Advisor Directory

Get Connected with Local Expertise

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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 family businesses to locate the professional resources and assistance they require.

Each Advisor Listing includes an overview of the representative’s expertise testimonials 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.

Like to add your name to our list?

We’d love to have you! Find out more on our Become an Advisor page.

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Advisor Directory

Expertise: Accounting

Sabrina Fitzgerald, Partner, Private Company Service Group - Pricewaterhouse Coopers LLP

We understand private companies We have developed a deep understanding of the unique issues faced by private companies of all sizes and across industries. Through our day-to-day interactions with private companies, our industry relationships and extensive network, we are able to keep a pulse on the issues of importance to private companies. Our Business Insights […]

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Expertise: Accounting

Tim Sothern, CA, MBA, CHRP, Partner - BDO Canada

Tim manages a diverse range of assurance clients in the manufacturing, investment, wholesale and non-profit sector. He also specializes in providing Human Resource Consulting services to BDO clients, including recruiting and selection, compensation management, organizational development, training and development, performance management and employee relations.

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Expertise: Consulting

Daphne McGuffin, Program Director - The BDO SuccessCare Program

Since 1999, Daphne has been managing the learning centre for The BDO SuccessCare Program™, a unique and holistic process for helping family enterprises develop best practices and prepare for a change of leadership and ownership. A long-time educator, Daphne developed the renowned SuccessCare Discovery Questionnaire and Stop or Go Survey as a way to include […]

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Expertise: Estate Planning

Tom Kaufman, BA, MBA - Erb and Erb Insurance

Every family in business has its own approach to juggling the blending of commercial business needs and emotional family demands. When considering your estate objectives and developing an estate plan however, in addition to tax efficiency, intergenerational wealth transfer and philanthropy, a number of unique additional critical influences must be addressed.  These can include: next […]

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Expertise: Family Business Advice & Mentoring

Rick Baker - Neustyle Software & Systems/Spirited Leaders Corporation

You want to continuously improve your Family Business. Most Family Businesses want to improve in one of the following areas: Clarifying and ‘buying into’ Roles:  goals & accountability Communication:  enhancing dialogue, building on strengths, good decisions Transitions: into new products & businesses, into new geographies, into new generations Growth of Profits & Business Value:  planning […]

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Expertise: Financial

Allan Bush, First Vice President, Investment Advisor - CIBC Wood Gundy

As the leader of the Bush-Henderson Investment Team, Allan has almost three decades of experience and a wealth of knowledge. Since 1987 he has been developing successful financial plans and finding the right investment and insurance solutions. In the last 14 consecutive years he has achieved the level of Chairman’s Club which is awarded to […]

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Expertise: Financial
Expertise: Financial Planning

Bill Vollmer, Financial Advisor - Arca Financial Group Inc.

Bill’s past experience in the fields of accounting, auditing and taxation contributes greatly to his skill in formulating creative solutions to his clients retirement and estate planning needs. Bill works closely with his clients other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of […]

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Expertise: Financial Planning

Brian Ogilvie - Ogilvie Daugherty Business Profit Solutions

Our Value Realization ProcessTM provides an overall strategic planning process that employs best practices from corporate structuring, tax planning, financial advisory, retirement and estate planning. Effectively combining the best practices from each discipline collectively results in significant wealth enhancement. In the world of advisory, true and lasting value creation does not come from individual effort, […]

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Expertise: Financial Planning

John Lunz - Arca Financial Group Inc.

John’s expertise in the areas of tax and estate planning enable him to develop comprehensive financial plans with the use of tax-efficient investment and insurance portfolios specifically suited to his clients’ unique needs and goals. John works closely with his clients and other tax and legal advisors to develop a cohesive plan using creative products […]

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Expertise: Financial Planning

Russ McEachnie, CFP, CPCA, CDFA - McEachnie Group Private Wealth Management

McEachnie Group Private Wealth Management with Investors Group Financial Services Inc. will work with you to provide customized Financial and Tax Planning Solutions. Your family will receive a high level combination of Investment, Tax, Risk Management, Retirement, Estate and Succession Planning. We believe that Business Owners take on the greatest amount of risk managing their […]

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Expertise: Financial Planning

Sarah Mason, Investment Advisor - The Kemick Wealth Advisory Team - BMO Nesbitt Burns Inc.

The combination of our comprehensive wealth management strategies, disciplined process-driven approach, and highly qualified and experienced team has made a fundamental difference to our clients. First off, we are Wealth Advisors, not just Investment Advisors. Many advisors only deal with your financial needs and do not look at the larger picture. As Wealth Advisors we […]

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Expertise: Insurance

Scott Wagler - Josslin Insurance Brokers

Connection & Protection are the cornerstone concepts at Josslin Insurance. As a Brokerage Partner, Scott has 25 years experience working with his family to provide specialized protection for the people and businesses in the communities of New Hamburg, Kitchener, Elmira, Tavistock and Wellesley. Josslin Insurance strives to not only offer the best fit coverage for […]

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Expertise: Insurance

Steve Wagler - Josslin Insurance Brokers

As a Brokerage Partner and Director of Sales, Steve has over 25 years experience working with his family to provide insurance for your home, car, business, farm, life and disability, through offices in Cambridge, Elmira, Kitchener, New Hamburg, Tavistock and Wellesley.   Josslin Insurance is a Real Insurance broker, providing independent advice and recommending the […]

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Expertise: Legal

Amy Finch - McCarter Grespan

Since joining the firm in 2002, Amy has developed a practice with a strong focus on corporate finance, mergers, acquisition and divestiture. She also works closely with clients on many other business law matters including compliance and corporate governance. Practice Areas Having served as lead lawyer on a number of transactions in the M to […]

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Expertise: Legal

Avril Lavallee - McCarter Grespan

Avril has a wealth of experience in Condominium Law. Avril has been involved in many high profile developments, both residential and commercial throughout the Waterloo region. She has also developed an enviable reputation for guidance in all aspects of real estate development including purchase and sale, financing, leasing and more. Practice Areas Avril regularly provides […]

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Expertise: Media

Kris Ronan - Intrigue Media

World-Class Leaders in Community Marketing Our Vision at Intrigue Media is to be world-class leaders in community marketing. Our goal is to provide strategic and result oriented solutions for our clients to communicate with their marketplace. At Intrigue Media, we believe that great businesses deserve to get noticed. That’s why we’ve developed an infrastructure for […]

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Expertise: Software & Information Systems Solutions

Jack Baker - Neustyle Software & Systems

You want to continuously improve your Systems within your Family Business. Most Family Businesses want to improve in these areas to: Ensure their competitiveness…their sustainability Automate to reduce operating costs Have dashboards and other real-time information tools Remove the frustration of out-of-date systems Capture & analyse information in real time Identify processing problems early, before […]

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