Why is a Chief Learning and Development Office different from a Family Office?

The human factor: a foundational dimension of the Enterprising Family capital.

Date: Thursday, September 23rd, 2021
Time: 12:30 - 1:30PM EST


Co-founder, Executive Chairperson of the Board and Strategic Advisor, Crysalia Inc.

Patricia is a FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach and Financial Coach. A Next Generation member of one of Canada’s well-known families, Patrica has pioneered the Family Office space when she created her own family’s Single Family Office in 1998, when the family’s operating business went public. Her current role as the Chief Financial Officer of Placements Italcan Inc.,a diversified investment holding company, brings her the responsibility of managing her immediate family’s wealth, transitioning of wealth to the next generation and educating family members on the responsibility of inheriting wealth and being a good steward of wealth. After working in Deloitte’s tax department, she brought her experience to the Single Family Office space and expanded her role in the areas of accounting, tax, life insurance, investments, as well as estate, succession, legacy planning and leadership coaching.


Strategic Advisor & Organizational Psychologist, Crysalia Inc.

Founding President of Analys, Jean has supported thousands of leaders throughout North America and Europe since 1989. Known for his capacity to help leaders go through major challenges, he builds rich partnerships resulting in greater efficiency and fundamental positive changes. Jean’s research and thought leadership represent a fundamental part of Crysalia’s contents and tools to guide our client experience and enrich their learning and developmental journey.


Co-founder, Executive Chairperson of the Board and Strategic Advisor, Crysalia Inc.

Mark is currently CEO and co-founder of Crysalia Inc., an outsourced Chief Learning & Development Office for Enterprising Families. Dr. Mark Auger is the former Chief Operating Officer of a family-owned, billion-dollar multi-generational investment company, as well as the founder and Managing Director of a Canadian multifamily office and author of Built to Last: Exploring Family Strategy in Dynastic Business Families. Dr. Auger, has been serving Canadian enterprising families for more than 25 years in multiple entrepreneurial, advisory, coaching, mentoring and executive roles


Vice President, PBY Capital

Meriem Mehdaoui is a vice president focused on institutional solutions at PBY Capital. She is a business graduate of Concordia and holds a CFA charter. Meriem has a broad background in investments and investment counselling and provides a high level of investment knowledge to the sophisticated clients of PBY Capital.


PBY Capital is a distributor which works with portfolio management firms to bring unique investment strategies and education to institutional investors and enterprising families

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