Gwen Becker, CFP, CIM, FCSI at RBC Wealth Management Dominion Securities - Portfolio Manager & Wealth Advisor:  Gwen  facilitates and manages portfolios for individuals, institutions, charitable foundations and endowments. Drawing on over three and a half decades of experience, she works with investors seeking a customized, well-diversified investment strategy that focuses on protecting capital and achieving long-term growth, without exposure to unnecessary risk.

Trudy is a Family Enterprise Advisor™ certificant and a Certified Executive Coach specializing in facilitating continuity planning and communication, specifically the difficult conversations. As a facilitator of Meaningful Dialogue™ - frank conversations about the tough issues - Trudy ensures each person is heard, seen and understood.  Trudy supports families who wish to achieve alignment, harmony and unity by leading strategic conversations that include vision, mission and values; both in business and family.  She empowers people to bring their "best selves" to the process while taking on the real challenges of succession planning.

Gena Rotstein, Dexterity Consulting - Advisor in Philanthropy:

Gena has been working with individuals, families and family-owned businesses alongside their financial and legal advisors helping them set up their charitable giving strategies and legacy plans since 2002.  

H olding an MA in non-profit management and a certified Family Enterpris e Advisor ™, she bridges the social needs of community and charities with t he legacy visions of donors and their families.