Support CFFB
Our Sponsors and Advisors offer a full range of professional competencies as well as unique insight into family business dynamics and infrastructure. The personal and professional interest that these firms express in the Centre strongly indicates their appreciation and awareness of our members’ select needs.
Whether you are a small or large business, your unique insight into family business dynamics and infrastructure is invaluable to us and our members. Be recognized as leaders in the community and join the CFFB as an Advisor or Sponsor today.
Recognizing Our Valued Sponsors
Our sponsors are integral to CFFB's mission, enabling critical programs and resources that empower family businesses across Ontario.


Part Time CFO Services acts as a strategic financial partner for family-owned and private businesses, delivering scalable leadership from day-to-day accounting to high-level CFO oversight. The firm helps business owners secure smooth generational transitions and evaluate major investments or acquisitions, uncover key performance drivers, improve forecasting, and strengthen lender relationships, and build robust internal systems that deliver timely, decision-ready financial insights.


Richardson Wealth supports business owners in achieving their long-term goals through an integrated approach to family and wealth planning. By bringing together tax, investment, insurance and succession strategies, they help clients make informed decisions and build a stronger financial future. Their services include tax-efficient corporate and personal investing, integrated financial planning, pension and insurance planning, business succession, and preparing for the eventual sale of a business.
With more than 170 years of experience serving family enterprises, Richardson Wealth helps businesses grow while protecting family wealth and supporting long-term legacy. Its team provides tailored guidance across key areas including succession planning, tax and wealth management, family governance, digital transformation, operational efficiency, financing, and business opportunities.




A leading manufacturer and supplier of sampling and testing equipment across North America, the company supports environmental, agricultural, manufacturing, and healthcare organizations with reliable products and industry expertise. Its solutions are trusted by businesses and government organizations, including the Ontario Ministry of Health, Environment Canada, the RCMP, and major Canadian cities and municipalities. With a commitment to quality, innovation, and customer service, the company delivers dependable sampling and testing solutions across a wide range of industries.
As the leader of the Allan Bush Investment Team, Allan brings three decades of experience to developing financial plans and finding the right investment and insurance solutions. Since 1987, he has served as the team’s Chief Strategist, determining clients’ priorities, developing personalized roadmaps and selecting the right solutions to help them achieve their goals. Allan oversees the investment practice alongside his six-person team, bringing together more than 150 years of combined expertise.




MGBW has been trusted by family-owned and operated businesses for over 25 years. Its experienced lawyers and staff provide practical, business-oriented advice on next-generation planning, corporate governance, shareholder rights and agreements, buying and selling businesses, corporate finance, contracts, licensing, joint ventures, and more. For more details, visit the MGBW website.
BDO offers a full range of business advisory services to meet the uniqueneeds 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 your business life.


Our Advisors
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.


Allan Bush
CIBC Wood Gundy
Finance & Accounting


Justin Caldwell
Richardson Wealth – The Caldwell Housepian Group
Finance & Accounting
Amy Finch
McCarter Grespan
Legal Services


Darryl Goodall
PartTime CFO
Finance & Accounting










Avril Lavallee
McCarter Grespan
Legal Services
Scott Wagler
Josslin Insurance
Finance & Accounting
Sherry Hempel
Private Company Service Group, PwC
Finance & Accounting
Paul Kroetsch
PartTime CFO
Finance & Accounting
Steve Wagler
Josslin Insurance
Finance & Accounting


Ed Myers
PartTime CFO
Finance & Accounting
Succession Planning
Financial Strategy
Legal & Compliance
Navigate complex transitions with specialists in governance, leadership transfer, and family wealth preservation.
Optimize financial structures, tax planning, and investment strategies tailored for family-owned businesses.
Ensure robust legal frameworks, dispute resolution, and regulatory adherence for long-term stability.



















