FEA Program

The (only) professional development program leading to a designation that will distinguish you as a Family Enterprise Advisor to business families. Offered in Vancouver, Toronto, and Calgary.

Family Enterprise Advisor Program

Whether you are an accountant, lawyer, banker, insurance advisor, wealth advisor, financial planner, 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.

This 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 business family clients.

This approach has the added benefit of allowing advisors to build their professional networks and join an active community of FEA designates, in order to better serve their family enterprise clients.

For questions regarding the FEA program, please e-mail Peter Cotterill or call 778.991.3365


FEA Program 2018 Schedule


FEA Program 2018 Schedule


FEA Program 2018 Schedule

Family Enterprise Advisor Program Testimonials

Our University Partners

The FEA Program is delivered in Vancouver, Toronto, and Calgary in collaboration with our university partners


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