Everyone here now speaks a new language. It’s called

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

tmohr@familyenterprise.ca 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.”