Only a FEA designation prepares you for the complexities of family

Transcription

Only a FEA designation prepares you for the complexities of family
Only a FEA designation prepares you for the complexities of family enterprise.
FEA designated advisors see the whole picture in dealing with business families because they understand the nuanced
and complex issues that are unique to family enterprise. Congratulations to the 115 FEA designates who have taken their
advising expertise to a whole new level.
Judith Ravensbergen
RBC Wealth Management
Michael Wong
D+H Group LLP
Dru Narwani
McLean Capital Corp
Julia Chung
Facet Advisors Wealth
Strategiec Inc.
Mike Fahrmann
KPMG LLP
Alexis Apps
Cardel Place
Gary Cohen
Cohen Buchan
Edwards LLP
Karen Laprade
Lead Family Enterprise
Advisors
Anneke Keenleyside
RBC Wealth Management
Gary Kaye
GPK Advisory Services Inc.
Karen Thompson
Odlum Brown
Ben Andrews
BMO Nesbitt Burns
Ginny LeVan
Independent
Kathy Bright
IFEA
Bernie Geiss
Cove Continuity
Advisors Inc.
Harvey Taraday
TCH Partners LLP
Kathy McLaughlin
Kathy McLaughlin &
Associates
Alan Isaacson
Credential Financial Inc.
Alex Adelaar
Coril Holdings Ltd.
Alex Martin
TD Wealth
Don Turri
Mackay LLP Chartered
Accountants
Heather Rose
RQ Inc.
Bev Johnson
KPMG Enterprise
Bill Crowther
Collins Barrow
Kawarthas LLP
Bill Sheffield
Independent Board
Member
Blair Dunn
Grant Thornton LLP
Holly Alexander
RBC Wealth Management
Kathy Munro
PricewaterhouseCoopers
LLP
Hugh MacDonald
Canadian Succession
Protection Company
Keith Brown
Financial Confidence
Advisors Inc.
Iain Thomson
Iain A. Thomson &
Associates
Kelly Adams
Barrington Wealth Partners
Kevin Moye
Re:solve Mediation
Services Inc.
Ian Macnaughton
Transitionpoint
Coaching Ltd.
Bob Tosh
MNP LLP
Brandon Fahy
McCain Foods Group Inc.
Caroline LeBlanc
BMO Harris Private
Banking
Kim Ward
Grant Thornton LLP
Irene Jacob
TD Wealth Advisory
Services
Kristin Hansen
RBC Dominion Securities
Irene Seiferling
Board Dynamics
Kristine Washbrook
RBC Wealth Management
Cherie Hamel
Clark & Horner LLP
Jay Kilgannon
RBC Dominion Securities
Chris Obst
Jump Management
Coaching
Jeff Benna
RE/MAX
Kyle Harrison
Seymour Investment
Management Ltd.
Les Ziegler
Westland Insurance
Group Ltd.
Jeff Hector
Assante Wealth
Management
Cindy David
Cindy David Financial
Group Ltd.
Cindy Roberts
RBC Wealth Management
Linda Hartford
BMO Harris Private
Banking
Jeff Thompson
CIBC Private Wealth
Management
Lisa Holland
RBC Dominion Securities
John Bathurst
BMO Harris Private
Banking
Murray Neilson
Nicola Wealth Management
Nancy Fong
Leoganda Financial &
Insurance Services Inc.
Nora Jones
RBC Wealth Management
Pat Loduca
Derhak Ireland
Executive Search
Paul Coleman
Grant Thornton LLP
Paul Lermitte
Assante Wealth
Management
Paul Stringer
Durward Jones Barkwell &
Company LLP
Paul Tompkins
Tompkins Insurance
Services Ltd.
Penny Leckie
P. Leckie Professional Corp
Perry Muhlbier
KPMG LLP
Peter Seligman
Seligman & Associates Ltd.
Peter Wu
RBC Dominion Securities
Philip Kriszenfeld
Transitions Mediation and
Consulting Group
Philippa McKenna
RBC Wealth Management
Renee Lytle
E.B. Horseman & Son
Richard Dri
ScotiaMcLeod
Lorraine Cunningham
Cunningham Group
Rita Ager
Odlum Brown Financial
Services Limited
John Becker
Becker & Company
Lynne Simmons
RBC Wealth Management
Robin Douglas
Concierge Investing
Darrell Ert
ES3 Insurance Services Ltd.
John Hamilton
RBC Wealth Management
Mary McPhail
RBC Wealth Management
Roger Cooper
Grant Thornton LLP
Dave Galloway
The Family Enterprise
Consulting Group
John Lunz
Arca Financial Group
Maryvonne Taft
Vancity
Rosie Marrone
RBC Wealth Management
Joseph Havas
RSW Accountants &
Consultants
Michael Sadovnick
Sadovnick Morgan LLP
Russel Baskin
IFEA
Michael Sax
Sax Law Office
Ruth Steverlynck
RES Consulting Group Inc.
Craig Carefoot
Family Capital Corp
Darin Thompson
Connor, Clark & Lunn
Private Capital
Deena Chochinov
Independent
Don Edmonds
Edmonds Advisory
Services
Judi Cunningham
Independent
Ryan Matthews
Hub International
Horizon Insurance
Salvatore Corea
Sorrell Financial
Sandra Pollack
Trimaran Financial Limited
Sharon Duguid
PricewaterhouseCoopers
LLP
Shauna Feth
Alberta Family Business
Institute
Shelley Forsythe
CIBC Wealth Advisory
Services Group
Sonia Park
RBC Wealth Management
Steve Legler
TSI Heritage
Susan Fulford
TD Wealth
Susan Kopas
RBC Wealth Management
Susan St. Amand
Sirius Financial Services
Susanna Clarke
National Bank Financial
Terri Dickson
RBC Dominion Securities
Terry Hutchinson
McInnes Cooper
Thomas Jedrej
TD Wealth Private
Client Group
Tim Rendell
Allegro Management
Services
Todd Coleman
BMO Harris Private
Banking
Trudy Pelletier
Simply More Inc.
Vince Cardella
Promerita Group
Wendy Sage-Hayward
The Family Business
Consulting Group
Yvonne Sayson
RBC Phillips, Hager
& North Investment
Counsel Inc.
2015 FEA PROGRAMS BEGIN
Vancouver: January 15 | Toronto: January 22 I Calgary: May 2015
To learn more contact Peter Cotterill at Peter.Cotterill@ifea.ca • 604.822.2790 • ifea.ca/feap
Be fluent in family enterprise.