FEX Symposium

FEX Symposium | September 24 - 26, 2018 | Niagara-on-the-Lake, ON
Bonus! September 27 - PAG Training

NETWORK, COLLABORATE, RELAX, AND LEARN AT THE FAMILY ENTERPRISE XCHANGE SYMPOSIUM 2018!

Monday, September 24: 
• Business family meet and greet dinner 
• FEA & Advisor dinner and networking 

Tuesday, September 25: 
• Family-only workshop
 FEA and Advisor workshop 
• Lunch & afternoon plenary session 
• Cocktail reception 

Wednesday, September 26: 
• Full day with a mix of presentations, panels, and workshops 
• Family Enterprise of the Year Gala Dinner 

Thursday, September 27: 
• PAG training workshop (available for current PAG members only)

You can expect dynamic keynote speakers, interactive skill building workshops, family stories, and engaging panel discussions. Experience all of this in Georgian opulence at the beautiful Queen's Landing in historic Niagara-on-the-Lake. 

REGISTRATION IS NOW OPEN!
Register HERE!

Hotel reservations are now available a the two official Symposium hotels!
QUEEN'S LANDING  |  PRINCE OF WALES


2018 REQUEST FOR WORKSHOP PROPOSALS

The Family Enterprise Xchange (FEX) is accepting proposals for workshop presentations for our annual Symposium to be held September 24 - 26 at Vintage Hotels in Niagara-on-the-Lake, ON, Canada. The symposium will provide a forum for enterprising families and advisors to 'Xchange' knowledge, experience, advice, wisdom, and stories. Families and advisors from across North America will attend this unique conference dedicated to family enterprise. 

submit rfp HERE


COULDN'T ATTEND THE 2017 SYMPOSIUM IN HALIFAX, NS?

On our main stage we listened to a candid interview with two inspiring young women who run their Alberta based family business with passion and purpose. Click here to watch!

Brittney Ramsay leads with a bold and unconventional vision. She’s been with BRITT Land & Engagement for the past 10 years, the first couple of years she was mentored closely by her father, Ray. She started in Communications, transitioned to Business development and at 26 years of age took over the family business as the youngest, and only female, President in the heavily male dominated energy services industry.

Breanne Ramsay grew up innovating and creating new projects that would flourish into her next small business. Her methodology is work hard, play hard – she will not rest until she completes a task and delivers the desired result. Breanne joined BRITT in 2011 after graduating from the University of Victoria. Breanne naturally fell into a role at BRITT, never growing up wanting or expecting to work in the family business, she had aspirations of becoming an Architect. 

Listen to our conversation with Dr. Jim Grubman as he shares his experience advising enterprising families in our advisor to advisor interview here.

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients has earned him a reputation as a valued family advisor. He has coached hundreds of advisors on the core competencies needed to foster exceptional client relationships. His practical approach emphasizes collaboration, empathy, and efficiency.


What attendees had to say about our first FEX Symposium!

"There were a number of good take-aways for us. I would say more than in many conferences." 
- FEX Family Member 

"It seems to be a tricky mix of developing useful content for both advisors and families - but I thought you did a great job!"
- FEX Family Member

"Love it! Will be back!"
- FEX Family Member

"I was very impressed with the quality of the speakers and content."
- FEX Advisor Member


2017 PHOTO GALLERY
We captured every amazing moment! View the 2017 photo gallery here.

MEMBER LOGIN



Forgot your Password?

GET OUR NEWSLETTER

Sign up for our newsletter to stay connected with FEX news, events and programming.

690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375