Announcing the Family Enterprise Advisor Designates of 2020

Published: Oct 16, 2020

OAKVILLE, ON – October 16, 2020 – Family Enterprise Xchange (FEX) is proud to announce the successful certification of 73 Family Enterprise Advisors (FEAs) in 2020. 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.

“While the COVID-19 pandemic initially presented challenges to our program delivery, it became the driving force behind our pivot to delivering a completely virtual FEA program,” says Russel Baskin, National Director, Education & Programming at Family Enterprise Xchange. “The resilience and commitment our FEA candidates demonstrated while we transitioned online was impressive. We appreciate their flexibility, support and positive feedback.”

The FEA designation helps advisors, including accountants, lawyers, bankers, coaches, insurance, wealth and other professionals, 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,” says Russel, “And, today, we congratulate these dedicated professionals who join the ranks of over 400 FEAs in Canada who have achieved the benchmark in family enterprise advising.”

Presenting the 2020 FEA designates

Adam Carter, BMO Private Wealth

Alex Senkiw, Richardson GMP

Anne Brady, Generational Integrated Solutions Inc.

Ashley Searle, Canaccord Genuity Wealth Management

B. Spencer Rolls, Legacy Family Office at Assante Wealth Management

Barth Bradley, Kingston Ross Pasnak LLP

Bassel Hussayni, BMO Private Banking

Brayden Bullen, Bullen Family

Brendan Rogers, RBC Wealth Management

Carmen Lali, Convergent Planning Group

Carolyn J. Cole, Cole & Associates – Family Office Strategy and Design

Cheryl Nachtigal, FBO Family Enterprise Advising Inc.

Christa Scowby, Wesgroup Properties

Christina Clement, Independent Consultant

Christopher Singh Gandhu, TD Wealth

Danielle Saputo, Danielle Saputo Legacy Coach and Family Advisor

Dave Diebolt, Manning Elliott

David Blom, Desiderata Family Enterprise Advisory Corporation

Diego Castellanos, National Bank of Canada

Donna Diskos, Grant Thornton LLP

Dugan Batten, TD Wealth

Elke Rubach, Rubach Wealth – R&A Financial Group

Ethan Astaneh, Nicola Wealth

Fanny Grenier, BMO Wealth Management

Frank Zhou, Safety Financial Solutions Corp

Georgina Knitel, CIBC

Glen Way, Scotia Wealth Management

Gregory W. Lawrence, Northland Wealth Management

Harjit Takhar, Manning Elliot

Jarolslav Kozak, BMO Private Banking

Jas Butalia, WBM Partners LLP

Jeff Halpern, TD Private Wealth Management

Jo-Anne Ryan, TD Private Wealth Management

Jocelyn Still, BMO Private Wealth

Jonathan Hass, CIBC UHNW Private Banking

Kari Speaker Smith, Fletcher Mudryk LLP

Lana Robinson, CIBC Private Wealth Mangement

Laura Couvrette, Generation Capital

Leslie Brophy, Manulife Private Wealth

Lindsay MacPhie, The Wooding Group, CIBC Private Wealth

Louise Fry, TD Wealth Private Investment Advice

Marc Neilson, Kenway Mack Slusarchuk Stewart (KMSS)

Mario Paron, KPMG (retired)

Mark Lepine, CIBC Private Wealth Management

Mathieu Lefebvre, BMO Private Wealth

Matt Fullbrook, David & Sharon Johnston Centre for Corporate Governance Innovation

Megan Parrish, Lake Family Office

Michael Andrews, Assante Wealth Management

Michael Ayres, CIBC Private Wealth Management

Michael Baker, Leith Wheeler Investment Counsel Ltd.

Michael A. Goldberg, Minden Gross LLP

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

Monica Clare, Monica Clare Management Consultant

Nadine Weller, Weller & Zimaro Chartered Professional Accountants

Neil Berg, RBC Dominion Securities Inc.

Pat Marshall, CIBC

Peter MacIntosh, Grant Thornton LLP

Richard Voss, CIBC Private Wealth Management

Robert Bancroft, Charitable Impact

Rossellen Wiltse, RBC Dominion Securities Inc.

Russell MacKay, RBC Dominion Securities Inc.

Ryan P. Mackiewich, Clark Robinson CPAs

Ryan Pineau, Grant Thornton LLP

Scott Plaskett, IRONSHEILD Financial Planning

Sloan Levett, Fuller Landau Family Office Services Inc.

Stephanie Caron, KPMG

Thomas Mathies, BDO Canada LLP

Tyler Case, Edwards School of Business – University of Saskatchewan, Case Farms Ltd.

Vilayphone (Violet) Smith, ZLC Financial Ltd.

Vincent Didkovsky, Newport Private Wealth

Vincent Valeri, Telos Group

William Paddon, TTSG The Veritas Edge Family Office

Xin Xin (Amy) Zhang, Lexon Canada Enterprise Ltd.  


About 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.

For more information about the Family Enterprise Advisor designation, please visit our website at FEXCanada.ca.

MEDIA CONTACT

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

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