FRIDAY, OCTOBER 21, 2022 – Family Enterprise Canada is honoured to announce the successful certification of 68 Family Enterprise Advisors (FEAs) in 2022. Meet our newest FEA designates (HERE or listed below.)
“We are extremely proud of our newly certified FEAs. They put in the hard work, and with the valuable knowledge and insights gained from the FEA Program, they can better serve their business family clients,” says Bill Brushett, President and CEO at Family Enterprise Canada, “and today we congratulate these dedicated professionals who join the ranks of over 450 FEAs in Canada who have achieved this high standard in family enterprise advising.”
The Family Enterprise Advisor (FEA) Program helps advisors become “fluent in family enterprise,” says Claire Lynch, National Director, Advisor Programs at Family Enterprise Canada. “Managing a business is complex enough. Add family dynamics to the mix and it can become extremely complicated.”
The FEA Program gives advisors a unique perspective when it come to advising business families. It offers practical training in the field of family business based on collaborative learning over a period of one year, with participants moving through the FEA Program with a cohort of professionals and advisors from a mix of disciplines.
“We know of no other program in the world that offers quite the breadth and depth of education and skills training specific to family enterprise advising than the FEA Program here in Canada,” adds Ms. Lynch. “There’s no question that for advisors working with business families, the FEA Program is the gold standard.”
Congratulations to our 2022 FEA designates
Adam Bresver, GFI Investment Counsel Ltd.
Alejandro Mendez, Family Business Success Group (FBSG)
Alysha To, Richardson Wealth
Andrea De Groot, Farm Credit Canada
Anna Giampà, BDO Canada LLP
Ashleigh Stoesser, Ashleigh Stoesser Professional Corporation
Bernadette Churchill, CWB McLean & Partners
Bernice Wong, BMO Private Wealth
Blake Burns, TD Wealth
Brendan Bell, OneLife Wealth Management
Catherine Groleau, RBC Wealth Management – Dominion Securities
Choula Ammar, Enterprise Strategic Client Group, Royal Bank of Canada
Danielle Ayana James, STRAAD Consulting
Danny Diamond, Grant Thornton LLP
David Wilkinson, RBC Wealth Management – RBC Dominion Securities Inc.
David Victor, ScotiaMcLeod
Diana Mahortoff, Cosens Group
Doreen Malone, CIBC Private Wealth
Dorothy Keating, Noseworthy Chapman
Elie Roth, Davies Ward Phillips & Vineberg LLP
Ellisha Mott, Mott Electric
Emma KB O’Dwyer, Family Enterprise Canada
Erick Hamdan, Leder Holdings Ltd.
Felicia Lee, Clarity Planning Inc.
Geoff Hansen, Grant Thornton LLP
Gilbert Van der Woerd, Bulkley Valley Financial Services Ltd
Grant Damery, Enterprise Strategic Client Group, Royal Bank of Canada
Greg Thomarat, Farm Credit Canada
Isabel Desmarais, BMHL Equities Inc.
Jacquie Lovelock, TD Wealth Family Office
Jeff Lam, CIBC Wood Gundy
Jennifer Tennant, Holland Family Enterprise Group of RBC Dominion Securities
Jeremy Manalis, Family Ties Counseling Center
Jess Merber, TD Wealth
Joel Bokenfohr, Farm Credit Canada
Joëlle Hall, Hall O’Brien Wealth Counsel | Richardson Wealth Limited
John Gleeson, Gleeson Financial Group
John Trim, Scotia Wealth Management
Johnathan Hostick, BMO Nesbitt Burns
Kerri Riddle, Grant Thornton LLP
Konny Shaw, Desiderata Family Enterprise Advisory Corporation
Laura MacLaughlin, Grant Thornton LLP
Mandy Sa, TD Wealth – Private Wealth Management
Mark Skeggs, BML Group
Matthew Wood, CIBC Private Wealth
Melanie Harty, Grant Thornton LLP
Melanie Smith, Lakeland Family Office of RBC Dominion Securities – RBC Dominion Securities Inc.
Michele Bolton, CIBC Private Wealth
Misty Tait, Scotia Wealth Management
Nathan Plett, CIBC Wood Gundy
Nicole Osolinsky, KPMG LLP
Pamela Yoon, RBC Wealth Management – RBC Dominion Securities Inc.
Paul Morse, TD Wealth – Private Investment Advice
Pierre Cloutier, Services Financiers Pierre Cloutier Inc.
Purdeep Sangha, Business Brothers
Ron Anderson, Grant Thornton LLP
Ryan Henderson, Wellington-Altus Private Wealth Advisory
Ryan Palmer, KPMG LLP
Sam McLaughlin, McLaughlin Capital Management – RBC Dominion Securities Inc.
Sean Morgan, Werklund Family Office Inc.
Shauna Frederick, Frederick OTG Professional Corporation
Shawn Deyell, RLB LLP
Stephen Butler, Framework
Stephen Cudmore, Richardson Wealth
Steve Willems, Assante Wealth Management | Willems Wealth Planning Group
Steven Meldrum, Swell Private Wealth Ltd.
Trevor MacLean, MNP
Zach Keith, Avail CP
About Family Enterprise Canada
Business families deal with many complex challenges – especially when navigating transition. Managing these challenges is difficult and can impact family relationships. You don’t have to navigate this journey alone! At Family Enterprise Canada, our goal is to help family businesses succeed over generations. Access to our exclusive community gives you family-focused education, a network of certified Family Enterprise Advisors and a group of peers that offer support and insight to help you build a lasting legacy.
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 familyenterprise.ca/fea-designation/