Advisor Membership



YOUR FAMILY ENTERPRISE COMMUNITY -
HELPING YOU SUCCEED AS THE TRUSTED ADVISOR OF CHOICE

The Family Enterprise Xchange (FEX) connects you to an engaged and trusted community that empowers professional advisors with current best practices and the knowledge you need to better serve your family enterprise clients as a trusted advisor of choice.

Through our chapter network across Canada, FEX offers a variety of forums and events for the open ‘xchange’ of knowledge and expertise in a confidential ‘safe harbour’ environment free of sponsorship and solicitation. You’ll be comfortable recommending your family enterprise clients to FEX while building your professional network in an active learning community of advisors.

Join our family enterprise community and enjoy a membership experience that offers:

ACCESS TO FAMILY ENTERPRISE-SPECIFIC KNOWLEDGE AND RESOURCES TO HELP YOU SUCCEED


Our FEX E-Learning Center offers the most comprehensive online repository of family business specific education and resources, available 24-7, which you can use to add value for your family enterprise clients.

Explore self-guided courses, videos, webinars, newsletters, articles, publications, and research at your own pace, on your own time. Use our  blender tool’ to compile a link to resources on a variety of general and specific family business topics which you can share with your clients electronically.



NETWORK AND LEARN FROM OTHER ADVISORS COMMITTED TO SERVING FAMILY ENTERPRISES


A central part of the FEX member experience is about the relationships, shared knowledge and support you gain by engaging and collaborating with other family enterprise advisors through programs and events.



DIFFERENTIATE YOURSELF WITH THE LEADING PROFESSIONAL DESIGNATION IN 
FAMILY ENTERPRISE ADVISING


FEX offers the only professional development program leading to a designation that will distinguish
you as a Family Enterprise Advisor (FEA) to business families. Whether you are an accountant, lawyer, banker, insurance advisor, wealth advisor, coach, therapist or a trusted family insider, the FEA Program 
augments your formidable technical skills 
with strategies and tools to incorporate social and human considerations into your role as a trusted advisor.

The FEA program uses a multi-disciplinary approach where business family advisors learn to integrate their own 
discipline with those of other professionals in order to provide collaborative and complementary advice to their 
business family clients.


PARTICIPATE IN LOCAL AND NATIONAL EDUCATIONAL AND NETWORKING EVENTS


All FEX chapters deliver a robust program of educational seminars and workshops on a wide variety of family enterprise topics designed for both families and advisors, as well as networking and advanced continuing education events specifically for advisors and FEA designates. As a member you can attend these events locally or anywhere in Canada at no additional charge. Only select special events (e.g. gala dinners, advanced learning forums) in each chapter will have a fee.   

In addition to our local programming, FEX conducts a variety of programs nationally including the annual FEX Symposium, Canada’s only national conference dedicated to family enterprise, FEA Pre-Symposium events for FEA designates, and the Family Enterprise of the Year Award to recognize and promote the best in family enterprise. All FEX programs qualify for continuing education credits for FEA designates.



LISTING IN THE FEX ADVISOR DIRECTORY


Raise your profile within our family enterprise community by maintaining a listing in our exclusive advisor directory.


JOIN OUR COMMUNITY

Join FEX today and discover how participating in our family enterprise community can help you better serve your family business clients and position yourself as the family enterprise advisor of choice. 

Annual Advisor Membership fees are $1,495 (+ taxes). For convenience, your membership can be paid monthly via credit card ($125 + tax per month).

Contact us for more information:
T: 866.849.0099 ext. 228 | E: memberships@family-enterprise-xchange.com

JOIN NOW

The Family Enterprise Xchange (FEX) is the new independent association committed to empowering business families and their advisors to success and promoting the vital contribution of family enterprise to Canada’s economic and social wellbeing. Consider supporting our bold new vision by becoming a Founding, Legacy or Charter member of FEX.  Click here for more information.

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690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375