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

BNN Bloomberg Brand Studio & Smart Wealth ™
Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

  1. VOR 1 TAG

    Praveen K. Varshney

    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).

    53 Min.
  2. 06.11.2024

    Francesco Lombardo

    “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."

    38 Min.
  3. 04.09.2024

    Richard James Deacon

    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.

    1 Std.
  4. 07.08.2024

    Dr. Thomas William Deans Ph.D.

    Dr. Tom Deans is the author of three books on the subject of familywealth transfers. His first book, Every Family’s Business: 12Common Sense Questions to Protect Your Wealth, remains thebest-selling family business book of all-time and was selected by TheNew York Times as one of the top-ten books business owners shouldread. The book has sold more than 1.5 million copies worldwide. His second book, Willing Wisdom: Seven Questions SuccessfulFamilies Ask, reached #2 on the Globe and Mail’s best-sellers List.The book has received critical acclaim for its controversialexplanation of why 15 million Canadians do not have a legal will.Willing Wisdom continues to stir debate on the merits of disclosing awill with intended beneficiaries. In May 2024, Dr. Deans released The Happy Inheritor: HowSuccessful Families Prepare Heirs and Transfer Wealth, the thirdand final book in his Family Wealth Trilogy. The book examines how many successful families transfer wealthwith the help of their advisor through the use of facilitated familymeetings to bring predictability and transparency to their estate plans.For families who struggle with this process, the book offers insightsinto why. This ground-breaking book reinforces the importance offamily philanthropy in preparing the next generation for the $300million that is inherited every day by Canadians. Having delivered more than 2000 speeches in 28 countries, he isregarded as the preeminent thought-leader on the subject of inter-generational wealth transfers. With his family selling businesses for more than $100 million, prepareto unlearn everything you thought you knew about transitioning familywealth. Deans is a graduate Mount Allison University, McMaster Universityand earned a Ph.D. from the University of Warwick in England. His books and speeches aren’t just about money and clever taxplans. They’re about giving people the confidence, inspiration andthe tools to begin important family conversations about the last taboo– money. To learn more about Dr. Deans and his books, visithttps://www.thomaswilliamdeans.com/.

    1 Std.

Info

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

Das gefällt dir vielleicht auch

Melde dich an, um anstößige Folgen anzuhören.

Bleib auf dem Laufenden mit dieser Sendung

Melde dich an oder registriere dich, um Sendungen zu folgen, Folgen zu sichern und die neusten Updates zu erhalten.

Wähle ein Land oder eine Region aus

Afrika, Naher Osten und Indien

Asien/Pazifik

Europa

Lateinamerika und Karibik

USA und Kanada