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.