© 2015 by Dynamic Legacy Inc.

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SPEAKING ENGAGEMENTS:

Nov. 1, 2016

Ivey Business School

Family Enterprise Stewardship - Preparing the Next Gen

Toronto, ON

Oct. 30, 2016

Family Office AGM

Next Gen Session

Toronto, ON

Oct. 18, 2016

Canada Private Wealth Forum

Global Equities Panel

Toronto, ON

Oct. 4, 2016

Business Families

CAFE/ FEX Central Ontario

Lessons learned from a catastrophic business sale: Protecting Family, Business, Assets & Legacy.

Mississauga, ON

Sept. 7, 2016

YPO Forum

Stewardship & Engagement

Muskoka, ON

June 3, 2016

Ivey Business School

Best Practices after Business Sale

QuantumShift, closed program

London, ON

May 17, 2016

Next Gen

Stewardship Program

Calgary, AB

May 12, 2016:

TIGER 21

Effective Wealth Dialogues 

Houston, TX

April 6, 2016:

Business Families

CAFE Southwestern 

Optimizing the Family Business For Performance & Growth

London, ON

March 28, 2016:

TIGER 21, Next Gen

Best Practices: What you need to know & Why

Rancho Santa Fe, CA

March 10, 2016:

Ivey Business School

Faciliated Family Business Case:

Value-Based Decisions 

HBA

London, ON

SPEAKING ENGAGEMENTS:

September 27, 2017

Canada Private Wealth Forum,

Family Office Panel,

Toronto, ON

September 18 - 22, 2017

Ivey Business School + KPMG,

FamilyShift, closed program

Toronto, ON

September 15, 2017

Transitions Canada

Toronto, ON

June 20, 2017

Canada Private Wealth Forum,

Family Office Panel,

Vancouver, BC

May 24, 2017

Symposium HNW

Toronto, ON

May 10, 2017

CFA Conference

Preparing the Next Generation

Toronto, ON

April 27, 2017

FEX Southwestern

Finessing Futures:

Business Contingency Planning

London, ON

January 24, 2017

Ivey Business School, HBA

Wealth Management

London, ON

January - April, 2017

Schulich School of Business, BBA

Managing the Family Enterprise

Toronto, ON

SPEAKING ENGAGEMENTS:

Nov. 8, 2018

Canada Private Wealth Forum

Family Office Perspectives

Toronto, ON

Sept. 17 - 21, 2018

Schulich Executive Education Centre &

Scotia Wealth Management,

Preparing the Next Generation

Toronto, ON

Sept. 13, 2018

Family Office Symposium, closed program

Family Office Continuity Best Practices

Toronto, ON

 

May 8, 2018

Canada Private Wealth Forum,

Passive v. Active Investing Panel,

Vancouver, B.C.

May 7, 2018

Global CEO Networks

Optimizing Sale & Life After Objectives

Oakville, ON

 

May 1, 2018

Business Transition Forum

Life after Sale - Moderator, 

Toronto, ON

April 19, 2018

Canadian Alternative Investment Forum

Family Office Panel

Toronto, ON

March 2, 2018

International Business & Financial Summit, Bahamas Financial Services Board

Family Office &  Off -Shore Trust Strategies

Bahamas

January 23, 2018

Ivey Business School, HBA

Wealth Management

London, ON

Mailing Address:

Suite 605, 2869 Bloor Street West,
Toronto, ON M8X 1B3
 
T: 416 518 8080
E: sfulford@dynamiclegacy.com
 

SPEAKING ENGAGEMENTS:

November 21, 2019

Canada Private Wealth Forum

Moderator - Future of Asset Allocation 

Toronto, ON

 

November 5, 2019

DC Finance Global Family Office

Conference Moderator - Four Seasons

Toronto, ON

October 3, 2019

Canada Institutional Real Estate Investor Forum

Moderator- Canadian Market Outlook

Toronto, ON

Sept. 26, 2019

Cornell University

Smith Family Business Initiatives

Family, Wealth and Values 

Ithaca, NY

Sept. 24 & 25, 2019

Women's Roundtable

Event Moderator

Langdon Hall, ON

Sept. 14, 2019

Family Assembly - Closed

Cybersecurity for Family Offices

NOTL, ON

August 29, 2019

Trusted Family 

Beyond 100 Years: Preparing for Continuity Inhibitors;

Global Podcast

August 21, 2019

Philanthropic Roundtable - Closed

RCYC

Toronto, ON

 

May 28, 2019

Business Transitions Forum

Family Enterprise Transitions

Toronto, ON

May 14, 2019

Business Transitions Forum

Wealth Strategies and Personal Side of Post Transitions

Edmonton, AB

 

March 20 & 21

Club F - Open

Global Foundations

Toronto, ON

Feb. 11 & 12, 2019 

Corporate Client

Wealth Management - Closed Program

Vancouver, BC & Calgary, AB

January 24, 2019

Ivey Business School, HBA

Wealth Management

London, ON

(Cornell Family Business Event, 2019)