Cheryl specializes in providing assurance services to owner managed and family owned business in such areas as audit and accounting, operational...
Supporting, Energizing and Educating Family Business
Supporting, Energizing and Educating Family Business
Advisor Directory
Get Connected with Local Expertise
One challenge facing family businesses is connecting with local professional business advisors, from all fields, who have the background to understand the unique dynamic of family business, as well as the experience to guide their business to long-term success.
The Centre for Family Business has created this Advisor Directory as a guide for families to locate the professional resources and assistance they require.
Each Advisor Listing includes an overview of the representative’s expertise and letters of endorsement from family business clients so that you can see for yourself the level of service, experience and background available to your family and your business.
Accounting
We understand private companies We have developed a deep understanding of the unique issues faced by private companies of all sizes and across...
Accounting
At McClurkin Ahier & Company LLP we understand the difficult balance between the family tree and the money tree. Your family-owned business...
Accounting
We understand private companies We have developed a deep understanding of the unique issues faced by private companies of all sizes and across...
Accounting
Greg specializes in advising clients how to minimize and defer payments of their income taxes and provides proactive tax planning advice on trusts...
Accounting
Tim manages a diverse range of assurance clients in the manufacturing, investment, wholesale and non-profit sector. He also specializes in...
Benefits Consulting
Previously, he was Executive Vice-President of the Wealth Management and Employee Benefits Division of Hub International for ten years. Hub...
Business Transition Planning & Professional Development
The SuccessCare Program is a very family-focused and holistic process for preparing for the inevitable change in leadership and ownership of the...
Financial Planning
Partnering with BMO Nesbitt Burns allows us to offer our clients access to many of the best investment resources available to Canadian investors...
Financial Planning
Bill's past experience in the fields of accounting, auditing and taxation contributes greatly to his skill in formulating creative solutions to...
Financial Planning
Trusted since 1989, we believe business owners deserve immediate access to the wealth of capital currently tied up in their businesses. We show...
Financial Planning
Spirited Leaders partners with business owners and leaders who place value on both planning the work and working the plan. We simplify...
Financial Planning
John's expertise in the areas of tax and estate planning enable him to develop comprehensive financial plans with the use of tax-efficient...
Financial Planning
Integrity.Objectivity.Proven expertise. For 15 years, these traits have made PWL Capital the preferred wealth management boutique of Canada's most...
Financial Planning
McEachnie Group Private Wealth Management with Investors Group Financial Services Inc. will work with you to provide customized Financial and...
Human Resources
Mosaic is also a highly successful provider of Workplace Programs. Providing Employee Assistance Programs and workplace services to more than 15,...
Insurance
Connection & Protection are the cornerstone concepts at Josslin Insurance. As a Brokerage Partner, Scott has 25 years experience working with...
Insurance
Since its incorporation in 1935, Stevenson & Hunt has grown to become one of Canadas largest and most respected insurance brokerage &...
Legal
Ron has been practicing in the areas of real estate and corporate/commercial law since 1991. He has experience in most types of commercial...
Legal
Don has over 20 years experience in business, real estate and wills and estates law, including many purchases, sales, financings, reorganizations...
Legal
Rosa Lupo is a partner in the Gowlings Waterloo Region office and a member of the Technology Law Group. Rosa practices in all areas of real estate...