Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving Canada’s business

families. Congratulations to this year’s FEA designates who have taken their advising expertise to a whole new level.

Everyone here now speaks a second language.

It’s called “family enterprise”.

Toronto: January 2020 I Calgary: June 2020 I Vancouver: September 2020To learn more, contact Tim Mohr:

tmohr@family-enterprise-xchange.com | 1-866-849-0099 ext. 225 | family-enterprise-xchange.com

2020 FEA PROGRAMS

FEA DESIGNATES OF 2019

HOME OF THE

FEA DESIGNATION

Be fluent in family enterprise.

Adam ShapiroChronicle Wealth

Allison MaherFamily Wealth Coach Planning Services

André GuillemetteBlueShore Financial

Angela De GrootSynergize Family Business Consulting

Barry MillsVanrooy, Mills & Associates

Bill McLeanPwC Canada

Casey BondFeigelsohn Kellar

Crista BrooksBMO Private Banking

Deana MortonScotia Wealth Management

Debra Avis WilsonAvis Wilson Consulting

Dominik BriaultFeigelsohn Kellar

Dorothy QuayleBMO Private Banking

Elisabeth FinchPwC Canada

Frank WadeRBC Dominion Securities

Fred GuzziCIBC Wood Gundy

Gee Myen LimBMO Private Banking

Gerry LacroixGrant Thornton LLP

Gloria Di GiovanniRBC Wealth Management

Greg MooreRichter Family Office

Hiecy HomolRBC Dominion Securities

Jason CollinsBeedie Group

Jason GreenleesRBC Dominion Securities

Jeff DyckWealthCo.

Jeff HouseGrayhawk Investment Strategies

John LawsonAssante Capital Management

John PremachukOegema, Nicholson & Associates

Katarzyna Piquette National Bank | Private Banking 1859

Ken MacLeodLegacy Consulting

Kimiko ComeauBMO Wealth Management

Lauren PoitrasScotia Wealth Management

Lyle YuzdepskiMancal Corporation

M. Elena HoffsteinFasken

Mark ArrudaSun Life Financial

Martin JulieboBMO Private Banking

Matthew LangsfordRichardson GMP

Matthew RainsberryBMO Private Banking

Mckenzie EspositoNational Bank Financial

Michael GiustiniKenway Mack Slusarchuk Stewart LLP

Nancy MarshallBMO Private Banking

Neil GregoryRichardson GMP

Nicholas BesterCapital West Partners

Nicole GartonHeritage Law

Pascal PeloquinScotia Wealth Management

Peter AndreanaContinuum II Inc.

Richard B. MasonBMO Private Investment Counsel Inc.

Robyn HooperPacific Family Office

Ryan PowerGrant Thornton LLP

Sergio GallegoFamily Capital Corporation

Sharon GrayTrek Financial and Valuation Advisors

Sheree MeredithHamilton Community Foundation

Sunil ChughProgress Capital Management

Suzanne St. John SmithYourFamilyDynamics.com

Suzanne T. RoySTR Advisory Associates

Tim PritchardRichardson GMP

Todd SchultzBMO Private Investment Counsel Inc.

Tracey McGrathRichardson GMP

Trevor GoetzGrant Thornton LLP

Victoria Brown10X Business Builder