Announcing the 2020 Family Enterprise Advisor (FEA) Designates – Toronto Cohort

Published: Apr 15, 2020

OAKVILLE, ON – April 15, 2020 –  Family Enterprise Xchange (FEX) is proud to announce the successful certification of 32 Family Enterprise Advisors (FEAs) from our Toronto 2019 cohort. Successful designates from our Calgary and Vancouver cohorts will be announced later this year. FEX sets the standard of education for advisors with the Family Enterprise Advisor Program. The FEA Program, offered in partnership with three Canadian universities, is a prerequisite to earning the FEA designation which represents the pinnacle of professional expertise in the field of family enterprise advising.

The FEA designation helps advisors, including accountants, lawyers, bankers, insurance and wealth advisors and coaches augment their formidable technical skills and showcase their commitment to family enterprises and their ability to bring timely and thoughtful solutions to the family table. Our designates report that the FEA Program has led to deeper relationships with their family enterprise clients and a broadened perspective of the issues business families face, including generational transition.

“This intense, year-long program, followed by a rigorous exam process, takes commitment and passion to complete,” says Russel Baskin, National Director, Education & Programming at Family Enterprise Xchange. “Today, these dedicated professionals join the ranks of over 400 FEAs in Canada who have achieved the benchmark in family enterprise advising.”

Presenting the newest FEA designates

Michael Andrews, Assante Wealth Management

Michael Ayres, CIBC Private Wealth Management

Michael Baker, Leith Wheeler Investment Counsel Ltd.

Leslie Brophy, Manulife Private Wealth

Adam Carter, BMO Wealth Management

Christina Clement, Independent

Carolyn Cole, KMPG LLP

Laura Couvrette, Generation Capital

Vincent Didkovsky, Newport Private Wealth

Matthew Fullbrook, Rotman School of Management

Michael Goldberg, Minden Gross

Fanny Grenier, BMO Wealth Management

Jeff Halpern, TD Private Wealth Management

Jonathan Hass, CIBC Private Wealth Management

Bassel Hussayni, BMO Private Banking

Mike Jaczko, K.J. Harrison and Partners Inc.

Gregory Lawrence, Northland Wealth Management

Mathieu Lefebvre, BMO Private Wealth

Sloan Levett, Fuller Landau Family Office Services Inc.

Tom Mathies, BDO Canada LLP

Bill Paddon, TTSG The Veritas Edge Family Office

Mario Paron, KPMG LLP

Ryan Pineau, Grant Thornton LLP

Scott Plaskett, IRONSHIELD Financial Planning

Lana Robinson, CIBC Private Wealth Management

Brendan Rogers, RBC Wealth Management

Jo-Anne Ryan, TD Private Wealth Management

Danielle Saputo, R. Danuto Holdings

Jocelyn Still, BMO Private Banking

Vincent Valeri, Vincent Valeri & Legacy Capitals

Richard Voss, CIBC Private Wealth Management

Glen Way, Scotia McLeod


About the Family Enterprise Xchange

Family Enterprise Xchange (FEX) is a national community of business families and designated Family Enterprise Advisors (FEAs) that provides each member with access to the opportunities, advice and resources to learn, grow, share and connect — helping to achieve stronger outcomes for both enterprising families and their enterprises, enabling them to thrive and succeed for generations. Through participation in peer groups, workshops, conferences and other learning opportunities, FEX provides a platform for the community to share ideas, learn best practices and build their collective knowledge and skills.

Not only is FEX the family enterprise community in Canada, it is the voice of this community on the national stage.

For more information about FEX, please visit our website at FEXCanada.ca.

MEDIA CONTACT

Sheila Scott
Director, Marketing & Communications
Family Enterprise Xchange T: 905.337.8375 ext. 223
E: sscott@FEXCanada.ca
www.fexcanada.ca

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