Témoignages de Family Enterprise Advisors

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Dans notre communauté de plus de 500 personnes désignées Family Enterprise Advisors (FEA), nous en avons beaucoup qui ont fourni des témoignages sur la valeur de ce qu'ils ont appris dans le cadre du programme FEA, l'impact que le titre a eu sur leur carrière et l'importance d'avoir un vaste réseau de Family Enterprise Advisors avec qui partager, collaborer et travailler régulièrement.

Écoutons quelques-uns...

Ce programme est un véritable investissement – et il rapporte rapidement.

John Hamilton, FEA
Président,
RBC Gestion de patrimoine Services Financiers Inc.

POSTULEZ MAINTENANT

Mon conseil pour tous ceux qui envisagent le programme FEA est… inscrivez-vous dès aujourd'hui !

Krista Han, CPA, CA, FEA
Associé directeur – Nouveau-Brunswick,
Grant Thornton srl

entraîneurBrittany Adamson, BBA, CFP, CLU, FEA

Brittany Adamson, BBA, CFP, CLU, FEA

Wealth Advisor, Assante Financial Management Ltd.
entraîneurAdrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Adrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Vice President, Strategic Relationships, PPI
entraîneurJulia Chung, CFP, CLU, FEA, TEP

Julia Chung, CFP, CLU, FEA, TEP

CEO, Spring Planning
entraîneurDaniel Diamond, CPA, CA, LPA, FEA

Daniel Diamond, CPA, CA, LPA, FEA

Partner, Assurance & Business Advisory Grant Thornton LLP
entraîneurChristopher Singh Gandhu, JD, TEP, FEA

Christopher Singh Gandhu, JD, TEP, FEA

Partner, Family Office Leader, KPMG Canada
entraîneurKelly Gillis, FEA

Kelly Gillis, FEA

Vice President & Managing Partner, Ahria Consulting
entraîneurCatherine Groleau, LL.B, CIM, FEA

Catherine Groleau, LL.B, CIM, FEA

Portfolio Manager RBC Dominion Securities
entraîneurGlen Jackson, CPA, CGA, CFF, FEA

Glen Jackson, CPA, CGA, CFF, FEA

BC Leader, Agriculture Succession Services, MNP
entraîneurSteve Legler, FEA

Steve Legler, FEA

Family Legacy Coach & Advisor, TSI Heritage
entraîneurLindsay MacPhie, FEA

Lindsay MacPhie, FEA

The Wooding Group, CIBC Private Wealth
coachMandy Sa, CIWM, FEA

Mandy Sa, CIWM, FEA

Wealth Advisor, TD Wealth Private Wealth
entraîneurDavid Smith, MBA, FEA, ICD.D

David Smith, MBA, FEA, ICD.D

Founder & Senior Advisor, Smith Advisory Services Inc.
entraîneurMisty Tait, CFP, CLU, FCSI, TEP, FEA

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

Senior Total Wealth Planner, Scotia Wealth Management

I’m now proud to stand beside the other professionals from my cohort as a Family Enterprise Advisor. We help to protect our client families and their legacies through education and advice and the facilitation of dialogue around family, money and business.”

This program really does set the benchmark in the family enterprise advising field.”

We asked Julia “Why the Family Enterprise Advisor Designation?

Hear her response HERE

Our team came together beautifully and we delivered a seamless and integrated service to the client in a way that clearly produced positive energy and the fuel for generating family cohesion and togetherness. And we had fun doing it, too.


My biggest takeaway is that this area of service is in such high need… only many of our clients don’t realize that this service exists and how badly they need it.”

I often get asked, what is a Family Enterprise Advisor? What do Family Enterprise Advisors do differently than other advisors?

By being Strategic, Systematic and Self-Defined, FEAs think differently and, as a consequence, both the planning actions and results are impacted.”

Thank you to all of the fabulous instructors in the FEA program and to all of the amazing program participants that I had the opportunity to get to know and to learn from over the last year. I look forward to putting what I have learned to use in our own family business and to support other family enterprises on their business continuity journeys.

This program helped me understand that advising families is not solely about solutions, but primarily about the process and dialogue that leads you there. You actually have to listen more than you speak and simply guide the family to reach their own truths and conclusions; planning WITH the family and not FOR the family.


Working with a highly qualified multi-professional team also made me realize that you don’t have to know everything and do everything for clients. You have to understand the limits of your own professional expertise and learn to trust and delegate; this is also how you become a better advisor.

It’s an honor to join a community of professionals dedicated to serving family enterprises with the highest level of expertise and integrity so that they may thrive for generations to come.”

We asked Steve ” What advice would you give someone considering taking the FEA Program?

His response is HERE.

Working with other advisors in a Team approach has been gratifying. I have already begun inviting other key advisors into planning meetings. This is what our clients want and deserve.

Working with a team of highly qualified multi-professional advisors was a great learning experience. Not only did I learn from my fellow cohorts, but I can say with confidence that I have found a network of like-minded professionals that I trust and would love to further collaborate with in the future.

We asked David “What is the Value of the FEA Designation?

His response can be seen HERE.

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.

entraîneurBrittany Adamson, BBA, CFP, CLU, FEA

Brittany Adamson, BBA, CFP, CLU, FEA

Wealth Advisor, Assante Financial Management Ltd.
entraîneurAdrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Adrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Vice President, Strategic Relationships, PPI

I’m now proud to stand beside the other professionals from my cohort as a Family Enterprise Advisor. We help to protect our client families and their legacies through education and advice and the facilitation of dialogue around family, money and business.”

This program really does set the benchmark in the family enterprise advising field.”

entraîneurJulia Chung, CFP, CLU, FEA, TEP

Julia Chung, CFP, CLU, FEA, TEP

CEO, Spring Planning
entraîneurDaniel Diamond, CPA, CA, LPA, FEA

Daniel Diamond, CPA, CA, LPA, FEA

Partner, Assurance & Business Advisory Grant Thornton LLP

We asked Julia “Why the Family Enterprise Advisor Designation?

Hear her response HERE

Our team came together beautifully and we delivered a seamless and integrated service to the client in a way that clearly produced positive energy and the fuel for generating family cohesion and togetherness. And we had fun doing it, too.


My biggest takeaway is that this area of service is in such high need… only many of our clients don’t realize that this service exists and how badly they need it.”

entraîneurChristopher Singh Gandhu, JD, TEP, FEA

Christopher Singh Gandhu, JD, TEP, FEA

Partner, Family Office Leader, KPMG Canada
entraîneurKelly Gillis, FEA

Kelly Gillis, FEA

Vice President & Managing Partner, Ahria Consulting

I often get asked, what is a Family Enterprise Advisor? What do Family Enterprise Advisors do differently than other advisors?

By being Strategic, Systematic and Self-Defined, FEAs think differently and, as a consequence, both the planning actions and results are impacted.”

Thank you to all of the fabulous instructors in the FEA program and to all of the amazing program participants that I had the opportunity to get to know and to learn from over the last year. I look forward to putting what I have learned to use in our own family business and to support other family enterprises on their business continuity journeys.

entraîneurCatherine Groleau, LL.B, CIM, FEA

Catherine Groleau, LL.B, CIM, FEA

Portfolio Manager RBC Dominion Securities
entraîneurGlen Jackson, CPA, CGA, CFF, FEA

Glen Jackson, CPA, CGA, CFF, FEA

BC Leader, Agriculture Succession Services, MNP

This program helped me understand that advising families is not solely about solutions, but primarily about the process and dialogue that leads you there. You actually have to listen more than you speak and simply guide the family to reach their own truths and conclusions; planning WITH the family and not FOR the family.


Working with a highly qualified multi-professional team also made me realize that you don’t have to know everything and do everything for clients. You have to understand the limits of your own professional expertise and learn to trust and delegate; this is also how you become a better advisor.

It’s an honor to join a community of professionals dedicated to serving family enterprises with the highest level of expertise and integrity so that they may thrive for generations to come.”

entraîneurSteve Legler, FEA

Steve Legler, FEA

Family Legacy Coach & Advisor, TSI Heritage
entraîneurLindsay MacPhie, FEA

Lindsay MacPhie, FEA

The Wooding Group, CIBC Private Wealth

We asked Steve ” What advice would you give someone considering taking the FEA Program?

His response is HERE.

Working with other advisors in a Team approach has been gratifying. I have already begun inviting other key advisors into planning meetings. This is what our clients want and deserve.

coachMandy Sa, CIWM, FEA

Mandy Sa, CIWM, FEA

Wealth Advisor, TD Wealth Private Wealth
entraîneurDavid Smith, MBA, FEA, ICD.D

David Smith, MBA, FEA, ICD.D

Founder & Senior Advisor, Smith Advisory Services Inc.

Working with a team of highly qualified multi-professional advisors was a great learning experience. Not only did I learn from my fellow cohorts, but I can say with confidence that I have found a network of like-minded professionals that I trust and would love to further collaborate with in the future.

We asked David “What is the Value of the FEA Designation?

His response can be seen HERE.

entraîneurMisty Tait, CFP, CLU, FCSI, TEP, FEA

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

Senior Total Wealth Planner, Scotia Wealth Management

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.

entraîneurBrittany Adamson, BBA, CFP, CLU, FEA

Brittany Adamson, BBA, CFP, CLU, FEA

Wealth Advisor, Assante Financial Management Ltd.
entraîneurAdrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Adrian Altamirano, CFP, CIM, FEA, CEA, FCSI

Vice President, Strategic Relationships, PPI
entraîneurJulia Chung, CFP, CLU, FEA, TEP

Julia Chung, CFP, CLU, FEA, TEP

CEO, Spring Planning

I’m now proud to stand beside the other professionals from my cohort as a Family Enterprise Advisor. We help to protect our client families and their legacies through education and advice and the facilitation of dialogue around family, money and business.”

This program really does set the benchmark in the family enterprise advising field.”

We asked Julia “Why the Family Enterprise Advisor Designation?

Hear her response HERE

entraîneurDaniel Diamond, CPA, CA, LPA, FEA

Daniel Diamond, CPA, CA, LPA, FEA

Partner, Assurance & Business Advisory Grant Thornton LLP
entraîneurChristopher Singh Gandhu, JD, TEP, FEA

Christopher Singh Gandhu, JD, TEP, FEA

Partner, Family Office Leader, KPMG Canada
entraîneurKelly Gillis, FEA

Kelly Gillis, FEA

Vice President & Managing Partner, Ahria Consulting

Our team came together beautifully and we delivered a seamless and integrated service to the client in a way that clearly produced positive energy and the fuel for generating family cohesion and togetherness. And we had fun doing it, too.


My biggest takeaway is that this area of service is in such high need… only many of our clients don’t realize that this service exists and how badly they need it.”

I often get asked, what is a Family Enterprise Advisor? What do Family Enterprise Advisors do differently than other advisors?

By being Strategic, Systematic and Self-Defined, FEAs think differently and, as a consequence, both the planning actions and results are impacted.”

Thank you to all of the fabulous instructors in the FEA program and to all of the amazing program participants that I had the opportunity to get to know and to learn from over the last year. I look forward to putting what I have learned to use in our own family business and to support other family enterprises on their business continuity journeys.

entraîneurCatherine Groleau, LL.B, CIM, FEA

Catherine Groleau, LL.B, CIM, FEA

Portfolio Manager RBC Dominion Securities
entraîneurGlen Jackson, CPA, CGA, CFF, FEA

Glen Jackson, CPA, CGA, CFF, FEA

BC Leader, Agriculture Succession Services, MNP
entraîneurSteve Legler, FEA

Steve Legler, FEA

Family Legacy Coach & Advisor, TSI Heritage

This program helped me understand that advising families is not solely about solutions, but primarily about the process and dialogue that leads you there. You actually have to listen more than you speak and simply guide the family to reach their own truths and conclusions; planning WITH the family and not FOR the family.


Working with a highly qualified multi-professional team also made me realize that you don’t have to know everything and do everything for clients. You have to understand the limits of your own professional expertise and learn to trust and delegate; this is also how you become a better advisor.

It’s an honor to join a community of professionals dedicated to serving family enterprises with the highest level of expertise and integrity so that they may thrive for generations to come.”

We asked Steve ” What advice would you give someone considering taking the FEA Program?

His response is HERE.

entraîneurLindsay MacPhie, FEA

Lindsay MacPhie, FEA

The Wooding Group, CIBC Private Wealth
coachMandy Sa, CIWM, FEA

Mandy Sa, CIWM, FEA

Wealth Advisor, TD Wealth Private Wealth
entraîneurDavid Smith, MBA, FEA, ICD.D

David Smith, MBA, FEA, ICD.D

Founder & Senior Advisor, Smith Advisory Services Inc.

Working with other advisors in a Team approach has been gratifying. I have already begun inviting other key advisors into planning meetings. This is what our clients want and deserve.

Working with a team of highly qualified multi-professional advisors was a great learning experience. Not only did I learn from my fellow cohorts, but I can say with confidence that I have found a network of like-minded professionals that I trust and would love to further collaborate with in the future.

We asked David “What is the Value of the FEA Designation?

His response can be seen HERE.

entraîneurMisty Tait, CFP, CLU, FCSI, TEP, FEA

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

Senior Total Wealth Planner, Scotia Wealth Management

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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