fluent in family enterprise. Congratulations to the Family Enterprise Advisor Designates of 2021 Adrian Altamirano PPI Alan Lio Sun Life Allison Comeau Grayhawk Investment Strategies Inc. Ambreen Bhaloo Ambreen Bhaloo Coaching Amin Kanji TD Wealth Private Banking Andrea Robertson TD Wealth Andrée Couture PPI Advisory Andrew Clayton TD Wealth Private Investment Advice Anna Gordon Clark & Horner LLP Annie Boivin Samara Barry Pascal Bell Pascal Brian Cabral CIBC Private Wealth Management Brittany Adamson Legacy Family Office at Assante Wealth Management Bryan Huck BDO Canada LLP Catherine Ouellette RBC Royal Bank Chris Martin RichardsonGMP Christopher Short BMO Wealth Management Dan Brintnell Overbay Capital Partners Daniel Duchesne RBC Wealth Management Danielle Marie Wildfong R. Global Ag Risk & Danielle Wildfong Consulting Dennis Leung Grant Thornton LLP Derek Henderson RBC Dominion Securities Inc. Elena Prins Folly Partners Elise Pulver TD Wealth Management Geoff Funke Scotia Mcleod Geoffrey Pennal CIBC Wood Gundy Graeme Gordon TD Wealth Hadielia Yassiri Green Marker Wealth Continuity Advisory Hemal Balsara Manulife Hilary Leitch Lerners LLP Jacob Sheehan Life Design Systems Janie Provencher Blais RBC Wealth Management Jessica Arakgi Nicola Wealth Jim Sheridan RBC Dominion Securities Inc. John O’Connell Davis Rea Ltd. Josh Crittenden Jarislowsky Fraser Limited Karine Gaouette Précourt BMO Private Wealth Karla Rahn Farm Credit Canada Kelsey Froh Scotia Wealth Management Keri O’Driscoll Scotia Wealth Management Kim Siegers-Robinson Park Place Advisory Kristine Beaupre The Pioneer Group Inc. Ksenia Kovarsky Legacy Family Office at Assante Financial Management Leah Stone Dickson Chartered Professional Accountants Lorne Shillinger KPMG LLP Lucio Riccio CIBC Lydia Potocnik BMO Private Wealth Canada Matthew Snoei RBC Dominion Securities Inc. Michael DesLauriers Grant Thornton LLP Michael McGrann Telos Group Michelle Connolly Wellington-Altus Private Wealth Neil Kumar Richardson GMP Limited Perry Shak RBC Dominion Securities Inc. Peter Mastorakos Ekaton Wealth Management Inc. Pierce Wang CIBC Richa Arora KPMG Family Office Robert Izatt TD Wealth Robert Skeat RBC Dominion Securities Sarah Cuzzetto Criterion Capital Group of RBC Dominion Securities Satvir Gill Scotia Wealth Management Scot Bolton Good Redden Klosler Wealth Management Shannon Walters KPMG Stephen Harding HomeEquity Bank Susan Wood CIBC Tammy Buss Buss Financial Group Inc. Tannis Dawson TD Wealth Tiffany Harding Gluskin Sheff Tim Leonard BMO Bank of Montreal Timothy Simpson BMO Estate Insurance Advisory Services Tony Markin National Bank | Private Banking 1859 Tracey McLennan CIBC Private Wealth Education Partners To learn more contact Tim Mohr [email protected] FamilyEnterprise.ca Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving business families. Presented by Everyone here now speaks a new language. It’s called “family enterprise.”
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fluent in family enterprise.
Congratulations to the Family Enterprise Advisor Designates of 2021Adrian AltamiranoPPI
Alan LioSun Life
Allison ComeauGrayhawk Investment Strategies Inc.
Ambreen BhalooAmbreen Bhaloo Coaching
Amin KanjiTD Wealth Private Banking
Andrea RobertsonTD Wealth
Andrée CouturePPI Advisory
Andrew ClaytonTD Wealth Private Investment Advice
Anna GordonClark & Horner LLP
Annie BoivinSamara
Barry PascalBell Pascal
Brian CabralCIBC Private Wealth Management
Brittany AdamsonLegacy Family Office at Assante Wealth Management
Bryan HuckBDO Canada LLP
Catherine OuelletteRBC Royal Bank
Chris MartinRichardsonGMP
Christopher ShortBMO Wealth Management
Dan BrintnellOverbay Capital Partners
Daniel DuchesneRBC Wealth Management
Danielle Marie WildfongR. Global Ag Risk & DanielleWildfong Consulting
Dennis Leung Grant Thornton LLP
Derek HendersonRBC Dominion Securities Inc.
Elena PrinsFolly Partners
Elise PulverTD Wealth Management
Geoff FunkeScotia Mcleod
Geoffrey PennalCIBC Wood Gundy
Graeme GordonTD Wealth
Hadielia YassiriGreen Marker Wealth Continuity Advisory
Hemal BalsaraManulife
Hilary LeitchLerners LLP
Jacob SheehanLife Design Systems
Janie Provencher BlaisRBC Wealth Management
Jessica ArakgiNicola Wealth
Jim SheridanRBC Dominion Securities Inc.
John O’ConnellDavis Rea Ltd.
Josh CrittendenJarislowsky Fraser Limited
Karine Gaouette PrécourtBMO Private Wealth
Karla RahnFarm Credit Canada
Kelsey FrohScotia Wealth Management
Keri O’DriscollScotia Wealth Management
Kim Siegers-RobinsonPark Place Advisory
Kristine BeaupreThe Pioneer Group Inc.
Ksenia KovarskyLegacy Family Office at Assante Financial Management
Leah StoneDickson Chartered Professional Accountants
Lorne ShillingerKPMG LLP
Lucio RiccioCIBC
Lydia PotocnikBMO Private Wealth Canada
Matthew SnoeiRBC Dominion Securities Inc.
Michael DesLauriersGrant Thornton LLP
Michael McGrannTelos Group
Michelle ConnollyWellington-Altus Private Wealth
Neil KumarRichardson GMP Limited
Perry ShakRBC Dominion Securities Inc.
Peter MastorakosEkaton Wealth Management Inc.
Pierce WangCIBC
Richa AroraKPMG Family Office
Robert IzattTD Wealth
Robert SkeatRBC Dominion Securities
Sarah CuzzettoCriterion Capital Group of RBC Dominion Securities
Satvir GillScotia Wealth Management
Scot BoltonGood Redden Klosler Wealth Management
Shannon WaltersKPMG
Stephen HardingHomeEquity Bank
Susan WoodCIBC
Tammy BussBuss Financial Group Inc.
Tannis DawsonTD Wealth
Tiffany HardingGluskin Sheff
Tim LeonardBMO Bank of Montreal
Timothy SimpsonBMO Estate Insurance Advisory Services
Tony MarkinNational Bank | Private Banking 1859
Tracey McLennanCIBC Private Wealth
Education Partners
To learn more contact Tim Mohr
[email protected] FamilyEnterprise.ca
Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving business families.
Presented by
Everyone here now speaks a new language. It’s called “family enterprise.”
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