2024 Conference & AGM


Wednesday, May 8 @ 10:10 am – 11:10 am ET

Family Story Presentation – A great first-generation Canadian family business succession story

The Cresco story is a family business story about two immigrants, one from Iran and one from Iraq, who created one of the largest and most successful land development firms in Eastern Canada. They will share their vision of ownership for the firm by the two families into the second and third generations and their thoughts on the importance of family values, and family and business governance. Further discussion will involve family business policies, shareholders council, family council, advisory council, code of conduct, and more.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –


Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA
Past Chair,
CALU Board of Directors;
Barrington Wealth Partners inc.;
Adams Wealth Advisory Inc.
Taleb Abidali
Hossein Mousavi


2024 Conference & AGM