Regional Member Briefing - Toronto - May 3, 2018


Thursday, May 3, 2018 - 11:30am to 1:30pm

**As of May 2 please email if you would like to inquire regarding registration**

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.


The National Club
303 Bay Street
Toronto  Ontario  M5H 2R1
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
12:00 pm Lunch and Presentations/Q&A

Best Practices of Successful Families
Presented by: Tim Cestnick, FCPA, FCA, CPA(IL), CFP, TEP

In this presentation, Tim Cestnick will share insights coming from many years of advising some of the most successful families in Canada, and abroad. Tim will focus on the best practices that have allowed these families to foster a common set of values across generations, maintain healthy and happy families, improve the growth of their assets, minimize tax and financial leakages, and mitigate risks facing the family.

1:00 pm Peer Dialogue
1:30 pm Adjourn



Tim Cestnick, FCA, FCPA, CPA(IL) CFP, TEP, Co-Founder & CEO, Our Family Office Inc.

Tim Cestnick enjoys a reputation as one of Canada's most respected experts and public speakers in the areas of tax and personal fiance. Tim is Co-Founder & CEO of Our Family Office Inc., one of Canada's leading wealth advisory firms to affluent families. 

Tim consults and speaks in all areas of personal finance. In addition to his CA designation, he is a Chartered Professional Accoutant (CPA), Certfied Public Accountant (Illinois), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).

Tim's national speaking profile is confirmed by his position as a personal finance columnist for the Globe & Mail's Report on Business, Canada's national newspaper. He has authored 18 best-selling books, and is a regular contributor and on-air personality on radio and television. He appears regularly on CTV, CBC Newsworld, BNN, and the best-known money programs in the country.

Tim and his wife Carolyn have three children and two dogs. All are hockey fanatics - especially the dogs. 

Vincent Hayes, Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community.

Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. Vincent is a graduate of Western Michigan University with a Bachelor of Business Administration degree in Finance and minor in Accounting. He is based in Chicago.

Mariann Mihailidis, Managing Director, Councils

Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.

Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies.

She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Mariann received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.