Everyone here now speaks a second language. It’s called “family … · 2020. 10. 15. · Jeff Halpern TD Private Wealth Management Jo-Anne Ryan TD Private Wealth Management Jocelyn

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

tmohr@FEXCanada.ca 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.

Presented by