Announcing the Family Enterprise Advisor (FEA) Designates of 2023

Published: Nov 7, 2023

TUESDAY, NOVEMBER 7, 2023 – Family Enterprise Canada (FEC) marks a significant milestone today, celebrating the certification of 77 new Family Enterprise Advisor (FEA) designates — all set to strengthen the success of family businesses in Canada. Joining the distinguished ranks of over 500 designated FEAs, these professionals have advanced their expertise through the distinctive FEA Program, a rigorous curriculum and exam process that focuses on navigating the complexity and supporting continuity in family businesses.

“Our latest FEA designates have worked diligently through a comprehensive learning experience, and their understanding now of the connection between family harmony and a successful business enterprise is invaluable,” said Naim Ali, Chair of Family Enterprise Canada. “These designates are better equipped than ever to support business families with exceptional advice. And their role as Family Enterprise Advisors is vital, since these enterprises represent 63% of all private sector firms in Canada, generating 49% of Canada’s private sector GDP at $574.6 billion. We congratulate our 77 FEA graduates for 2023!”

The FEA Program, offered by FEC, is highly regarded globally as one of the foremost executive education programs for family business advisors and leaders. The program gives advisors a unique mindset when it comes to advising business families. It offers practical training based on collaborative learning over a period of one year, with participants moving through with a diverse cohort of professional advisors, family office leaders and family members.

Claire Lynch, National Director of Advisor Programs, highlighted the essence of the FEA Program. “The world of family enterprise is unique, where business intertwines with family dynamics. Our program is tailored to equip advisors with the IQ and EQ to guide business families through the complexity of family, business and ownership, supporting continuity, business success and family harmony.”

Congratulations to our 2023 Family Enterprise Advisor (FEA) Designates

Janice Agar
PwC Private
Yannick J.F. Archambault
KPMG Family Office
Colin Ardill
RBC Wealth Management Financial Services Inc.
Gordon Ashe
PricewaterhouseCoopers LLP
Matthew Banville
Banville Wealth Management Group of RBC Dominion Securities
Heather Barnhouse
Dentons Canada LLP
François Beauregard
Scotia Wealth Management
Luc Bessette
EO Family Wealth
Sara Boulet
WATSON Advisors Inc.
Tim Brisibe
Edward Jones Canada
Christopher Britton
Martello Wealth Advisory Inc.
Peter K. Brown
NewPoint Capital Partners
Andrew Brydon
Jeremy Mark Burnstein
Sawtooth Valuation Advisory LLC
Adam Carr
Carr Wealth Planning
Valerie Wayne Yin Chan
Sun Life
Jessica Chou
Sun Life
Jonathan Peter Clare
TD Wealth
Jeremy H. Cooper
ITI Financial Inc.
Tania Corbett
Ascent Executive Advisors
Christopher Curtis
Richardson Wealth Limited
Evan Davies
CG Wealth Management
Miles Derco
RBC Wealth Management
Josephine DesLauriers
Nukumi Group
Tracy L. Duff
Skye Planning Group
Simon Feng
Canwa Financial & Insurance Services Inc.
Melanie Froese
Grant Thornton LLP
Sim Gakhar
SG Wealth Management Corp.
Jag Gandhi
RBC Wealth Management Family Office Services
Parinder Kaur Gandhu
Soka Family Enterprise Services Inc.
Stephanie Gates
Baker Tilly KDN LLP
Alexandre Germain
National Bank Financial
Clay Gillespie
RGF Integrated Wealth Management
Kelly Gillis
Ahria Consulting
Martin Goulet
CIBC Private Wealth
Peter T. Gulliver
CIBC Private Wealth Management Wood Gundy
Sean William Hiebert
TD Wealth
Glen P. Jackson
Aurélie Jaclot
Grayhawk Wealth
Abby Kassar
RBC Wealth Management Family Office Services
Jason Kingston
Grant Thornton LLP
Gulnaaz Lalji
Lalji & Associates
Dean Lewko
Farm Credit Canada
Ian Love
Rosedale Family Office at Wellington-Altus Private Wealth
Claire Lynch
Family Enterprise Canada
Gaia Marchisio
CARE for Family Enterprises
Sandi Martin
Sandi Martin Financial Planning
Susan McAssey
Fiera Capital Private Wealth
Jim McCaw
Cliffbrake Corporation
Robert McLean
Connor Clark & Lunn Private Capital Ltd.
Ronald (Marc) Mercier
Cassels Brock & Blackwell LLP
Donald Minarik
TD Wealth Private Investment Advice
Audrée Morin
Farm Credit Canada
Namir Mustafa
N. Mustafa Private Wealth Services Ltd.
Kiran Narang
Next Step Advisors
John P.H. Nicolls
TD Bank Group
Valerie Panko
Farm Credit Canada
Angelo Parziale
Sun Life Consulting
Jill Marie Renton
Richter Family Office
Tabitha Schwarz
SpringTide Holdings
Gaurav Shukla
Videre Financiers
Laura Renee Shylko
Phronesis Law LLP
Tom Sorge
Family Wealth Coach
Scott Starratt
CG Wealth Management
Don Steele
Blackwood Family Enterprise Services
Chu-Yun (Alice) Sung
TD Wealth
Dalton Talbot
Nukumi Group
Aleem Thaver
Scotia Wealth Management
Nichola Thompson
Nukumi Group
Robert Thomson
Thomson Wealth of RBC Dominion Securities
Leah Tolton
Bennett Jones LLP.
Luther VanGilst
Baker Tilly REO LLP
Ya-Ri (Arthur) Wang
RBC Wealth Management Financial Services Inc.
Yuanji (Jimmy) Wang
Repower Financial Group Inc.
Karen H. Weaver
Timberlane Group
Tim Yeung
Next Step Advisors
Amanda (Meng) Zhao
Canada Life

About Family Enterprise Canada

Family Enterprise Canada is a national community, resource center and learning hub for business families and designated Family Enterprise Advisors. We empower families with the resources needed to navigate challenges and embrace opportunities unique to working with loved ones.

Our members connect, learn and grow together through dynamic social and educational events, intimate peer-to-peer advisory groups, one-on-one mentorship, online and in-person learning experiences, and access to FEAs who are specially trained in family business dynamics.

We believe family businesses are essential to building a better tomorrow for Canada’s communities and economy. Our role? To foster their strength and success

About the Family Enterprise Advisor (FEA) Designation

Family enterprise advising is a highly complex field that requires an exceptional level of fluency in the art and science of “family enterprise.” In a crowded field of professional advisors, there is one sure way for advisors to stand out: the Family Enterprise Advisor (FEA) designation. It’s the global standard in family business advising.

Please visit our website at


Sheila Scott
National Director, Marketing & Communications
Family Enterprise Canada
T: 647.521.7812

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