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.