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.