FEA Leaders Circle

FEA Leaders Circle

The Institute of Family Enterprise Advisors was created in 2012 to support advisors to deliver and sustain the highest quality of advice for business families. Through the FEA Program and designation, IFEA offered advisors and their firms an opportunity to expand their knowledge and expertise. The Family Enterprise Xchange continues this mandate by delivering the FEA Program and designation to set the standard for excellence in the field of family enterprise advising.  

The professionals below were the very first to affiliate and support IFEA in its mission to raise the level of advice and service to families across Canada.  At FEX we continue to recognize these individuals for their commitment to this field.


  1. Lorraine Cunningham ICD.D, FEA  
  2. Ken Hallet
  3. Judi Cunningham M.A, FEA
  4. Bill Sheffield M.B.A., ICD.D, FEA
  5. David Sung CFP, CLU, CHS
  6. Josephine Nadel LL.B
  7. Beverly Johnson CA, P.Ag., FEA
  8. Murray Neilson CFP, CLU, CH.F.C.,FEA
  9. Garry Zlotnik F.C.A., CFP, CLU, CH.F.C.
  10. Frank Creaghan CLU
  11. John Becker LL.B, FEA
  12. John Bathurst CA, CFP, TEP, FEA
  13. Dominic Hay
  14. Ben Andrews BA, FCSI, FEA
  15. Doug Kellar
  16. Peter Seligman, FEA
  17. Wendy Sage-Hayward M.A., FEA
  18. Diana Reed LL.B, FEA
  19. Richard Dri B.Comm, CFP
  20. Harvey Taraday CA, CMC, TEP, FEA
  21. Gord Love CA, CFP
  22. Don Edmonds CA, FEA
  23. Sandra S Pollack CFP, CLU, CH.F.C, TEP, FEA
  24. Jeff Glacier MBA, CIM, APC
  25. Paul Tompkins B.Comm., LL.B., CLU, TEP, FEA
  26. Ruth Steverlynck LLB, FEA
  27. David Bentall
  28. Iain Thomson CFP, CLU, CH.F.C., FEA
  29. Michael Sax BA, BCL, LL.B, LL.M, ICD.D, FEA
  30. Paul Coleman CA, CFE, FEA



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