P.A.G Coaches

How a P.A.G Coach Can Help

Whether your P.A.G – Personal Advisory Group™  is new, or well-established and needs fresh momentum, a P.A.G Coach can help get you on track with advice and guidance tailored specifically for your group. Each Coach is professionally trained and deeply familiar with FEX best practices. They can help you create or revise a charter or constitution, identify and assign roles, share communication and meeting facilitation techniques and more.

Coaching for new P.A.Gs:

  • A P.A.G Coach will be provided for the initial three meetings, starting the group off on the right foot
  • They will model the behaviours of a strong Moderator and will assist the group in identifying their own Moderator
  • They will equip the group with the agenda, protocols and policies to ensure the P.A.G will flourish once their service has been completed

Coaching for existing P.A.Gs:

  • For those P.A.Gs who want assistance to get themselves back on track, ensuring continued benefits from their P.A.G
  • P.A.G Coaches provide support with processes and protocols, or additional training with the Moderator role
  • Established P.A.Gs have the option to request support from a P.A.G Coach by connecting with the FEX P.A.G Manager

Eligibility for a P.A.G Coach

All P.A.G members must have an active family membership

An additional interview for more details will happen prior to assigning a coach

Group must be in agreement in requesting a coach

Meet Our Coaches

coachMarc Bowles

Marc Bowles

GLOBAL COACH
IFC, PCC
coachVictoria Brown

Victoria Brown

LEGACY FAMILY BUSINESS
ACC, PCC, ACTP, Certified Co-Active Coach, FEA
coachKathy Burns

Kathy Burns

BURNS STRATEGIC CONSULTING
MBA, Certified Coach
coachDeena Chochinov

Deena Chochinov

COACH
M.ED, RCC, FEA
coachLaurel Hubber

Laurel Hubber

COACH
M.ED, MBA, FEA
coachLorraine Lawrence

Lorraine Lawrence

RENEW COACHING & CONSULTING
ACC, Certified Executive Coach
coachVal Monk

Val Monk

VAL MONK & ASSOCIATES
PhD, NLP, Master Practitioner, Certified Facilitator & Coach
coachTrudy Pelletier

Trudy Pelletier

TRUDY PELLETIER CONSULTING
Certified Executive Coach, Mediator, FEA
coachMichael Sadovnick

Michael Sadovnick

SADOVNICK MORGAN LLP
CPA, CA, CPA (AZ), TEP, FEA
coachHolly Simmons

Holly Simmons

GOLDEN LASSO COACHING
Independent Certified Coach, FEA
coachJulie Westeinde

Julie Westeinde

BREAKTHROUGH LEARNING CONNECTIONS
BSCEng, INT’L MBA, NVC Intensive

As I enter into the FEX family, I am honoured, excited and energized to be able to learn what matters most to you, share and support you in making “it” happen as we strive together in creating ideas that connect and sustain the fascination in your business. This journey is about igniting the adventure that led us all here – let’s do this!

Marc speaks, facilitates, and coaches individuals, leaders, and teams globally about the power of conversations and who we need to BE to inspire ourselves and those around us. Marc is recognized and acknowledged for his unique and innovative approaches to connecting people and organizations to the meaning of their work. Marc has more than 25 years’ experience in coaching and leadership development at the corporate, international level in business and sport. Marc is an Associate Faculty member at Royal Roads University, instructing in Coaching and Workplace Innovation. Outside of this work with Royal Roads University, Marc works with mid-career individuals and leadership teams around the globe in the fields of oil and gas, education, health care, accounting, and construction. Marc holds a Professional Certified Coach credential from the International Coach Federation, a Bachelor of Education from the University of Victoria and has a Graduate Certificate in Executive Coaching from Royal Roads University. Marc is an ICF certified Professional Mentor Coach through Royal Roads University and is a graduate of the National Coaching Institute for High Performance Sport.

Key Skills

  • Connector of conversations
  • Entrepreneurial curiosity 
  • Relentless in support and results that matter 
  • Creative and innovative
  • Encourage participants to Sustain fascination with work

I’m delighted at the opportunity to support P.A.G members. I know how valuable a peer advisory group can be for support, perspectives and insight to actively make progress towards goals, leap over obstacles and feel more inspired. Most importantly, to have a group of people who are fully committed to your success, happiness and fulfillment is magic! I look forward to meeting you and supporting your group.

Victoria Brown is fiercely committed to guiding family businesses to grow their Famili-ness Factor and move past constraints so the can prosper, maintain family harmony and thrive over generations. Over the past 7 years, Victoria has helped leaders and family businesses transition with concerns about how to grow the business, maintain family harmony, preserve their wealth and enjoy life while making crucial decisions. What sets her apart is her experience, training and perspective. She grew up with an entrepreneurial father, has had decades in marketing and business development and presently is the matriarch of a family business and founder of her own business. She is passionate about helping others understand and align with their natural gifts, developing leaders and assisting founders discover their legacy and significance in one of their most important phases of their life. A Family Enterprise Advisor and coach with multiple certifications and a dedication to lifelong learning, she designs strategies, mastermind sessions, facilitated retreats, workshops, and leadership programs around the requirements of each individual and group.

Key Skills

  • Communication catalyst
  • Co-active and systems coach
  • Facilitator
  • Workshop leader

Working with family businesses has been extremely rewarding. It has allowed me to engage with like-minded individuals who value entrepreneurship, collaboration and family. I look forward to the possibility of working with the P.A.Gs of Southwestern Ontario.”

Kathy Burns is a management consultant who specializes in the areas of strategy, leadership and entrepreneurship. In 2005, she founded Burns Strategic Consulting Inc. and has served clients from the technology, education, property management, retail, professional services and not-for-profit sectors. Kathy is also a contract faculty member at Brescia University College where she teaches leadership and entrepreneurship to undergraduate students. She has volunteered on national, regional, municipal and community boards and has volunteered as a mentor to Ivey Business School students. Kathy has a Bachelor of Arts degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. Upon completion of her MBA in 1993, Kathy founded Garlic’s Restaurant which she operated until 2000. Although no longer a restaurateur, Kathy is an avid cook and foodie.  

Key Skills

  • Group Facilitation
  • Executive Coaching
  • Leadership Training
  • Strategic Planning
  • Entrepreneurship 

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change. Trained by world-renowned leaders in the fields of psychology and organizational development—including Virginia Satir and William Bridges—she draws from a broad repertoire of skills to produce sustainable outcomes for each client. In particular, Deena blends her training and experience in family counselling and management consulting to serve the unique needs of family enterprises. Her rare skill set enables her to strengthen family businesses on a strategic level, while ensuring that healthy interpersonal dynamics support a firm’s continuity and prosperity. As a family facilitator, Deena works with multi-generational families who seek the tools and techniques to make smart decisions manage conflict effectively and develop strong, lasting relationships. She also serves legacy families of wealth who manage the many complexities of inherited responsibility and privilege. Deena is a graduate of the FEA Program at the UBC Sauder School of Business and has earned the official designation of Family Enterprise Advisor™.

  • Facilitation
  • Communication
  • Conflict management
  • Family systems

Excited to be a part of this new initiative and I look forward to supporting P.A.G members in their continued development.

Laurel specializes in succession planning, next gen leadership development and dealing with family dynamics. Prior to consulting, Laurel spent many years in an executive position in her own family business, a 60 year-old construction company based in Hamilton, Ontario. Laurel has studied, worked, volunteered and travelled across the globe. Her formal education includes a Masters of Education, an International MBA, and a FAMILY ENTERPRISE ADVISOR™ certification from the Institute of Family Enterprise Advisors. Laurel is a writer and regular presenter on various topics related to family businesses.

  • Meeting facilitation
  • Management consulting
  • Leadership coaching/development
  • Family dynamics

Lorraine Lawrence is CEO and principal coach at Renew Coaching and Consulting, Inc. Lorraine has twenty years of experience facilitating leadership development workshops and providing one to one leadership coaching. She is an Organizational Development specialist and an ICF ACC Certified Executive Coach from Royal Roads University. Lorraine leads talent management strategies in executive coaching, leadership development facilitation, performance management and workforce planning, succession strategy, top-talent identification, hi-potential development and global employee engagement. In 2016 Renew Coaching and Consulting won an ICF Prism Award for Coaching and Leadership Development.

  • Executive Coaching
  • Leadership Development
  • Organizational Development
  • Performance Management
  • Career Development

“I am excited to be part of the P.A.G Coach community that FEX has launched. Since 1996, I have had the opportunity and privilege to be in a Personal Advisory Group. My P.A.G experience has been invaluable to me on so many levels. I am humbled to be welcomed into your P.A.G to share and learn together, enhancing the value of this program. I look forward to supporting your P.A.G experience.

Val has worked in the field of human dynamics and family business systems for over 35 years. As someone who grew up in a family business, she has firsthand appreciation of the incredible energy and commitment that goes into a family business, succession planning and leadership development. Val has offered her professional expertise as a family business advisor, leadership coach, mediator and communication facilitator to businesses, organizations, families and individuals throughout Canada, United States and Mexico. She is an advisor and facilitator with the Alberta Business Family Institute and has designed and delivered programs for Business Families Foundation. With her combined expertise in family business systems, organizational learning, leadership, and psychology, Val possess a unique ability to integrate a diverse range of knowledge, skills and experiences. Clients have referred to her as “the best insurance policy we could have invested in” and “our vision keeper who supports our mission”. As a true entrepreneur, in 2016 Val started an additional business with her husband Ted. Together, they own and operate “Monk’s Lake Place” located in Lake of the Woods. It is a beautiful lakeside destination for private retreats that focus on workshops for personal and professional development, family business education, couple and family relationships, and therapeutic counselling.

  • Extensive experience and skills in business family facilitation, succession planning, communication, mediation, leadership development, strategic planning, managing change & transition, coaching, counselling
  • P.A.G Member for 21 years

I am pleased to be a member of the FEX Personal Advisory Group Coach Community, supporting members to have an extraordinary experience.

As a Communication Specialist, Trudy enables business families to grow and succeed by connecting family members to what really matters to them. Expanding communication effectiveness and listening levels, while developing governance and process unites families as they create new futures. Trudy facilitates difficult conversations for legacy, succession, and continuity planning such that business families resolve emotionally charged issues and are empowered to navigate the complexities to make decisions through and for transition.

  • Specialize in difficult conversations
  • Facilitation
  • Communication Specialist
  • Coach
  • Trainer

Michael is a second generation member of his family’s accounting firm working alongside his Dad. He is specially attuned to family dynamics as he is not only a member of a family business himself but has also been a member of a Peer Advisory Group since 2015. Michael has moderated his PAG since 2017. Michael holds various designations including his Family Enterprise Advisor (FEA), Chartered Accountant as well as the Trust and Estate Practitioner (TEP) amongst others.

  • Member of his P.A.G since 2015
  • Moderator of the P.A.G since 2017
  • Completed the multiple moderator training programs offered by FEX as well as his FEA.
  • Personal experience of being in a family business given that he is a member of one himself
  • Board Member of Edmonton Talmud Torah 

I’m delighted to have the opportunity to work with Central Ontario P.A.Gs. I look forward to supporting and providing guidance to members through their P.A.G experience.

Holly Simmons is a Family Enterprise Advisor (FEA™) who provides coaching, facilitation and educational services to successful family businesses looking to discover their true north, articulate shared values, improve communication and create a legacy together. Holly Simmons hold an Honors Business Marketing Management Diploma from Fanshawe College and is an independent Certified Coach, Teacher and Speaker with John Maxwell Team. Before starting her own business in 2008, Holly spent 8 years working in the technology sector. Holly’s business has evolved over the years to meet the changing needs of her customers. She works with a wide range of family businesses to help them articulate their brand values, build trusted relationships and develop leadership skills. Industry knowledge includes manufacturing, technology, service companies, luxury goods, hospitality, franchisees, and e-commerce.

  • Facilitated a Family Business Leaders Peer Group for a year and a half with monthly meetings, guest speakers, and hot topic discussions. Provided framework, teaching topics and mid-month educational resources for the group.
  • Work with a number of successful multi-generational family business to help family members understand their roles, expand their communication tool kit and raise their level of leadership.
  • Provide coaching, training, facilitation and thinking partner services. 

What a privilege it is to be involved in the development of a new P.A.G group; experiencing the powerful learning, support and breakthroughs that come to life for P.A.G members!

Julie Westeinde is the founder of Breakthrough Learning Connections. She has contributed to transformational change processes around the world; working the interdependence between strategy, culture, multi-stakeholder engagement, leadership, learning, and conscious communication development with edgewalking individuals, teams, organizations and communities for 30 years. She holds a Bachelor in Biochemical Engineering from UWO, and an International Masters in Business Administration from Institut Superieur de Gestion (a multi-campus MBA working, living, and learning in Paris, New York, Tokyo, Ecuador, and China). Her ways are also informed by compassionate communication, the wisdom teachings of indigenous culture, NIA dance, and OnePlanetLiving. She pioneers the application of a living systems lens and creative conversations to strategy, leadership, executive and life coaching, and culture development to awaken a simpler, holistic and more sustainable way of being, and doing and communicating good work in the world. Her pioneering work re: social innovation and conflict evolution for social and environmental sustainability in contexts including urban development, the global textile industry, and First Nations engagement was recently shared at the International Organizational Development Conference in Atlanta, Georgia.

  • Conflict Evolution
  • Empathy Skill Dev’t (NVC)
  • Business Strategy Development
  • Family  Healing
  • Team Development 
coachMarc Bowles

Marc Bowles

GLOBAL COACH
IFC, PCC
coachVictoria Brown

Victoria Brown

LEGACY FAMILY BUSINESS
ACC, PCC, ACTP, Certified Co-Active Coach, FEA

As I enter into the FEX family, I am honoured, excited and energized to be able to learn what matters most to you, share and support you in making “it” happen as we strive together in creating ideas that connect and sustain the fascination in your business. This journey is about igniting the adventure that led us all here – let’s do this!

Marc speaks, facilitates, and coaches individuals, leaders, and teams globally about the power of conversations and who we need to BE to inspire ourselves and those around us. Marc is recognized and acknowledged for his unique and innovative approaches to connecting people and organizations to the meaning of their work. Marc has more than 25 years’ experience in coaching and leadership development at the corporate, international level in business and sport. Marc is an Associate Faculty member at Royal Roads University, instructing in Coaching and Workplace Innovation. Outside of this work with Royal Roads University, Marc works with mid-career individuals and leadership teams around the globe in the fields of oil and gas, education, health care, accounting, and construction. Marc holds a Professional Certified Coach credential from the International Coach Federation, a Bachelor of Education from the University of Victoria and has a Graduate Certificate in Executive Coaching from Royal Roads University. Marc is an ICF certified Professional Mentor Coach through Royal Roads University and is a graduate of the National Coaching Institute for High Performance Sport.

Key Skills

  • Connector of conversations
  • Entrepreneurial curiosity 
  • Relentless in support and results that matter 
  • Creative and innovative
  • Encourage participants to Sustain fascination with work

I’m delighted at the opportunity to support P.A.G members. I know how valuable a peer advisory group can be for support, perspectives and insight to actively make progress towards goals, leap over obstacles and feel more inspired. Most importantly, to have a group of people who are fully committed to your success, happiness and fulfillment is magic! I look forward to meeting you and supporting your group.

Victoria Brown is fiercely committed to guiding family businesses to grow their Famili-ness Factor and move past constraints so the can prosper, maintain family harmony and thrive over generations. Over the past 7 years, Victoria has helped leaders and family businesses transition with concerns about how to grow the business, maintain family harmony, preserve their wealth and enjoy life while making crucial decisions. What sets her apart is her experience, training and perspective. She grew up with an entrepreneurial father, has had decades in marketing and business development and presently is the matriarch of a family business and founder of her own business. She is passionate about helping others understand and align with their natural gifts, developing leaders and assisting founders discover their legacy and significance in one of their most important phases of their life. A Family Enterprise Advisor and coach with multiple certifications and a dedication to lifelong learning, she designs strategies, mastermind sessions, facilitated retreats, workshops, and leadership programs around the requirements of each individual and group.

Key Skills

  • Communication catalyst
  • Co-active and systems coach
  • Facilitator
  • Workshop leader
coachKathy Burns

Kathy Burns

BURNS STRATEGIC CONSULTING
MBA, Certified Coach
coachDeena Chochinov

Deena Chochinov

COACH
M.ED, RCC, FEA

Working with family businesses has been extremely rewarding. It has allowed me to engage with like-minded individuals who value entrepreneurship, collaboration and family. I look forward to the possibility of working with the P.A.Gs of Southwestern Ontario.”

Kathy Burns is a management consultant who specializes in the areas of strategy, leadership and entrepreneurship. In 2005, she founded Burns Strategic Consulting Inc. and has served clients from the technology, education, property management, retail, professional services and not-for-profit sectors. Kathy is also a contract faculty member at Brescia University College where she teaches leadership and entrepreneurship to undergraduate students. She has volunteered on national, regional, municipal and community boards and has volunteered as a mentor to Ivey Business School students. Kathy has a Bachelor of Arts degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. Upon completion of her MBA in 1993, Kathy founded Garlic’s Restaurant which she operated until 2000. Although no longer a restaurateur, Kathy is an avid cook and foodie.  

Key Skills

  • Group Facilitation
  • Executive Coaching
  • Leadership Training
  • Strategic Planning
  • Entrepreneurship 

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change. Trained by world-renowned leaders in the fields of psychology and organizational development—including Virginia Satir and William Bridges—she draws from a broad repertoire of skills to produce sustainable outcomes for each client. In particular, Deena blends her training and experience in family counselling and management consulting to serve the unique needs of family enterprises. Her rare skill set enables her to strengthen family businesses on a strategic level, while ensuring that healthy interpersonal dynamics support a firm’s continuity and prosperity. As a family facilitator, Deena works with multi-generational families who seek the tools and techniques to make smart decisions manage conflict effectively and develop strong, lasting relationships. She also serves legacy families of wealth who manage the many complexities of inherited responsibility and privilege. Deena is a graduate of the FEA Program at the UBC Sauder School of Business and has earned the official designation of Family Enterprise Advisor™.

  • Facilitation
  • Communication
  • Conflict management
  • Family systems
coachLaurel Hubber

Laurel Hubber

COACH
M.ED, MBA, FEA
coachLorraine Lawrence

Lorraine Lawrence

RENEW COACHING & CONSULTING
ACC, Certified Executive Coach

Excited to be a part of this new initiative and I look forward to supporting P.A.G members in their continued development.

Laurel specializes in succession planning, next gen leadership development and dealing with family dynamics. Prior to consulting, Laurel spent many years in an executive position in her own family business, a 60 year-old construction company based in Hamilton, Ontario. Laurel has studied, worked, volunteered and travelled across the globe. Her formal education includes a Masters of Education, an International MBA, and a FAMILY ENTERPRISE ADVISOR™ certification from the Institute of Family Enterprise Advisors. Laurel is a writer and regular presenter on various topics related to family businesses.

  • Meeting facilitation
  • Management consulting
  • Leadership coaching/development
  • Family dynamics

Lorraine Lawrence is CEO and principal coach at Renew Coaching and Consulting, Inc. Lorraine has twenty years of experience facilitating leadership development workshops and providing one to one leadership coaching. She is an Organizational Development specialist and an ICF ACC Certified Executive Coach from Royal Roads University. Lorraine leads talent management strategies in executive coaching, leadership development facilitation, performance management and workforce planning, succession strategy, top-talent identification, hi-potential development and global employee engagement. In 2016 Renew Coaching and Consulting won an ICF Prism Award for Coaching and Leadership Development.

  • Executive Coaching
  • Leadership Development
  • Organizational Development
  • Performance Management
  • Career Development

coachVal Monk

Val Monk

VAL MONK & ASSOCIATES
PhD, NLP, Master Practitioner, Certified Facilitator & Coach
coachTrudy Pelletier

Trudy Pelletier

TRUDY PELLETIER CONSULTING
Certified Executive Coach, Mediator, FEA

“I am excited to be part of the P.A.G Coach community that FEX has launched. Since 1996, I have had the opportunity and privilege to be in a Personal Advisory Group. My P.A.G experience has been invaluable to me on so many levels. I am humbled to be welcomed into your P.A.G to share and learn together, enhancing the value of this program. I look forward to supporting your P.A.G experience.

Val has worked in the field of human dynamics and family business systems for over 35 years. As someone who grew up in a family business, she has firsthand appreciation of the incredible energy and commitment that goes into a family business, succession planning and leadership development. Val has offered her professional expertise as a family business advisor, leadership coach, mediator and communication facilitator to businesses, organizations, families and individuals throughout Canada, United States and Mexico. She is an advisor and facilitator with the Alberta Business Family Institute and has designed and delivered programs for Business Families Foundation. With her combined expertise in family business systems, organizational learning, leadership, and psychology, Val possess a unique ability to integrate a diverse range of knowledge, skills and experiences. Clients have referred to her as “the best insurance policy we could have invested in” and “our vision keeper who supports our mission”. As a true entrepreneur, in 2016 Val started an additional business with her husband Ted. Together, they own and operate “Monk’s Lake Place” located in Lake of the Woods. It is a beautiful lakeside destination for private retreats that focus on workshops for personal and professional development, family business education, couple and family relationships, and therapeutic counselling.

  • Extensive experience and skills in business family facilitation, succession planning, communication, mediation, leadership development, strategic planning, managing change & transition, coaching, counselling
  • P.A.G Member for 21 years

I am pleased to be a member of the FEX Personal Advisory Group Coach Community, supporting members to have an extraordinary experience.

As a Communication Specialist, Trudy enables business families to grow and succeed by connecting family members to what really matters to them. Expanding communication effectiveness and listening levels, while developing governance and process unites families as they create new futures. Trudy facilitates difficult conversations for legacy, succession, and continuity planning such that business families resolve emotionally charged issues and are empowered to navigate the complexities to make decisions through and for transition.

  • Specialize in difficult conversations
  • Facilitation
  • Communication Specialist
  • Coach
  • Trainer
coachMichael Sadovnick

Michael Sadovnick

SADOVNICK MORGAN LLP
CPA, CA, CPA (AZ), TEP, FEA
coachHolly Simmons

Holly Simmons

GOLDEN LASSO COACHING
Independent Certified Coach, FEA

Michael is a second generation member of his family’s accounting firm working alongside his Dad. He is specially attuned to family dynamics as he is not only a member of a family business himself but has also been a member of a Peer Advisory Group since 2015. Michael has moderated his PAG since 2017. Michael holds various designations including his Family Enterprise Advisor (FEA), Chartered Accountant as well as the Trust and Estate Practitioner (TEP) amongst others.

  • Member of his P.A.G since 2015
  • Moderator of the P.A.G since 2017
  • Completed the multiple moderator training programs offered by FEX as well as his FEA.
  • Personal experience of being in a family business given that he is a member of one himself
  • Board Member of Edmonton Talmud Torah 

I’m delighted to have the opportunity to work with Central Ontario P.A.Gs. I look forward to supporting and providing guidance to members through their P.A.G experience.

Holly Simmons is a Family Enterprise Advisor (FEA™) who provides coaching, facilitation and educational services to successful family businesses looking to discover their true north, articulate shared values, improve communication and create a legacy together. Holly Simmons hold an Honors Business Marketing Management Diploma from Fanshawe College and is an independent Certified Coach, Teacher and Speaker with John Maxwell Team. Before starting her own business in 2008, Holly spent 8 years working in the technology sector. Holly’s business has evolved over the years to meet the changing needs of her customers. She works with a wide range of family businesses to help them articulate their brand values, build trusted relationships and develop leadership skills. Industry knowledge includes manufacturing, technology, service companies, luxury goods, hospitality, franchisees, and e-commerce.

  • Facilitated a Family Business Leaders Peer Group for a year and a half with monthly meetings, guest speakers, and hot topic discussions. Provided framework, teaching topics and mid-month educational resources for the group.
  • Work with a number of successful multi-generational family business to help family members understand their roles, expand their communication tool kit and raise their level of leadership.
  • Provide coaching, training, facilitation and thinking partner services. 
coachJulie Westeinde

Julie Westeinde

BREAKTHROUGH LEARNING CONNECTIONS
BSCEng, INT’L MBA, NVC Intensive

What a privilege it is to be involved in the development of a new P.A.G group; experiencing the powerful learning, support and breakthroughs that come to life for P.A.G members!

Julie Westeinde is the founder of Breakthrough Learning Connections. She has contributed to transformational change processes around the world; working the interdependence between strategy, culture, multi-stakeholder engagement, leadership, learning, and conscious communication development with edgewalking individuals, teams, organizations and communities for 30 years. She holds a Bachelor in Biochemical Engineering from UWO, and an International Masters in Business Administration from Institut Superieur de Gestion (a multi-campus MBA working, living, and learning in Paris, New York, Tokyo, Ecuador, and China). Her ways are also informed by compassionate communication, the wisdom teachings of indigenous culture, NIA dance, and OnePlanetLiving. She pioneers the application of a living systems lens and creative conversations to strategy, leadership, executive and life coaching, and culture development to awaken a simpler, holistic and more sustainable way of being, and doing and communicating good work in the world. Her pioneering work re: social innovation and conflict evolution for social and environmental sustainability in contexts including urban development, the global textile industry, and First Nations engagement was recently shared at the International Organizational Development Conference in Atlanta, Georgia.

  • Conflict Evolution
  • Empathy Skill Dev’t (NVC)
  • Business Strategy Development
  • Family  Healing
  • Team Development 
coachMarc Bowles

Marc Bowles

GLOBAL COACH
IFC, PCC
coachVictoria Brown

Victoria Brown

LEGACY FAMILY BUSINESS
ACC, PCC, ACTP, Certified Co-Active Coach, FEA
coachKathy Burns

Kathy Burns

BURNS STRATEGIC CONSULTING
MBA, Certified Coach

As I enter into the FEX family, I am honoured, excited and energized to be able to learn what matters most to you, share and support you in making “it” happen as we strive together in creating ideas that connect and sustain the fascination in your business. This journey is about igniting the adventure that led us all here – let’s do this!

Marc speaks, facilitates, and coaches individuals, leaders, and teams globally about the power of conversations and who we need to BE to inspire ourselves and those around us. Marc is recognized and acknowledged for his unique and innovative approaches to connecting people and organizations to the meaning of their work. Marc has more than 25 years’ experience in coaching and leadership development at the corporate, international level in business and sport. Marc is an Associate Faculty member at Royal Roads University, instructing in Coaching and Workplace Innovation. Outside of this work with Royal Roads University, Marc works with mid-career individuals and leadership teams around the globe in the fields of oil and gas, education, health care, accounting, and construction. Marc holds a Professional Certified Coach credential from the International Coach Federation, a Bachelor of Education from the University of Victoria and has a Graduate Certificate in Executive Coaching from Royal Roads University. Marc is an ICF certified Professional Mentor Coach through Royal Roads University and is a graduate of the National Coaching Institute for High Performance Sport.

Key Skills

  • Connector of conversations
  • Entrepreneurial curiosity 
  • Relentless in support and results that matter 
  • Creative and innovative
  • Encourage participants to Sustain fascination with work

I’m delighted at the opportunity to support P.A.G members. I know how valuable a peer advisory group can be for support, perspectives and insight to actively make progress towards goals, leap over obstacles and feel more inspired. Most importantly, to have a group of people who are fully committed to your success, happiness and fulfillment is magic! I look forward to meeting you and supporting your group.

Victoria Brown is fiercely committed to guiding family businesses to grow their Famili-ness Factor and move past constraints so the can prosper, maintain family harmony and thrive over generations. Over the past 7 years, Victoria has helped leaders and family businesses transition with concerns about how to grow the business, maintain family harmony, preserve their wealth and enjoy life while making crucial decisions. What sets her apart is her experience, training and perspective. She grew up with an entrepreneurial father, has had decades in marketing and business development and presently is the matriarch of a family business and founder of her own business. She is passionate about helping others understand and align with their natural gifts, developing leaders and assisting founders discover their legacy and significance in one of their most important phases of their life. A Family Enterprise Advisor and coach with multiple certifications and a dedication to lifelong learning, she designs strategies, mastermind sessions, facilitated retreats, workshops, and leadership programs around the requirements of each individual and group.

Key Skills

  • Communication catalyst
  • Co-active and systems coach
  • Facilitator
  • Workshop leader

Working with family businesses has been extremely rewarding. It has allowed me to engage with like-minded individuals who value entrepreneurship, collaboration and family. I look forward to the possibility of working with the P.A.Gs of Southwestern Ontario.”

Kathy Burns is a management consultant who specializes in the areas of strategy, leadership and entrepreneurship. In 2005, she founded Burns Strategic Consulting Inc. and has served clients from the technology, education, property management, retail, professional services and not-for-profit sectors. Kathy is also a contract faculty member at Brescia University College where she teaches leadership and entrepreneurship to undergraduate students. She has volunteered on national, regional, municipal and community boards and has volunteered as a mentor to Ivey Business School students. Kathy has a Bachelor of Arts degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. Upon completion of her MBA in 1993, Kathy founded Garlic’s Restaurant which she operated until 2000. Although no longer a restaurateur, Kathy is an avid cook and foodie.  

Key Skills

  • Group Facilitation
  • Executive Coaching
  • Leadership Training
  • Strategic Planning
  • Entrepreneurship 
coachDeena Chochinov

Deena Chochinov

COACH
M.ED, RCC, FEA
coachLaurel Hubber

Laurel Hubber

COACH
M.ED, MBA, FEA
coachLorraine Lawrence

Lorraine Lawrence

RENEW COACHING & CONSULTING
ACC, Certified Executive Coach

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change. Trained by world-renowned leaders in the fields of psychology and organizational development—including Virginia Satir and William Bridges—she draws from a broad repertoire of skills to produce sustainable outcomes for each client. In particular, Deena blends her training and experience in family counselling and management consulting to serve the unique needs of family enterprises. Her rare skill set enables her to strengthen family businesses on a strategic level, while ensuring that healthy interpersonal dynamics support a firm’s continuity and prosperity. As a family facilitator, Deena works with multi-generational families who seek the tools and techniques to make smart decisions manage conflict effectively and develop strong, lasting relationships. She also serves legacy families of wealth who manage the many complexities of inherited responsibility and privilege. Deena is a graduate of the FEA Program at the UBC Sauder School of Business and has earned the official designation of Family Enterprise Advisor™.

  • Facilitation
  • Communication
  • Conflict management
  • Family systems

Excited to be a part of this new initiative and I look forward to supporting P.A.G members in their continued development.

Laurel specializes in succession planning, next gen leadership development and dealing with family dynamics. Prior to consulting, Laurel spent many years in an executive position in her own family business, a 60 year-old construction company based in Hamilton, Ontario. Laurel has studied, worked, volunteered and travelled across the globe. Her formal education includes a Masters of Education, an International MBA, and a FAMILY ENTERPRISE ADVISOR™ certification from the Institute of Family Enterprise Advisors. Laurel is a writer and regular presenter on various topics related to family businesses.

  • Meeting facilitation
  • Management consulting
  • Leadership coaching/development
  • Family dynamics

Lorraine Lawrence is CEO and principal coach at Renew Coaching and Consulting, Inc. Lorraine has twenty years of experience facilitating leadership development workshops and providing one to one leadership coaching. She is an Organizational Development specialist and an ICF ACC Certified Executive Coach from Royal Roads University. Lorraine leads talent management strategies in executive coaching, leadership development facilitation, performance management and workforce planning, succession strategy, top-talent identification, hi-potential development and global employee engagement. In 2016 Renew Coaching and Consulting won an ICF Prism Award for Coaching and Leadership Development.

  • Executive Coaching
  • Leadership Development
  • Organizational Development
  • Performance Management
  • Career Development

coachVal Monk

Val Monk

VAL MONK & ASSOCIATES
PhD, NLP, Master Practitioner, Certified Facilitator & Coach
coachTrudy Pelletier

Trudy Pelletier

TRUDY PELLETIER CONSULTING
Certified Executive Coach, Mediator, FEA
coachMichael Sadovnick

Michael Sadovnick

SADOVNICK MORGAN LLP
CPA, CA, CPA (AZ), TEP, FEA

“I am excited to be part of the P.A.G Coach community that FEX has launched. Since 1996, I have had the opportunity and privilege to be in a Personal Advisory Group. My P.A.G experience has been invaluable to me on so many levels. I am humbled to be welcomed into your P.A.G to share and learn together, enhancing the value of this program. I look forward to supporting your P.A.G experience.

Val has worked in the field of human dynamics and family business systems for over 35 years. As someone who grew up in a family business, she has firsthand appreciation of the incredible energy and commitment that goes into a family business, succession planning and leadership development. Val has offered her professional expertise as a family business advisor, leadership coach, mediator and communication facilitator to businesses, organizations, families and individuals throughout Canada, United States and Mexico. She is an advisor and facilitator with the Alberta Business Family Institute and has designed and delivered programs for Business Families Foundation. With her combined expertise in family business systems, organizational learning, leadership, and psychology, Val possess a unique ability to integrate a diverse range of knowledge, skills and experiences. Clients have referred to her as “the best insurance policy we could have invested in” and “our vision keeper who supports our mission”. As a true entrepreneur, in 2016 Val started an additional business with her husband Ted. Together, they own and operate “Monk’s Lake Place” located in Lake of the Woods. It is a beautiful lakeside destination for private retreats that focus on workshops for personal and professional development, family business education, couple and family relationships, and therapeutic counselling.

  • Extensive experience and skills in business family facilitation, succession planning, communication, mediation, leadership development, strategic planning, managing change & transition, coaching, counselling
  • P.A.G Member for 21 years

I am pleased to be a member of the FEX Personal Advisory Group Coach Community, supporting members to have an extraordinary experience.

As a Communication Specialist, Trudy enables business families to grow and succeed by connecting family members to what really matters to them. Expanding communication effectiveness and listening levels, while developing governance and process unites families as they create new futures. Trudy facilitates difficult conversations for legacy, succession, and continuity planning such that business families resolve emotionally charged issues and are empowered to navigate the complexities to make decisions through and for transition.

  • Specialize in difficult conversations
  • Facilitation
  • Communication Specialist
  • Coach
  • Trainer

Michael is a second generation member of his family’s accounting firm working alongside his Dad. He is specially attuned to family dynamics as he is not only a member of a family business himself but has also been a member of a Peer Advisory Group since 2015. Michael has moderated his PAG since 2017. Michael holds various designations including his Family Enterprise Advisor (FEA), Chartered Accountant as well as the Trust and Estate Practitioner (TEP) amongst others.

  • Member of his P.A.G since 2015
  • Moderator of the P.A.G since 2017
  • Completed the multiple moderator training programs offered by FEX as well as his FEA.
  • Personal experience of being in a family business given that he is a member of one himself
  • Board Member of Edmonton Talmud Torah 
coachHolly Simmons

Holly Simmons

GOLDEN LASSO COACHING
Independent Certified Coach, FEA
coachJulie Westeinde

Julie Westeinde

BREAKTHROUGH LEARNING CONNECTIONS
BSCEng, INT’L MBA, NVC Intensive

I’m delighted to have the opportunity to work with Central Ontario P.A.Gs. I look forward to supporting and providing guidance to members through their P.A.G experience.

Holly Simmons is a Family Enterprise Advisor (FEA™) who provides coaching, facilitation and educational services to successful family businesses looking to discover their true north, articulate shared values, improve communication and create a legacy together. Holly Simmons hold an Honors Business Marketing Management Diploma from Fanshawe College and is an independent Certified Coach, Teacher and Speaker with John Maxwell Team. Before starting her own business in 2008, Holly spent 8 years working in the technology sector. Holly’s business has evolved over the years to meet the changing needs of her customers. She works with a wide range of family businesses to help them articulate their brand values, build trusted relationships and develop leadership skills. Industry knowledge includes manufacturing, technology, service companies, luxury goods, hospitality, franchisees, and e-commerce.

  • Facilitated a Family Business Leaders Peer Group for a year and a half with monthly meetings, guest speakers, and hot topic discussions. Provided framework, teaching topics and mid-month educational resources for the group.
  • Work with a number of successful multi-generational family business to help family members understand their roles, expand their communication tool kit and raise their level of leadership.
  • Provide coaching, training, facilitation and thinking partner services. 

What a privilege it is to be involved in the development of a new P.A.G group; experiencing the powerful learning, support and breakthroughs that come to life for P.A.G members!

Julie Westeinde is the founder of Breakthrough Learning Connections. She has contributed to transformational change processes around the world; working the interdependence between strategy, culture, multi-stakeholder engagement, leadership, learning, and conscious communication development with edgewalking individuals, teams, organizations and communities for 30 years. She holds a Bachelor in Biochemical Engineering from UWO, and an International Masters in Business Administration from Institut Superieur de Gestion (a multi-campus MBA working, living, and learning in Paris, New York, Tokyo, Ecuador, and China). Her ways are also informed by compassionate communication, the wisdom teachings of indigenous culture, NIA dance, and OnePlanetLiving. She pioneers the application of a living systems lens and creative conversations to strategy, leadership, executive and life coaching, and culture development to awaken a simpler, holistic and more sustainable way of being, and doing and communicating good work in the world. Her pioneering work re: social innovation and conflict evolution for social and environmental sustainability in contexts including urban development, the global textile industry, and First Nations engagement was recently shared at the International Organizational Development Conference in Atlanta, Georgia.

  • Conflict Evolution
  • Empathy Skill Dev’t (NVC)
  • Business Strategy Development
  • Family  Healing
  • Team Development 

Request a Coach

If you would like a coach for your P.A.G, please email the FEX P.A.G Manager to arrange a time to discuss the needs of your group and determine next steps. Please note that you cannot request specific coaches.

Contact Us

Phone

1.866.849.0099
Email us to request a P.A.G Coach
Questions about P.A.G Coaches?




Top
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.