal of receiving admission into law school but his busy schedule made him realize that completing law school might have to be in his next life. Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.

⦁ Kim is married to Vivian and they have four sons – Alexander, Lucas, Jacob and Benjamin.

Tony serves as Canaccord’s Chief Market Strategist, and member of the Firm’s U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on the various financial news networks, such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level.

He is a graduate of Le Moyne College with a Bachelor of Arts degree in political science, and currently sits on the Le Moyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys flying, scuba diving, sky diving and all outdoor sports.

Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors.

Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals.

He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.