Everyone here now speaks a second language. It’s called “family … · 2020. 10. 15. · Jeff...
Transcript of Everyone here now speaks a second language. It’s called “family … · 2020. 10. 15. · Jeff...
fluent in family enterprise.
Congratulations to the Family Enterprise Advisor Designates of 2020 Adam CarterBMO Private Wealth
Alex SenkiwRichardson GMP
Anne BradyGenerational Integrated Solutions Inc.
Ashley SearleCanaccord Genuity Wealth Management
B. Spencer RollsLegacy Family Office at Assante Wealth Management
Barth BradleyKingston Ross Pasnak LLP
Bassel HussayniBMO Private Banking
Brayden BullenBullen Family
Brendan RogersRBC Wealth Management
Carmen LaliConvergent Planning Group
Carolyn J. ColeCole & Associates - Family Office Strategy and Design
Cheryl NachtigalFBO Family Enterprise Advising Inc.
Christa ScowbyWesgroup Properties
Christina ClementIndependent Consultant
Christopher Singh GandhuTD Wealth
Danielle SaputoDanielle Saputo Legacy Coach and Family Advisor
Dave DieboltManning Elliott
David BlomDesiderata Family Enterprise Advisory Corporation
Diego CastellanosNational Bank of Canada
Donna DiskosGrant Thornton LLP
Dugan BattenTD Wealth
Elke RubachRubach Wealth - R&A Financial Group
Ethan AstanehNicola Wealth
Fanny GrenierBMO Wealth Management
Frank ZhouSafety Financial Solutions Corp
Georgina KnitelCIBC
Glen WayScotia Wealth Management
Gregory W. LawrenceNorthland Wealth Management
Harjit TakharManning Elliott
Jaroslav KozakBMO Private Banking
Jas ButaliaWBM Partners LLP
Jeff HalpernTD Private Wealth Management
Jo-Anne RyanTD Private Wealth Management
Jocelyn StillBMO Private Wealth
Jonathan HassCIBC UHNW Private Banking
Kari Speaker SmithFletcher Mudryk LLP
Lana RobinsonCIBC Private Wealth Management
Laura CouvretteGeneration Capital
Leslie BrophyManulife Private Wealth
Lindsay MacPhie The Wooding Group, CIBC Private Wealth
Louise FryTD Wealth Private Investment Advice
Marc Neilson Kenway Mack Slusarchuk Stewart (KMSS)
Mario ParonKPMG (retired)
Mark LepineCIBC Private Wealth Management
Mathieu LefebvreBMO Private Wealth
Matt FullbrookDavid & Sharon Johnston Centre for Corporate Governance Innovation
Megan ParrishLake Family Office
Michael A. GoldbergMinden Gross LLP
Michael AndrewsAssante Wealth Management
Michael AyresCIBC Private Wealth Management
Michael BakerLeith Wheeler Investment Counsel Ltd.
Mike JaczkoK.J. Harrison and Partners Inc.
Monica ClareMonica Clare Management Consultant
Nadine WellerWeller & Zimaro Chartered Professional Accountants
Neil BergRBC Dominion Securities Inc.
Pat MarshallCIBC
Peter MacIntoshGrant Thornton LLP
Richard VossCIBC Private Wealth Management
Robert BancroftCharitable Impact
Rossellen WiltseRBC Dominion Securities Inc.
Russell MacKayRBC Dominion Securities Inc.
Ryan P. MackiewichClark Robinson CPAs
Ryan PineauGrant Thornton LLP
Scott PlaskettIRONSHIELD Financial Planning
Sloan LevettFuller Landau Family Office Services Inc.
Stephanie CaronKPMG
Thomas MathiesBDO Canada LLP
Tyler CaseEdwards School of Business - University of Saskatchewan, Case Farms Ltd.
Vilayphone (Violet) SmithZLC Financial Ltd.
Vincent DidkovskyNewport Private Wealth
Vincent ValeriTelos Group
William PaddonTTSG The Veritas Edge Family Office
Xin Xin (Amy) ZhangLexon Canada Enterprise Ltd.
Education Partners
To learn more contact Tim Mohr
[email protected] FEXCanada.ca
Everyone here now speaks a second language. It’s called “family enterprise.”
Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving business families.
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