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 […]

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Will Stankiewicz, Manager, Private Company Service Group - PwC

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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Bryan Huck, Family Enterprise Advisor - BDO Canada

Bryan is a Chartered Professional Accountant and Business Transitions Services Manager at BDO Canada LLP. He has over 20 years of finance & operations leadership in a diverse range of businesses. Before joining BDO, Bryan operated a successful family business advisory practice. In 2018/2019, Bryan was the Executive Director for the Centre for Family Business, […]

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Sherry Hempel, Senior Manager, Private Company Service Group - PwC

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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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 […]

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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, […]

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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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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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Scott Wagler - Josslin Insurance Brokers

As a managing partner at Josslin Insurance, Scott Wagler has over 35 years’ experience in risk management providing insurance solutions and support for business, personal and life. Scott is a former president of the CFFB, a recipient of the 2013 Leadership Award, and has served on the board for many years. He was also one […]

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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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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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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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Steve Wagler - Josslin Insurance Brokers

As a managing partner at Josslin Insurance, Steve Wagler has over 30 years’ experience in risk management and providing insurance solutions and support for business and personal use. Steve was the 2018 recipient of the Peter Hallman mentorship award and has been a member of the Outlaws round table for 12 years. Currently celebrating 45 […]

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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’ […]

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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, […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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Michael Gillespie, CPA, CA, Partner, National Manufacturing Leader - BDO Canada

With over 25 years of experience in the area of accounting and auditing, operational analysis and financial management, Mike is a professional advisor to various sectors including manufacturing, distribution and owner-managed business. Mike adopts a full-service approach for his clients, involving tax and advisory professionals to address client needs. He develops strong relationships with his […]

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