It all begins with family conversations
Navigating tough topics with mutual understanding
Session three of UHN’s Legacy Giving Speaker Series Three conversations to help shape your family’s future
Date: Tuesday, January 20, 2026
Time: 12:30 – 1:30 PM EST
Featuring: Serena Hak, CI Private Wealth, and Shauna Trainor, Principal, A&O Partners LLP
The hardest conversations — those about legacy, inheritance, and values — are often the most important. This session gives you a step-by-step approach to leading these discussions with care and confidence. Learn how to include younger generations, ease tension with compassion, and move from financial transactions to a shared family vision that lasts.
In this session you will learn:
- A step-by-step approach to legacy conversations
- How to include the next generation
- Managing tension with compassion and clarity
Meet your experts
Serena Hak is a Wealth Advisor at CI Private Wealth who works with high-net-worth families to align their wealth with their values. With more than 15 years of experience, she specializes in integrated financial and philanthropic planning—designing tax-efficient giving strategies, preparing the next generation and supporting families as they shape their long-term legacy.
Her insights on wealth and generosity have been featured in The Globe and Mail and The National Post’s Guide to Charitable Giving. Serena holds the Master Financial Advisor – Philanthropy (MFA-P™) designation and is a recognized national voice on the future of wealth and giving, frequently speaking to organizations across North America.
Beyond her advisory practice, Serena serves as Chair of the Canadian Association of Gift Planners Board of Directors and plays active leadership roles with Benefaction Foundation, AMREF Canada, and The National Ballet of Canada.
In her spare time, Serena enjoys sailing and spending time with her beagle, Bogart.
Shauna Trainor works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. She helps families identify and articulate their multigenerational vision and strategy, and supports them in building governance structures, strengthening communication, and engaging in shared decision-making.
With a background in both business and psychology, Shauna brings a unique perspective to her work. She draws on her professional training and diverse experiences to guide families and individual members in achieving clarity, alignment, and long-term success.