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 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.
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 […]
Cheryl Hugill, CA, Partner - BDO Canada
Cheryl specializes in providing assurance services to owner managed and family owned business in such areas as audit and accounting, operational analysis, assistance in obtaining financing and succession, tax and estate planning.
Sherry Hempel, Senior Manager, 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 […]
Dr. John Fast - The Family Business Doctor
At the age of twenty John asked his bank manager for a construction loan to start his first business. That same entrepreneurial spirit led John to found The Centre For Family Business at the University of Waterloo, one of the first in Canada and now one of the largest in North America. John brings a […]
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 […]
Rick Baker - 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 […]
Steve Moore CPA, CA - MNP LLP
Steve Moore, CPA, CA, is a Partner and Business Advisor with MNP LLP in Waterloo. A member of the firm’s Private Enterprise group, Steve draws on more than 25 years of experience to help owner-managed businesses achieve their goals, today and in the future. Steve delivers a comprehensive suite of assurance, tax and advisory services, […]
Allan Bush, First Vice President, Investment Advisor - CIBC Wood Gundy
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
Paul Kroetsch - 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’ […]
Darryl Goodall - PartTime CFO
Darryl’s extensive experience working with a number of family and private businesses, coupled with his tenure in publicly traded companies, allows him to provide a broad range of insights and solutions for his clients. He is known for his problem solving skills and ability to ensure a plan covers all aspects of the business, […]
Dean Jutzi - PartTime CFO
Dean has 40 years of experience in accounting, consulting, and financial and executive services as a CPA and CFO. He’s worked predominantly with small to medium size businesses in areas such as bank financing, budgeting and financial analysis, strategic planning and business advisory services. His ability to generate discussion and encourage growth through innovation […]
Marlow Gingerich - Abundance Canada
Every business owner should consider charitable giving as part of their financial planning. The benefits may offer tax advantages and your generous support impacts a worthy cause. Marlow Gingerich, a gift planning consultant with Abundance Canada, is an expert in charitable giving and has extensive knowledge of developing appropriate giving strategies that best suits your […]
Graham Hardie - CopperTree Solutions
CopperTree Solutions Inc. provides managed IT support and consulting services throughout southern Ontario. Based out of Waterloo, we are committed to helping medium-sized businesses achieve their goals through effective IT management. We implement proactive solutions so that IT items do not become IT issues. By applying our processes and tools, your organization will benefit from […]
Chris Housepian - Richardson GMP Limited
Chris holds designations as a Chartered Professional Accountant (CPA), a Certified Management Accountant (CMA), a Chartered Investment Manager (CIM) as well as being a CERTIFIED FINANCIAL PLANNER® professional (CFP®). As a registered Portfolio Manager, he offers clients the many benefits of our customized discretionary portfolio management service. Combining his professional qualifications with extensive industry experience, […]
Justin D. Caldwell - Richardson GMP Limited
Justin works closely with clients to bring clarity to their goals. He is currently working towards his Portfolio Manager designation. He joined the Caldwell Group after working with one of Canada’s top think-tanks, the C.D. Howe Institute, where he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior […]
Like to add your name to our list?
We’d love to have you! Find out more on our Become an Advisor page.
