everyone here now speaks a second language. it’s called “family … · 2020-06-03 · only a...

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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. Everyone here now speaks a second language. It’s called “family enterprise”. Andrea Volk Scotia Wealth Management Bill Fowlis Miller Thomson LLP Boyd Hamblin BMO Private Banking Caroline Dabu BMO Wealth Management Christie Henderson Henderson Partners LLP Darrell Wade Park Place Financial David Emond Cidel Trust Company Don Smith DSI Estate Planning Inc. Enette Pauzé Level 8 Leadership Institute Eric Hohauser Harvey Hohauser & Associates Garreth Fallis Richardson GMP Gerry Meyer LEC HR Advisory Harry Vouitsis Scotia Wealth Management Holly Simmons Golden Lasso Jeff Kelly Kelly Nutritious Pet Foods Inc. John Fuller Felesky Flynn LLP Kate Pal Pal Insurance Kris Matthews Matthews Group LLP Kurt Mull CIBC Wood Gundy Leigh Vyn BMO Wealth Management Margaret-Jean Mannix Loram 99 Corporation Marguerite Ginn Loram 99 Corporation Mark Starratt Richardson GMP Michael Kirkpatrick RBC Dominion Securities Michael Oseen Grant Thornton LLP Paul Wheaton Mawer Investment Management Robert Cole CIBC World Markets Inc. Sabrina Fitzgerald PricewaterhouseCoopers LLP Shabir Ladha KBH Chartered Accountants Shayne Stephens Landmark Advantage Stefan Erasmus Werklund Capital Corporation Susan Brown Propel Insurance & Advisory Inc. Susan Latremoille Richardson GMP Sylvia Azoulay Richardson GMP Todd Hohauser Harvey Hohauser & Associates Todd Worsley Argos Capital Corporation Vera Kurkdjian RBC Wealth Management Toronto: January 25, 2018 I Vancouver: January 29, 2018 I Calgary: May, 2018 To learn more, contact Peter Cotterill: [email protected] | 778.991.3365 | family-enterprise-xchange.com/fea 2018 FEA PROGRAMS FEA DESIGNATES OF 2017 Be fluent in family enterprise.

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Page 1: Everyone here now speaks a second language. It’s called “family … · 2020-06-03 · Only a FEA designation prepares advisors to be fluent in the complexities and nuances of

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.

Everyone here now speaks a second language.

It’s called “family enterprise”.

Andrea Volk Scotia Wealth Management Bill Fowlis Miller Thomson LLP Boyd Hamblin BMO Private Banking Caroline Dabu BMO Wealth Management Christie Henderson Henderson Partners LLP Darrell Wade Park Place Financial David Emond Cidel Trust Company Don Smith DSI Estate Planning Inc. Enette Pauzé Level 8 Leadership Institute Eric Hohauser Harvey Hohauser & Associates

Garreth Fallis Richardson GMP Gerry Meyer LEC HR Advisory Harry Vouitsis Scotia Wealth Management Holly Simmons Golden Lasso Jeff Kelly Kelly Nutritious Pet Foods Inc. John Fuller Felesky Flynn LLP Kate Pal Pal Insurance Kris Matthews Matthews Group LLP Kurt Mull CIBC Wood Gundy Leigh Vyn BMO Wealth Management

Margaret-Jean Mannix Loram 99 Corporation Marguerite Ginn Loram 99 Corporation Mark Starratt Richardson GMP Michael Kirkpatrick RBC Dominion Securities Michael Oseen Grant Thornton LLP Paul Wheaton Mawer Investment Management Robert Cole CIBC World Markets Inc. Sabrina Fitzgerald PricewaterhouseCoopers LLP Shabir Ladha KBH Chartered Accountants Shayne Stephens Landmark Advantage

Stefan Erasmus Werklund Capital Corporation Susan Brown Propel Insurance & Advisory Inc. Susan Latremoille Richardson GMP Sylvia Azoulay Richardson GMP Todd Hohauser Harvey Hohauser & Associates Todd Worsley Argos Capital Corporation Vera Kurkdjian RBC Wealth Management

Toronto: January 25, 2018 I Vancouver: January 29, 2018 I Calgary: May, 2018

To learn more, contact Peter Cotterill: [email protected] | 778.991.3365 | family-enterprise-xchange.com/fea

2018 FEA PROGRAMS

FEA DESIGNATES OF 2017

Be fluent in family enterprise.