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 2019 I Calgary: May 2019 I Vancouver: September 2019 To learn more, contact Russel Baskin: [email protected] | 905-337-8375 ext 264 | family-enterprise-xchange.com/fea 2019 FEA PROGRAMS FEA DESIGNATES OF 2018 Home of the FEA Designation. Be fluent in family enterprise. Angela Wright Del Monte Group Anne Evamy Idea Junction Inc. Biagio BV Veltri National Bank Bill Brushett Family Enterprise Xchange Bruce Szarka CIBC Wood Gundy Bruce Bennett Richardson GMP Limited Cheryl Blair Northern Sound Holdings Ltd. Christopher Alan Reichert Blackwood Family Enterprise Services Claire Joan Sutton Claire Sutton Consulting Inc. Colin Yakashiro Grant Thornton LLP Danielle Lennon Deere Park Developments Ltd. David Ford Clark Wilson LLP Donald MacDonald 1832 Asset Management Donald Everett Nicholson Grant Thornton LLP Douglas Paul Vicic RBC Wealth Management Elise Hochberg PricewaterhouseCoopers Elizabeth Harding Richardson GMP Limited Emelia Prempeh London Life Gabriel Dhahan Bellrock Benchmarking Inc. Garry M. Stratychuk ITI Financial Inc. George Sinker George E. Sinker LLB Grant Conroy Genus Capital Management Henry Korenblum Scotia Wealth Management Ian Burroughs Kerfoot Burroughs LLP James Townsend Lawton Partners Jeff Noble BDO Canada LLP Jennifer Black Mandeville Private Client Inc. John MacNeil Grant Thornton LLP John M. Paniccia BMO Wealth Management Julie Morton Our Family Office Inc. Kenneth J. Lancaster Grant Thornton LLP Kent Coulter Richardson GMP Limited Kevin Carlos Santos Grant Thornton LLP Kieron Hayes RBC Dominion Securities Inc. Lianne Ulin M Bacal Group Lisa Cefali Legacy Bowes Group Lorisa Stein Lorisa Stein Family Law Mark Rossignoli BMO Private Investment Council Inc. Mark Slater CIBC Wood Gundy Mark Colin Driediger Assante Wealth Management Michael Bassett Conference Board of Canada Michael Tarantino BMO Wealth Management Michael G. Mollica MGM Financial Group Myron Uhryn ATB Investor Services Patricia Steele SILVERTIP Family Enterprise Advisory Corporation Patrick J. Ryan Vancouver Coaching Paul Attia Attia Quarries Paul Mascard Northland Wealth Management Phil Holt Grant Thornton LLP Promod Sharma Taxevity Insurance Advisory Randy Semenchuck RBC Dominion Securities Inc. Rob Neil Neil & Associates Inc. Robert Francis Investors Group Robert Harder Family Wealth Group Robert W. Clark Newport Private Wealth Roberto Villamar COHECO Mitsubishi Ecuador Roly Morris roly morris + company inc. Ruth M. Spetz Borden Ladner Gervais LLP Sean McLean Richardson GMP Limited Shamim Shivji Shamim Shivji LLB Sharon Glover Foord Family Office Shauna Trainor The Covenant Group Sonya Gaumond BMO Private Banking Stacy Soutière BMO Nesbitt Burns Inc. Steven Ivacko CV Trust Co. Inc. Todd Humen Grant Thornton LLP Tom Boone Grant Thornton LLP Tyler Steele Richardson GMP Limited W. Michael Wilson Minett Capital Inc. Wylie Hui Altastra Office Systems Inc. Zak Goldman Sterling Park Financial Group
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Only the FEA designation prepares advisors to be fl uent 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 2019 I Calgary: May 2019 I Vancouver: September 2019To learn more, contact Russel Baskin:
[email protected] | 905-337-8375 ext 264 | family-enterprise-xchange.com/fea
2019 FEA PROGRAMS
FEA DESIGNATES OF 2018
Home of the FEA Designation.
Be fl uent in family enterprise.
Angela WrightDel Monte Group
Anne EvamyIdea Junction Inc.
Biagio BV VeltriNational Bank
Bill BrushettFamily Enterprise Xchange
Bruce SzarkaCIBC Wood Gundy
Bruce BennettRichardson GMP Limited
Cheryl BlairNorthern Sound Holdings Ltd.
Christopher Alan ReichertBlackwood Family Enterprise Services
Claire Joan SuttonClaire Sutton Consulting Inc.
Colin YakashiroGrant Thornton LLP
Danielle LennonDeere Park Developments Ltd.
David FordClark Wilson LLP
Donald MacDonald1832 Asset Management
Donald Everett NicholsonGrant Thornton LLP
Douglas Paul VicicRBC Wealth Management
Elise HochbergPricewaterhouseCoopers
Elizabeth HardingRichardson GMP Limited
Emelia PrempehLondon Life
Gabriel DhahanBellrock Benchmarking Inc.
Garry M. StratychukITI Financial Inc.
George SinkerGeorge E. Sinker LLB
Grant ConroyGenus Capital Management
Henry KorenblumScotia Wealth Management
Ian BurroughsKerfoot Burroughs LLP
James TownsendLawton Partners
Jeff NobleBDO Canada LLP
Jennifer BlackMandeville Private Client Inc.
John MacNeilGrant Thornton LLP
John M. PanicciaBMO Wealth Management
Julie MortonOur Family Office Inc.
Kenneth J. LancasterGrant Thornton LLP
Kent CoulterRichardson GMP Limited
Kevin Carlos SantosGrant Thornton LLP
Kieron HayesRBC Dominion Securities Inc.
Lianne UlinM Bacal Group
Lisa CefaliLegacy Bowes Group
Lorisa SteinLorisa Stein Family Law
Mark RossignoliBMO Private Investment Council Inc.
Mark SlaterCIBC Wood Gundy
Mark Colin DriedigerAssante Wealth Management
Michael BassettConference Board of Canada
Michael TarantinoBMO Wealth Management
Michael G. Mollica MGM Financial Group
Myron UhrynATB Investor Services
Patricia SteeleSILVERTIP Family Enterprise Advisory Corporation
Patrick J. RyanVancouver Coaching
Paul AttiaAttia Quarries
Paul MascardNorthland Wealth Management
Phil HoltGrant Thornton LLP
Promod SharmaTaxevity Insurance Advisory
Randy SemenchuckRBC Dominion Securities Inc.
Rob NeilNeil & Associates Inc.
Robert FrancisInvestors Group
Robert HarderFamily Wealth Group
Robert W. ClarkNewport Private Wealth
Roberto VillamarCOHECO Mitsubishi Ecuador
Roly Morrisroly morris + company inc.
Ruth M. SpetzBorden Ladner Gervais LLP
Sean McLeanRichardson GMP Limited
Shamim ShivjiShamim Shivji LLB
Sharon GloverFoord Family Office
Shauna TrainorThe Covenant Group
Sonya GaumondBMO Private Banking
Stacy SoutièreBMO Nesbitt Burns Inc.
Steven IvackoCV Trust Co. Inc.
Todd HumenGrant Thornton LLP
Tom BooneGrant Thornton LLP
Tyler SteeleRichardson GMP Limited
W. Michael WilsonMinett Capital Inc.
Wylie HuiAltastra Office Systems Inc.
Zak GoldmanSterling Park Financial Group
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