Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

Praveen has been a principal of Varshney Capital Corp., a Vancouver based family office, since 1991. He's also a Founding Director of Pyfera Growth Capital & a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus. Mr. Varshney obtained a Bachelor of Commerce degree from the University of British Columbia in 1987 and is a FCPA, FCA. He has been a Director or Officer of many publicly traded companies over the years including one of Canada's largest fintech companies, Mogo Inc. (NASDAQ: MOGO & TSX: MOGO) (Co-Founder). He is also a Co-Founder of NEXE Innovations (TSX.V : NEXE) and of Little Kitchen Academy, and former CFO of Carmanah Technologies which became Canada's largest solar company, and of The Plastic Bank. He was also Co-Founder of a predecessor of Mountain Province Diamonds (TSX : MPVD) who's Gahcho Kue project in September 2016 became the world's largest new diamond mine since 2003 & De Beers' (MPVD's partner) second-largest producer behind its Jwaneng mine in Botswana. Praveen is a member of the Vancouver Chapter of EO since 1996, Toniic, TiE Vancouver (Founding Director) & Silicon Valley Blockchain Society - Vancouver Chapter (Founding Director). He's also served on a number of non-profit boards such as the Varshney Family Foundation, Dalai Lama Center for Peace + Education, the Vancouver Foundation & a Founding Member of Instruments Beyond Borders. He's also an SVP Vancouver Partner, a Director of Foundations for Social Change, and on the Advisory Boards of Room to Read Vancouver and The Thomas Edison Innovation Foundation in New Jersey. He also Co-Founded with his daughter, Jaiya, Down to the Last Straw, a global movement to reduce plastic waste with a major focus on single-use plastic straws. Praveen is also a recipient of Business in Vancouver's 40 Under 40 Awards, the 2020 Greater Vancouver Board of Trade Wendy McDonald Diversity Awards Outstanding Mentor and the 2021 inaugural, 2022 & 2023 Business in Vancouver Top 500 Most Influential Business Leaders in BC (Banking & Finance – Private Equity, Venture Capital & Hedge Funds category).

David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020. Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries. Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist based out of Toronto; for the last seven he was Chief North American economist at Merrill Lynch in New York, where he was consistently ranked in top three of Wall Street economists polled by the annual Institutional Investors survey. David is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a BA and MA in economics from the University of Toronto.

“Ensuring the Legacy of Family Business Through Relational Governance” For more than twenty years, Francesco “Franco” Lombardo has been a family business advisor and facilitator to some of the world’s most diverse and wealthiest families. He set up Veritage, his global advisory firm that exclusively focuses on building relational governance. Franco uses his Safe Space™ model to empower families to show up authentically and to express their feelings surrounding money and relationships. Passionate about nurturing the next generation of family-owned businesses, Franco is the cocreator, and one of the leading facilitators of the Scone Project and Maasai Project, Ensuring the Legacy of Family Business an interactive next-generation leadership development program for business families. As founder and host of INFLUENCE - a gathering of the globe’s highest net-worth families representing their family businesses, Franco facilitates a custom-curated program designed to deepen familial relationships. The author of five books, Franco also hosts the podcast “Safe Space with Francesco Lombardo” - a show for Family Business Leaders and Next Gens. Franco has delivered presentations for the Milken Institute, Campden Wealth and family Business Conferences, Institutional Investor, Tiger21, various YPO/WPO global chapters. He has also been featured in the award-winning Spear’s Magazine and was described as ‘The Truth Agent’ by CEO Magazine. More recently Franco was inducted into the Family Business United Family Business Hall of Fame, which "recognizes the exceptional contribution of individuals and their work in advancing the field of family business."

Scott Terrio, BA, QIC, CPCA, has been a regular author at Macleans and Canadian Business magazines and a listed columnist for Moneysense, focusing on consumer debt issues. He is a frequent media commentator, appearing on BNN Bloomberg TV, CBC and various radio broadcasts. He has contributed to such publications as The Globe and Mail, The Toronto Star, The National Post and The Walrus, among others. In his decade in the insolvency industry and now as Head of Consumer Insolvency at Hoyes Michalos Hoyes, Scott has met with and filed well over 8,000 clients, primarily consumers. He brings his previous background in sales, marketing and business development to making clients feel as comfortable as possible in guidance through various options and tactics, and in trusting advice and solutions under difficult circumstances. His professional experience includes the following: • Ontario Ministry of Ag, Food & Rural Affairs, 1993-1996 • John Deere Canada, 1996-2010 • Cooper & Co. Ltd. Licensed Insolvency Trustee, 2010-2018 • Hoyes, Michalos & Associates, 2018-Present

Richard James Deacon is an award winning Private Office Real Estate Advisor with the world’s #1 luxury real estate firm Engel & Völkers. Richard is the Co-founder of TIGER 21 Canada, an exclusive and highly private investor education organization for ultra-high net worth families. TIGER 21 has over 1100 members across the globe with collective assets in excess of $135B. TIGER’s mission is to help members improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, understand estate planning options, philanthropic endeavors and legacy impact. And of course manage their extensive real estate portfolios. Richard also had a 20 year career in media and advertising, working with the billionaire Thomson family and The Globe and Mail. Richard was inducted into Engel & Volkers Private office in 2021 in only his fourth year as a Realtor, given that EV PO requires 3 years of consecutive performance to become a PO Advisor, Richard is likely the only Advisor to have ever made PO in the first 4 years of their career. Richard has an international background with 28 years of global luxury sales and marketing experience and today specializes in helping his clients with buying and selling some of the most iconic properties across Canada's #1 wine region, the Okanagan Valley. The Association of Interior Realtors Board area covers the snow caps of the Rocky Mtns to the east, the rolling hills of ranch country to the west and the arid desert of the south that borders Washington State. Richard is a passionate and connected philanthropist and his list of volunteer involvements include his role as; Past-President of the National Advertising Benevolent Society, being inducted into the Canadian Advertising Hall of Honor in Toronto, as a Past Director of the acclaimed Children’s Charity Arts Umbrella, as a national judge for the Courage to Come Back Awards, a Mentor of the Year awardee in the Vancouver Board of Trade Leaders of Tomorrow program, as past Chair of a capital campaign for the Union Gospel Mission’s Women and Children’s Ministry, Past- President of the Nicola Valley Food Bank and Campaign Cabinet member for the University of British Columbia’s Business Families Centre.