Misty Tait, CFP, CLU, FCSI, TEP, FEA

I have been fortunate to work with many successful entrepreneurs and family businesses over my years in practice. Through the program offered by Family Enterprise Canada … I was offered the incredible opportunity to share my experience, exchange ideas with other forward-thinking professionals and broaden my intelligence in family enterprise.

The process has been demanding and infinitely worthwhile. Families, with their dynamic relationships, can be complex. Decisions impact every facet of the family, business, and ownership system. It takes a sophisticated level of emotional intelligence and a team of technically skilled professionals to navigate considerations that can impact the success of transition of multigenerational wealth.

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