Everyone here now speaks
a second language.
It’s called “family enterprise”.
Only a 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.
FEA DESIGNATES OF 2016
Angela Caston
ATB Financial
- Alberta Private Client
Archie D. Campbell
Arrow Transportations
Systems Inc.
Barb Schimnowsky
Westview Executive
Search Ltd.
Barbara Elder
PPI
Brian A. Henley
Alec G. Henley
& Associates Ltd.
Chris Delaney
Family Enterprise Advisor
Christel Frey
ATB Financial
- Alberta Private Client
Douglas Byblow
Loram 99 Corporation
Erin Easingwood
Lindsay Kenney LLP
Gena Rotstein
Dexterity Consulting
Geoff Coffey
RBC Wealth Management
Glenn Stephens
PPI Advisory
James Kraft
BMO Wealth Management
Jean Marc Delaney
Grant Thornton LLP
Jeff Davies
Davies Legacy
Planning Group Inc.
Jennifer Kilback
Instep Group
Cindy Radu
BDO Canada LLP
Jeremy Fearnley
Grant Thornton LLP
Daniel Spencer
ATB Investment
Management
Jim Rea
MNP
Darrin Hotte
New Solution Mediation
Dave Barnard
RBC Dominion
Securities Inc.
Doug Roche
RTR Advisory Group
Laura Lamb
Kenway Mack
Slusarchuk Stewart LLP
Laurence Donovan
RBC Wealth Management
Leanne Brothers
HollisWealth
Leslie McNabb
Dalhousie University
Linda Loftus
Squarefoot.ca
Lou Celli
Grant Thornton LLP
Mark Ting
HollisWealth
Mary O’Callaghan
Devonshire Advisory Inc
Michael Louie
D+H Group LLP
Mike Lafitte
BMO Private Banking
John Neretlis
Next Gen Anesti
Nathalie Boutet
Boutet Family Law
Katherine Acheson
RBC Wealth
Management
Paul E. Moynihan
Cardinal Financial
Advisors Inc.
Kieran Young
Richardson GMP
Private Family Office
Peter Cotterill
Institute of Family
Enterprise Advisors
Peter Everett
PPI Advisory
Rhonda Hymers
RBC Dominion
Securities Inc.
Robert Meade
RBC Dominion
Securities Inc.
Robert Mendenhall
Richardson GMP Limited
Ross Young
Secure Capital
Management Ltd.
Sebastien Souligny
BMO Private Banking
Shawna Perron
Perron & Partners
Wealth Management
Stephanie Maye
Sutton Group
Incentive Realty Inc.
Stephen Nikiforuk
MyOwnCFO Professional
Corporation
Tarah Truant
MNP
Tracey Zehl
Grant Thornton LLP
Wade Taylor
Grant Thornton LLP
Wanda Nadeau
RBC Wealth Management
2017 FEA PROGRAMS
Toronto: January 26, 2017 I Vancouver: January 30, 2017 I Calgary: May 29, 2017
To learn more contact Peter Cotterill at [email protected] • 604.822.2790 • ifea.ca/feap
FEA will be part of the new Family Enterprise XChange launching this Fall 2016. A new national organization that will
support and educate enterprising families and their advisors through transitional issues, diversification and all aspects of
their personal and business journey to success. For more information please visit Family-Enterprise-XChange.com.
Be fluent in family enterprise.