2024 Conference & AGM

Moderators

Adam Shapiro, CLU, CFP, FEA, TEP, CPA, CA

Partner & Co-Founder, Chronicle Wealth

“I take great pleasure in helping my clients see the gaps, and the path forward, that others do not. Getting people to a better place is the goal of every interaction.”

 As an estate and succession planner for over two decades, Adam Shapiro’s mission has been relentless: to work with wealthy families in order to help identify and provide elegant solutions to their sophisticated problems.

Adam’s ability to provide exceptionally proficient counsel is based on the broadest professional perspective including valuable experience in virtually every seat at the table – earned by practicing as a Chartered Accountant with Ernst & Young where he specialized in tax, succession planning and family estate planning. Adam has also developed a deep background in strategic insurance planning and wealth management through industry positions and focused practice during his career.

A frequent speaker and writer on tax, estates, trusts, insurance and financial planning, Adam’s media work includes articles in the Canadian Tax Journal, CA Magazine, The Globe and Mail and Step Inside, plus appearances on Report on Business Television.

An active community fundraiser, in support of Baycrest, Adam has helped raise funds and awareness for Alzheimer’s and brain related disorders. Skiing, travel and other active pursuits stimulate Adam when he is away from the office. The best times always include his wife Lani and three beautiful children, Maya, Leila and Jonah.

TICKETS

2025 Conference & AGM