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Family Enterprise Xchange Board of Directors

FEX is governed by a board of 6 to 14 members from across Canada consisting of family business members, FEA designates, partners and academics. To ensure the best interests of family enterprise are front and centre, family business members will maintain a majority of directors on the board. A call for nominations will be made when there is a vacancy. The Governance and Nominating Committee will review and select new Board members based on competency, experience and strategic fit. FEX members will be asked to ratify the slate of directors and officers once a year at the Annual General Meeting.

The board will be supported by a robust committee structure inclusive of Governance, Finance, and other committees. To ensure FEX members are able to contribute their voice to the organization, these committees will engage members from across Canada to tap into their expertise and ensure we stay in touch with the needs of the whole community.

 

Meet the Board of Directors

coachJames A. Burton

James A. Burton

JAMES A. BURTON AND FAMILY FOUNDATION
FEX Board Chair
coachMargaret-Jean Mannix

Margaret-Jean Mannix

MANCAL
FEX Board Vice Chair
coachMichelle Osry

Michelle Osry

DELOITTE
FEX Board Vice Chair
coachNaim Ali

Naim Ali

SM2 CAPITAL PARTNERS
Board Director
coachSerge Bilodeau

Serge Bilodeau

KPMG
Board Director
coachJulia Chung

Julia Chung

SPRING FINANCIAL PLANNING
Board Director
coachKeita Demming

Keita Demming

COVENANT GROUP
Board Director
coachBrian Henley

Brian Henley

ALEC G. HENLEY GROUP
Board Director
coachKaren MacDonald

Karen MacDonald

VIEWPOINT GROUP
Board Director
coachJanie Provencher Blais

Janie Provencher Blais

RBC WEALTH MANAGEMENT
Board Director
coachBill Sheffield

Bill Sheffield

Board Director
coachSusan St. Amand

Susan St. Amand

SIRIUS FINANCIAL SERVICES
Board Director
coachAllen S. Taylor

Allen S. Taylor

TAYLOR & ASSOCIATES
Board Director
coachJames A. Burton

James A. Burton

JAMES A. BURTON AND FAMILY FOUNDATION
FEX Board Chair
coachMargaret-Jean Mannix

Margaret-Jean Mannix

MANCAL
FEX Board Vice Chair
coachMichelle Osry

Michelle Osry

DELOITTE
FEX Board Vice Chair
coachNaim Ali

Naim Ali

SM2 CAPITAL PARTNERS
Board Director
coachSerge Bilodeau

Serge Bilodeau

KPMG
Board Director
coachJulia Chung

Julia Chung

SPRING FINANCIAL PLANNING
Board Director
coachKeita Demming

Keita Demming

COVENANT GROUP
Board Director
coachBrian Henley

Brian Henley

ALEC G. HENLEY GROUP
Board Director
coachKaren MacDonald

Karen MacDonald

VIEWPOINT GROUP
Board Director
coachJanie Provencher Blais

Janie Provencher Blais

RBC WEALTH MANAGEMENT
Board Director
coachBill Sheffield

Bill Sheffield

Board Director
coachSusan St. Amand

Susan St. Amand

SIRIUS FINANCIAL SERVICES
Board Director
coachAllen S. Taylor

Allen S. Taylor

TAYLOR & ASSOCIATES
Board Director
coachJames A. Burton

James A. Burton

JAMES A. BURTON AND FAMILY FOUNDATION
FEX Board Chair
coachMargaret-Jean Mannix

Margaret-Jean Mannix

MANCAL
FEX Board Vice Chair
coachMichelle Osry

Michelle Osry

DELOITTE
FEX Board Vice Chair
coachNaim Ali

Naim Ali

SM2 CAPITAL PARTNERS
Board Director
coachSerge Bilodeau

Serge Bilodeau

KPMG
Board Director
coachJulia Chung

Julia Chung

SPRING FINANCIAL PLANNING
Board Director
coachKeita Demming

Keita Demming

COVENANT GROUP
Board Director
coachBrian Henley

Brian Henley

ALEC G. HENLEY GROUP
Board Director
coachKaren MacDonald

Karen MacDonald

VIEWPOINT GROUP
Board Director
coachJanie Provencher Blais

Janie Provencher Blais

RBC WEALTH MANAGEMENT
Board Director
coachBill Sheffield

Bill Sheffield

Board Director
coachSusan St. Amand

Susan St. Amand

SIRIUS FINANCIAL SERVICES
Board Director
coachAllen S. Taylor

Allen S. Taylor

TAYLOR & ASSOCIATES
Board Director

Annual General Meeting

The Annual General Meeting (AGM) will be held on Tuesday, September 15, 2020.
All members are encouraged to register and participate.

All relevant AGM forms and documents can be found below:

Contact Us

Phone

1.866.849.0099
Email us about the FEX Board
Have questions about the FEX Board?




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