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Wealth and Wisdom After Hours with Shane Wenzel, CEO and President of Shane Homes Group of Companies

Watch the replay of our recent fireside chat with Shane Wenzel where he shares his thoughts about the housing crisis. About Shane Shane is the CEO and President of the Shane Homes Group of Companies, which bears his name. As an industry leader, Shane is responsible for setting the strategic direction for the companies. He […]

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Wealth & Wisdom After Hours with Simon Mills, President, Valley First & Enderby & District Financial

October 14, 2025

Watch the replay of our recent Wealth and Wisdom After Hours Event in in Kelowna with Simon Mills, Present, Valley First & Enderby & District Financial. About Simon As President of Valley First and Enderby & District Financial, Simon is responsible for leading and growing First West’s personal, business and commercial banking teams, as well […]

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Wealth and Wisdom After Hours with Ian Crosby, Head of Accounting Products at Mercury

October 2, 2025

Watch the replay of our recent Wealth and Wisdom After Hours Event in Vancouver with Ian Crosby, Head of Accounting Products at Mercury. About Ian Ian Crosby is a seasoned leader and entrepreneur in the financial services and fintech sectors. Currently heading Accounting Products at Mercury following Teal’s acquisition in 2024, Ian founded and scaled […]

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Webinar Replay – Enterprise Insights: Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises

September 25, 2025

Watch the replay of our recent session with Krista Rabidoux and Shondell Sabad on Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises. Whether you’re managing a Family Office, advising one, or planning for succession, this webinar offers valuable insights. Topics: This webinar is for informational purposes only and does not constitute legal, tax, […]

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