Richardson GMP Limited
We work closely with business owners and their families to achieve financial goals. By employing a diverse toolbox that includes a range of investment options, tax and estate planning strategies, [...]
Premium Sponsors
BMO Financial Group
BMO Financial Group is committed to helping our customers succeed. We understand what it takes for a family business to be successful – drive, ability and vision. And we recognize that families invest much of themselves into their businesses. So, our team of experts is constantly focused to help you better manage all of your […]
Corporate Sponsors
Arca Financial Group Inc.
Arca Financial Group is one of Waterloo Region’s largest independent retirement, insurance, estate and business succession planning firms. Arca offers a dynamic, interactive planning process and implements insurance and investment solutions. Their specialization team actively partners with family members to ease financial concern by organizing, creating and protecting family wealth and enhancing current lifestyles, for […]
BDO Canada LLP
BDO offers a full range of business advisory services to meet the unique needs of its highly diverse clientele. BDO business advisors are highly accessible and are prepared to provide an objective opinion on issues important to families in business and offer a variety of value-added services to assist in managing your financial life and […]
CIBC Wood Gundy – Allan Bush Investment Team
As the leader of the Allan Bush 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 […]
Josslin Insurance Brokers
Our Mission To protect you, the ones you love and the things that matter most with unique insurance solutions as individual as you are! Our Values Respect: We are dedicated to respecting each other to create and maintain an environment that fosters teamwork, growth, honesty and innovation. Passion: We put our hearts, minds and efforts […]
McCarter Grespan Beynon Weir LLP
MGBW has been trusted with assisting family owned and operated businesses for over 25 years. Our experienced, knowledgeable lawyers and staff provide practical, business-oriented advice for next-generation planning, corporate governance, shareholder rights and agreements, buying/selling businesses, corporate finance, contracts, licensing, joint ventures etc. For more details, visit our website.
Neustyle Software & Systems
We provide customized and personalized software solutions, covering projects [from small to large] and creating enterprise portals to organize your entire business. Software Solutions Enterprise portals Full architecture & engineered projects Automation innovations – manufacturing efficiencies CRM customization & time management tools Data Cleansing System Solutions Servers, networks, & data centre services Proactive Monitoring – […]
Part Time CFO - PartTime CFO
Part Time CFO Services works with entrepreneurs and their management teams to address business challenges and maximize opportunities. Our team brings their extensive experience working with family businesses, providing solutions to guide your company towards meeting its short-term goals and achieving its long-term vision. We identify and implement new strategies to improve your business’ profitability, […]
PricewaterhouseCoopers Canada - PartTime CFO
Our Private Company Services team understands what drives private companies because we live in the same world. With over 65% of all PwC Canada’s clients being private businesses, we are dedicated to serving private companies. We can help you with the complex issues of managing a successful private company, while keeping an eye on your […]
Richardson GMP Limited - Richardson GMP Limited
We work closely with business owners and their families to achieve financial goals. By employing a diverse toolbox that includes a range of investment options, tax and estate planning strategies, corporate compensation models, and insurance offerings, we develop holistic solutions that address all aspects of your needs. To drive better outcomes, we liaise directly with […]
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*CFFB membership is exclusive to family businesses. A family business is defined as “two or more family members who are currently working together, or have previously worked together in business.”