Peer Groups


Personal Advisory Group

Probably the most common challenge family business members face is isolation – it is often difficult to discuss problems with other family members, and those outside family business often don’t understand the unique dynamics of family enterprise.

FEX’s Personal Advisory Group (PAG) meet the challenge head on by providing an unparalleled opportunity to discuss succession, business management, strategy, and family issues with other members of family businesses. A Personal Advisory Group (PAG) is a group of 8 - 12 individuals, each from a family member company, who agree to meet regularly to share personal and business ideas and help each other overcome problems. It provides the group members with expert, objective, and intimate advice in an atmosphere of mutual trust and support. PAG's are open to all family members who are active in the business. Each family member will be in a different group, and there are no competing businesses in a group. As well, other family members have formed groups in some of our Chapters, such as spousal groups. It is a highly successful program designed to help our members gain new perspectives and better understanding of the challenges of family business, to share experiences, and to seek information.

A PAG provides group members with expert, objective, and intimate advice in an atmosphere of mutual trust and support.

The keys to the group's success are confidentiality and commitment to attendance. Meetings are arranged every four to six weeks and last about three hours. Once or twice in the year a two or three day "retreat" is arranged at a remote location. The PAG is self-directed by an elected moderator. Meetings are arranged by the moderator or a day Chair at various members' premises or at a club, hotel, etc. The only costs incurred are those in connection with meetings and members of the PAG share these. For more information about joining a PAG in your area, contact your local Chapter

Your FEX membership is inclusive of one PAG participant. Each additional PAG member is $795 + tax.

FEX PAG Support Centre

PAG resources include a PAG Manual, PAG Training Workshops, PAG webinars and educational downloads. The latest Personal Advisory Group (PAG®) Manual includes updated content from the original, ideas for educational presentations, a comprehensive self-discovery guide, retreat planning guide, and a variety of PAG meeting and self-assessment forms. Printed copies of the manual are available through your local FEX chapter, or you can view an online version by logging in as a member and visiting the 'PAG Resources' webpage in FEX’s E-Learning Center. A video-recording of a PAG workshop is also available for viewing in the E-Learning Centre.


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