{"id":39099,"date":"2026-09-25T10:07:32","date_gmt":"2026-09-25T14:07:32","guid":{"rendered":"https:\/\/cfamontreal.org\/?post_type=tribe_events&p=39099"},"modified":"2026-11-06T13:59:50","modified_gmt":"2026-11-06T18:59:50","slug":"family-offices-2027","status":"publish","type":"tribe_events","link":"https:\/\/cfamontreal.org\/en\/evenement\/family-offices-2027\/","title":{"rendered":"Conversation with family offices"},"content":{"rendered":"
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SAVE THE DATE<\/h4>

Registration begins January 2027<\/strong><\/h6>

Join us for this must-attend annual event, a unique opportunity to network with your peers and gain insights from recognized leaders in the family office industry, as well as professionals who advise entrepreneurial families.<\/p>

Moderated by Yann Citt\u00e9 of the Coutu Family Office, the event will bring together Alexandre Bernard, CFA of Normandin Beaudry Private Management, Guillaume Denis, CFA of Gestion Thap and Aur\u00e9lie Jaclot of Sagard Wealth.<\/p>

This exclusive gathering will offer valuable insights into family wealth management, long-term investing, governance, and strategies for preserving and growing the wealth of entrepreneurial families. Designed to foster high-level discussions and meaningful exchanges, this promises to be an exceptional event.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Panelists<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tAlexandre Bernard, CFA\t\t\t\t\t\t<\/h3>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\tPartner, Investment Consulting\t\t\t\t\t\t<\/span>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\t\nNormandin Beaudry\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\tLearn more \t\t<\/span>\r\n\t\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t<\/div>\r\n\t\t<\/div>\t\r\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tGuillaume Denis, CFA\t\t\t\t\t\t<\/h3>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\tDirector, Private Investments\t\t\t\t\t\t<\/span>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\tGestion Thap\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\tLearn more \t\t<\/span>\r\n\t\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t<\/div>\r\n\t\t<\/div>\t\r\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tAur\u00e9lie Jaclot\t\t\t\t\t\t<\/h3>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\tChief Executive Officer, Sagard Wealth\t\t\t\t\t\t<\/span>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\tPartner, Sagard\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\tLearn more \t\t<\/span>\r\n\t\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t<\/div>\r\n\t\t<\/div>\t\r\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Moderator<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\t\t\t\tYann Citt\u00e9\t\t\t\t\t\t<\/h3>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\tChief Executive Officer\t\t\t\t\t\t<\/span>\r\n\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\r\n\t\t\t\t\t\tCoutu Family Office\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\r\n\t\t\tLearn more \t\t<\/span>\r\n\t\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t<\/div>\r\n\t\t<\/div>\t\r\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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NOTEZ LA DATE \u00c0 VOTRE AGENDA D\u00e9but des inscriptions: Janvier 2027 Soyez des n\u00f4tres pour ce rendez-vous annuel incontournable, une occasion privil\u00e9gi\u00e9e de r\u00e9seauter avec vos pairs et de d\u00e9couvrir […]<\/p>\n","protected":false},"author":8428,"featured_media":0,"template":"","meta":{"_acf_changed":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"Tribe__Tickets_Plus__Commerce__WooCommerce__Main","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"1","_tribe_ticket_global_stock_level":"400","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[{\"id\":39100,\"type\":\"default\",\"title\":\"Table de 8 - Membre CFA Mtl\",\"description\":\"\",\"capacityType\":\"own\",\"price\":1785,\"capacity\":18,\"available\":18,\"sharedCapacity\":18,\"sold\":0,\"shareSold\":0,\"isShared\":false,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"},{\"id\":39101,\"type\":\"default\",\"title\":\"Billet participant suppl\\u00e9mentaire\",\"description\":\"\",\"capacityType\":\"global\",\"price\":0,\"capacity\":400,\"available\":400,\"sharedCapacity\":400,\"sold\":0,\"shareSold\":0,\"isShared\":true,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"},{\"id\":39102,\"type\":\"default\",\"title\":\"Admin\",\"description\":\"\",\"capacityType\":\"unlimited\",\"price\":0,\"capacity\":\"\",\"available\":-1,\"sharedCapacity\":\"\",\"sold\":0,\"shareSold\":0,\"isShared\":true,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"},{\"id\":39103,\"type\":\"default\",\"title\":\"Membre CFA Montr\\u00e9al\",\"description\":\"\",\"capacityType\":\"own\",\"price\":195,\"capacity\":31,\"available\":31,\"sharedCapacity\":31,\"sold\":0,\"shareSold\":0,\"isShared\":false,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"},{\"id\":39104,\"type\":\"default\",\"title\":\"Non-Membre\",\"description\":\"\",\"capacityType\":\"own\",\"price\":255,\"capacity\":37,\"available\":37,\"sharedCapacity\":37,\"sold\":0,\"shareSold\":0,\"isShared\":false,\"currencyDecimalPoint\":\".\",\"currencyNumberOfDecimals\":2,\"currencyPosition\":\"prefix\",\"currencySymbol\":\"$\",\"currencyThousandsSep\":\",\"}]","_tribe_ticket_has_attendee_info_fields":false,"_tribe_events_status":"","_tribe_events_status_reason":"","_tribe_events_is_hybrid":"","_tribe_events_is_virtual":"","_tribe_events_virtual_video_source":"","_tribe_events_virtual_embed_video":"","_tribe_events_virtual_linked_button_text":"","_tribe_events_virtual_linked_button":"","_tribe_events_virtual_show_embed_at":"","_tribe_events_virtual_show_embed_to":[],"_tribe_events_virtual_show_on_event":"","_tribe_events_virtual_show_on_views":"","_tribe_events_virtual_url":"","footnotes":"","_tec_slr_enabled":"","_tec_slr_layout":""},"tags":[71],"tribe_events_cat":[48],"class_list":["post-39099","tribe_events","type-tribe_events","status-publish","hentry","tag-connaissances","tribe_events_cat-gestion-des-investissements","cat_gestion-des-investissements"],"acf":[],"yoast_head":"\nConversation avec des Family Offices - CFA Montr\u00e9al<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfamontreal.org\/en\/event\/family-offices-2027\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conversation avec des Family Offices - CFA Montr\u00e9al\" \/>\n<meta property=\"og:description\" content=\"NOTEZ LA DATE \u00c0 VOTRE AGENDA D\u00e9but des inscriptions: Janvier 2027 Soyez des n\u00f4tres pour ce rendez-vous annuel incontournable, une occasion privil\u00e9gi\u00e9e de r\u00e9seauter avec vos pairs et de d\u00e9couvrir […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfamontreal.org\/en\/event\/family-offices-2027\/\" \/>\n<meta property=\"og:site_name\" content=\"CFA Montr\u00e9al\" \/>\n<meta property=\"article:modified_time\" content=\"2026-11-06T18:59:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cfamontreal.org\/wp-content\/uploads\/2026\/10\/2027_04_07_Alexandre-Bernard_PHOTO.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cfamontreal.org\/evenement\/family-offices-2027\/\",\"url\":\"https:\/\/cfamontreal.org\/evenement\/family-offices-2027\/\",\"name\":\"Conversation avec des Family Offices - 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