everyone here now speaks a new language. it’s called
TRANSCRIPT
fluent in family enterprise.
Congratulations to the Family Enterprise Advisor Designates of 2021Adrian AltamiranoPPI
Alan LioSun Life
Allison ComeauGrayhawk Investment Strategies Inc.
Ambreen BhalooAmbreen Bhaloo Coaching
Amin KanjiTD Wealth Private Banking
Andrea RobertsonTD Wealth
Andrée CouturePPI Advisory
Andrew ClaytonTD Wealth Private Investment Advice
Anna GordonClark & Horner LLP
Annie BoivinSamara
Barry PascalBell Pascal
Brian CabralCIBC Private Wealth Management
Brittany AdamsonLegacy Family Office at Assante Wealth Management
Bryan HuckBDO Canada LLP
Catherine OuelletteRBC Royal Bank
Chris MartinRichardsonGMP
Christopher ShortBMO Wealth Management
Dan BrintnellOverbay Capital Partners
Daniel DuchesneRBC Wealth Management
Danielle Marie WildfongR. Global Ag Risk & DanielleWildfong Consulting
Dennis Leung Grant Thornton LLP
Derek HendersonRBC Dominion Securities Inc.
Elena PrinsFolly Partners
Elise PulverTD Wealth Management
Geoff FunkeScotia Mcleod
Geoffrey PennalCIBC Wood Gundy
Graeme GordonTD Wealth
Hadielia YassiriGreen Marker Wealth Continuity Advisory
Hemal BalsaraManulife
Hilary LeitchLerners LLP
Jacob SheehanLife Design Systems
Janie Provencher BlaisRBC Wealth Management
Jessica ArakgiNicola Wealth
Jim SheridanRBC Dominion Securities Inc.
John O’ConnellDavis Rea Ltd.
Josh CrittendenJarislowsky Fraser Limited
Karine Gaouette PrécourtBMO Private Wealth
Karla RahnFarm Credit Canada
Kelsey FrohScotia Wealth Management
Keri O’DriscollScotia Wealth Management
Kim Siegers-RobinsonPark Place Advisory
Kristine BeaupreThe Pioneer Group Inc.
Ksenia KovarskyLegacy Family Office at Assante Financial Management
Leah StoneDickson Chartered Professional Accountants
Lorne ShillingerKPMG LLP
Lucio RiccioCIBC
Lydia PotocnikBMO Private Wealth Canada
Matthew SnoeiRBC Dominion Securities Inc.
Michael DesLauriersGrant Thornton LLP
Michael McGrannTelos Group
Michelle ConnollyWellington-Altus Private Wealth
Neil KumarRichardson GMP Limited
Perry ShakRBC Dominion Securities Inc.
Peter MastorakosEkaton Wealth Management Inc.
Pierce WangCIBC
Richa AroraKPMG Family Office
Robert IzattTD Wealth
Robert SkeatRBC Dominion Securities
Sarah CuzzettoCriterion Capital Group of RBC Dominion Securities
Satvir GillScotia Wealth Management
Scot BoltonGood Redden Klosler Wealth Management
Shannon WaltersKPMG
Stephen HardingHomeEquity Bank
Susan WoodCIBC
Tammy BussBuss Financial Group Inc.
Tannis DawsonTD Wealth
Tiffany HardingGluskin Sheff
Tim LeonardBMO Bank of Montreal
Timothy SimpsonBMO Estate Insurance Advisory Services
Tony MarkinNational Bank | Private Banking 1859
Tracey McLennanCIBC Private Wealth
Education Partners
To learn more contact Tim Mohr
[email protected] FamilyEnterprise.ca
Only the FEA designation prepares advisors to be fluent in the complexities and nuances of serving business families.
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Everyone here now speaks a new language. It’s called “family enterprise.”