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Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving Canada’s business
families. Congratulations to this year’s FEA designates who have taken their advising expertise to a whole new level.
Everyone here now speaks a second language.
It’s called “family enterprise”.
Toronto: January 2020 I Calgary: June 2020 I Vancouver: September 2020To learn more, contact Tim Mohr:
[email protected] | 1-866-849-0099 ext. 225 | family-enterprise-xchange.com
2020 FEA PROGRAMS
FEA DESIGNATES OF 2019
HOME OF THE
FEA DESIGNATION
Be fluent in family enterprise.
Adam ShapiroChronicle Wealth
Allison MaherFamily Wealth Coach Planning Services
André GuillemetteBlueShore Financial
Angela De GrootSynergize Family Business Consulting
Barry MillsVanrooy, Mills & Associates
Bill McLeanPwC Canada
Casey BondFeigelsohn Kellar
Crista BrooksBMO Private Banking
Deana MortonScotia Wealth Management
Debra Avis WilsonAvis Wilson Consulting
Dominik BriaultFeigelsohn Kellar
Dorothy QuayleBMO Private Banking
Elisabeth FinchPwC Canada
Frank WadeRBC Dominion Securities
Fred GuzziCIBC Wood Gundy
Gee Myen LimBMO Private Banking
Gerry LacroixGrant Thornton LLP
Gloria Di GiovanniRBC Wealth Management
Greg MooreRichter Family Office
Hiecy HomolRBC Dominion Securities
Jason CollinsBeedie Group
Jason GreenleesRBC Dominion Securities
Jeff DyckWealthCo.
Jeff HouseGrayhawk Investment Strategies
John LawsonAssante Capital Management
John PremachukOegema, Nicholson & Associates
Katarzyna Piquette National Bank | Private Banking 1859
Ken MacLeodLegacy Consulting
Kimiko ComeauBMO Wealth Management
Lauren PoitrasScotia Wealth Management
Lyle YuzdepskiMancal Corporation
M. Elena HoffsteinFasken
Mark ArrudaSun Life Financial
Martin JulieboBMO Private Banking
Matthew LangsfordRichardson GMP
Matthew RainsberryBMO Private Banking
Mckenzie EspositoNational Bank Financial
Michael GiustiniKenway Mack Slusarchuk Stewart LLP
Nancy MarshallBMO Private Banking
Neil GregoryRichardson GMP
Nicholas BesterCapital West Partners
Nicole GartonHeritage Law
Pascal PeloquinScotia Wealth Management
Peter AndreanaContinuum II Inc.
Richard B. MasonBMO Private Investment Counsel Inc.
Robyn HooperPacific Family Office
Ryan PowerGrant Thornton LLP
Sergio GallegoFamily Capital Corporation
Sharon GrayTrek Financial and Valuation Advisors
Sheree MeredithHamilton Community Foundation
Sunil ChughProgress Capital Management
Suzanne St. John SmithYourFamilyDynamics.com
Suzanne T. RoySTR Advisory Associates
Tim PritchardRichardson GMP
Todd SchultzBMO Private Investment Counsel Inc.
Tracey McGrathRichardson GMP
Trevor GoetzGrant Thornton LLP
Victoria Brown10X Business Builder
