{"id":27524,"date":"2026-09-01T16:49:38","date_gmt":"2026-09-01T23:49:38","guid":{"rendered":"https:\/\/genuscap.com\/?p=27524"},"modified":"2026-10-26T14:07:01","modified_gmt":"2026-10-26T21:07:01","slug":"regardez-la-planification-a-la-demande-avec-amour","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/watch-on-demand-planning-with-love\/","title":{"rendered":"\u00c0 la demande \u2013 Planifier avec amour"},"content":{"rendered":"
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La planification successorale est souvent r\u00e9duite \u00e0 des documents et \u00e0 des structures, mais les familles qui la g\u00e8rent le mieux commencent par quelque chose de plus profond : leurs valeurs. Rejoignez Genus Capital Management pour une session en direct sur la planification successorale fond\u00e9e sur les valeurs, afin d'explorer comment les valeurs et les intentions d'une famille doivent fa\u00e7onner les structures juridiques et financi\u00e8res qu'elle met en place \u2014 et comment maintenir les b\u00e9n\u00e9ficiaires, la communication et la confiance au centre du plan.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Ressources<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Fiche de r\u00e9flexion<\/a><\/p>

Guide de conversation de 30 minutes<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Intervenants<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Grant Conroy<\/h4>

Gestionnaire de portefeuille, partenaire<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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En tant que gestionnaire de portefeuille, je travaille avec des institutions, des particuliers et des familles.<\/p>

J'ai commenc\u00e9 ma carri\u00e8re en 1996 en couvrant certains des plus grands gestionnaires d'actifs au monde. Je poursuis ce parcours sur les march\u00e9s et cherche \u00e0 apporter une valeur ajout\u00e9e sur une base plus personnelle.<\/p>

En tant que conseill\u00e8re qualifi\u00e9e en mati\u00e8re d'entreprises familiales, je suis vers\u00e9e dans les complexit\u00e9s qui peuvent d\u00e9couler d'un patrimoine familial. Cela peut aller de la pr\u00e9paration et de l'\u00e9ducation de la prochaine g\u00e9n\u00e9ration \u00e0 la communication des intentions en mati\u00e8re d'h\u00e9ritage, en passant par la protection de l'unit\u00e9 familiale.<\/p>

Mes propres valeurs sont l'\u00e9galit\u00e9, l'apprentissage et l'int\u00e9grit\u00e9.<\/p>

En dehors de mon travail, je suis le principal raconteur de blagues de papa dans notre foyer et je si\u00e8ge \u00e0 deux conseils d'administration d'organisations \u00e0 but non lucratif.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Steve Parr<\/h4>

Fondateur, Avocat
Parr Business Law<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Steve Parr est le fondateur de Parr Business Law, un cabinet bas\u00e9 \u00e0 Vancouver qui aide les propri\u00e9taires d'entreprise et les familles \u00e0 prot\u00e9ger ce qu'ils ont b\u00e2ti et \u00e0 planifier avec soin l'avenir des personnes \u00e0 qui ils le transmettront.<\/p>

Le travail de Steve se situe au carrefour de la planification successorale, de la gestion d'entreprise et de la transmission. Il s'int\u00e9resse tout particuli\u00e8rement \u00e0 rendre la planification successorale plus compr\u00e9hensible, plus humaine et plus pertinente pour les entrepreneurs et les familles dont la vie et le patrimoine ne rentrent pas parfaitement dans le cadre d'un testament standard.<\/p>

Entrepreneur dans l'\u00e2me, Steve a fond\u00e9 et vendu une entreprise de location de vacances avant de lancer Parr Business Law en 2017. Il a obtenu son dipl\u00f4me en droit de l'Universit\u00e9 de Victoria en 2014 et d\u00e9tient \u00e9galement un B.A. en \u00e9tudes sur les femmes. Il est sp\u00e9cialiste en fiducies et successions (TEP) et conseiller en successions certifi\u00e9 (CEA).<\/p>

En dehors du bureau, Steve apprend g\u00e9n\u00e9ralement quelque chose de nouveau, voyage, fait de la randonn\u00e9e dans les incroyables montagnes de la Colombie-Britannique, joue au pickleball, au hockey ou danse comme un fou. Steve a \u00e9galement anim\u00e9 des ateliers de d\u00e9veloppement personnel \u00e0 Vancouver pendant plus d'une d\u00e9cennie et a fond\u00e9 une communaut\u00e9 pour soutenir les entrepreneurs masculins.<\/p>

Sous-tendant \u00e0 la fois son \u0153uvre et sa vie, une question r\u00e9currente se pose :\u00a0Dans quel but construisez-vous cela ?<\/strong><\/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<\/div>\n\t\t\t\t

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Nicole Garton<\/h4>

Pr\u00e9sident et Directeur Juridique<\/strong><\/p>

Heritage Trust Company Inc.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Nicole Garton est pr\u00e9sidente et avocate g\u00e9n\u00e9rale de Heritage Trust Company Inc., une soci\u00e9t\u00e9 de fiducie ind\u00e9pendante r\u00e9glement\u00e9e par la British Columbia Financial Services Authority, qu'elle a cofond\u00e9e avec Brian Dougherty en 2018. Heritage Trust agit en tant qu'ex\u00e9cuteur testamentaire, fiduciaire et mandataire en vertu d'une procuration, avec une expertise particuli\u00e8rement reconnue dans les successions complexes, les conflits familiaux, les entreprises en exploitation et les b\u00e9n\u00e9ficiaires qui n\u00e9cessitent des soins ou une surveillance accrus.<\/p>

Admise au Barreau de la Colombie-Britannique en 2001, Nicole poss\u00e8de 25 ans d'exp\u00e9rience en mati\u00e8re de successions, de fiducies, d'entreprises familiales et de r\u00e8glement des diff\u00e9rends. Elle est reconnue dans\u00a0Les meilleurs avocats au Canada<\/i>\u2122 pour les fiducies et successions et le droit de la famille, elle est praticienne en fiducies et successions, m\u00e9diatrice agr\u00e9\u00e9e et conseill\u00e8re en entreprise familiale. Elle est \u00e9galement ancienne pr\u00e9sidente de la sous-section des testaments et fiducies de l'Association du Barreau canadien (Vancouver).<\/p>

Nicole est l'auteur de\u00a0Le Guide de l'ex\u00e9cuteur testamentaire canadien<\/i>,\u00a0Avant qu'il ne soit trop tard : L'organisateur successoral pour les Canadiens<\/i>,\u00a0Ma\u00eetriser les conflits : Comment les entreprises familiales peuvent survivre et prosp\u00e9rer<\/i>, et\u00a0Family Offices au Canada<\/i>. Gr\u00e2ce \u00e0 la\u00a0Vos successions comptent<\/i>\u00a0podcast et le Canadian Estate Club, elle offre aux Canadiens une formation claire et pratique sur la planification et l'administration successorales.<\/p>

Nicole d\u00e9tient un baccalaur\u00e9at \u00e8s arts et un baccalaur\u00e9at en droit de l'Universit\u00e9 de la Colombie-Britannique ainsi qu'une ma\u00eetrise en droit de la facult\u00e9 de droit Osgoode Hall, avec une sp\u00e9cialisation en pr\u00e9vention et en gestion des conflits dans les entreprises familiales. Elle est membre de la Society of Trust and Estate Practitioners et des Estate Planning Councils de Vancouver et de la vall\u00e9e du Fraser.<\/p><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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La planification successorale est souvent r\u00e9duite \u00e0 des documents et \u00e0 des structures, mais les familles qui la g\u00e8rent le mieux commencent par quelque chose de plus profond : leurs valeurs. Rejoignez Genus Capital Management pour une session en direct sur la planification successorale fond\u00e9e sur les valeurs, afin d'explorer comment les valeurs et les intentions d'une famille doivent fa\u00e7onner les structures juridiques et financi\u00e8res qu'elle met en place \u2014 et comment maintenir les b\u00e9n\u00e9ficiaires, la communication et la confiance au centre du plan.<\/p>","protected":false},"author":6,"featured_media":27526,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[26,27],"tags":[124,125,113,109],"class_list":["post-27524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-market-insights","tag-insurance","tag-investments","tag-watch-on-demand","tag-webinar"],"acf":[],"yoast_head":"\nPlanning with Love - Genus Capital Management<\/title>\n<meta name=\"description\" content=\"Watch this webinar unpacking sustainable investing in 2026, exploring how evolving frameworks and politicization are reshaping innovation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/genuscap.com\/fr\/regardez-la-planification-a-la-demande-avec-amour\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Watch on Demand - Planning with Love\" \/>\n<meta property=\"og:description\" content=\"Estate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. 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