Monday, March 9, 2020 from 11:45 AM to 1:30 PM CDT
Add to Calendar 


RBC Convention Centre Winnipeg 
375 York Avenue
Pan Am Room
Winnipeg, MB R3C 3J3

Driving Directions 


Eva Swan, Administrator, 
CFA Society Winnipeg 

More Information


Copies of the book "Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask" - will be available for purchase at the event.



2020 Partner Sponsors







Wealth of Wisdom:

The Top 50 Questions Wealthy Families Ask 

In their recently-released book, Tom McCullough and Keith Whitaker identify 50 of the most important questions wealthy families wrestle with on the topics of planning, preparation of the rising generations, governance, investing, philanthropy, finding good advisors and other relevant issues. And it delivers answers to those questions from 50 of the world’s leading thinkers and practitioners in the field of family wealth.

In this interview-style presentation, moderator Colin Ryan will discuss with Tom McCullough about his most important findings and how he coordinated 50 top speakers across the wealth management and investment landscape including James Grubman, Howard Marks and Charley Ellis. He will also discuss how the concepts can be used effectively as a tool to stimulate constructive discussion within families.

Speaker Biography

Tom McCullough

Chairman & CEO, Northwood Family Office

Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multifamily office, which provides customized, integrated financial advice and counsel to families of significant net worth. He has spent over 30 years in the wealth management/ family office field.   Tom is Adjunct Professor of finance in the MBA program at the Rotman School of Management, a member of the editorial board of the Journal of Wealth Management, and is co-author of two books, Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask (Wiley, 2018), and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order (Wiley, 2013). Northwood is a founding member of the Wigmore Association, an international alliance of independent family offices. 

Moderator Biography

Colin Ryan, CFA, ICD.D;

Executive Vice President, Senior Portfolio Manager; Director, Wellington-Altus Holdings Inc.

Colin began his wealth management career in 1992 at Burns Fry, which ultimately became BMO Nesbitt Burns.  As well as being a wealth advisor, Colin also spent many years in executive management at his prior firm managing the Prairie Region and was on the advisory committee that set policy and strategy for over 1200 advisors and over $120 Billion in assets. In 2019 Colin and his team transitioned to Wellington-Altus Private Wealth, Canada’s fastest growing independent private wealth firm with offices all across Canada and over $10Billion under administration. In addition to serving high net worth, ultra-high net worth and institutional clients, Colin is also a Director of Wellington-Altus Holdings, providing strategic direction and guidance to the firm.

Colin is a former finalist for the IDA Distinction Award, an award given to investment professionals who represent excellence in the profession. In 2019 he was recognized as one of the top 50 (#11) Advisors in Canada by Wealth Professional Magazine.

Colin is actively involved in the community and is currently Chair of The Associates, Asper School of Business and sits on the Advisory Council, and former Campaign Chair (2017) for United Way Winnipeg. Colin holds a Chartered Financial Analyst designation and graduated from the Asper School of Business at the University of Manitoba with a B.Comm. (Honours – Finance).