Advisors and families invest a lot of resources enriching the lives of their young children and teenagers. But developmental years begin long before the age of 16. How might families and advisors invest (holistically) in children to the advantage of the family enterprise? Enette will share her family secrets on how to start the family mastermind journey to inspire children to develop a healthy relationship to money, understand the value of service, identify and pursue their genius, and openly communicate their needs to other family members. Specifically, Enette will demonstrate ‘where creativity and expertise meet’ in her own family dynamic through: master planning, learning tools, and special projects.
Tuesday October 1st, 2019
7:30 AM: Doors open; breakfast and networking
7:50 AM: Start
8:45 AM: Q&A and closing remarks
Breakfast will be provided
Rideau Club | 99 Bank St., 15th Floor | Ottawa, ON
Please use the valet parking service and we will validate your parking voucher
Hosted by:
Michael Kirkpatrick, CFP, FEA, TEP
Vice President & Portfolio Manager
RBC Dominion Securities
David Stewart, CFA, CFP
Investment Counsellor
RBC PH&N Investment Counsel
Featuring special guest speaker:
Enette Pauzé Ph.D., FEA
Family Business Advisor
Level 8 Leadership Institute
Enette Pauzé, PhD, FEA, is the CEO of the Level 8 Leadership Institute, a private organization dedicated to inspiring world leaders who leave global legacies. Enette grew up in a family business (G3), and combining her expertise in leadership, business partnerships and family enterprise, she serves as a professional facilitator and business advisor to family and non-family owned companies. With a shared value on family and learning, Enette and her husband Sunjay have dedicated more than 10yrs to master planning how to help each of their family members identify and fulfill his/her own purpose by leveraging the family dynamic. From brining the family on the road, to coordinating family schedules more complicated than air traffic control, Enette helps families from around the world discover and leverage their familiness advantage.
Attendance is complimentary, but seating is limited.