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.
Members
Industries
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Allan Bush
CIBC Wood Gundy - Allan Bush Investment Team
Specialization: Finance & Accounting
How Can I Help?
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 to the top Investment Advisors across Canada and maintained President’s Club every year prior to that. He is the team’s Chief Strategist for his clients – he determines financial priorities and develops individual roadmaps while choosing the appropriate financial solutions to help get them there. In addition, he himself has experienced the process of building up and selling a business. Allan oversees the investment practice and with his five-person team and they bring together 100+ years of expertise.
Contact Information
The Bauer Buildings
150 Caroline St. S. 3rd Floor
Waterloo, ON N2L 0A5Phone: 519-883-5353
Fax: 519-888-6887
Website: https://allanbush.com/
Justin D. Caldwell
Investment Advisor, Associate Portfolio Manager, Richardson Wealth – The Caldwell Housepian Group
Specialization: Finance & Accounting
How Can I Help?
Justin leads a wealth management process and works closely with clients to bring clarity to their goals. As an Associate Portfolio Manager, he is licensed to provide discretionary advice as a fiduciary.
He joined The Caldwell Group – which recently became Caldwell Housepian Group – in January, 2016 after working with one of Canada’s top think-tanks, the C.D. Howe Institute. There, he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior government stakeholders.
Justin is a strong advocate for giving back, believing everyone can play a role in helping create a resilient, prosperous community. He serves on the Investment Committee of the Kitchener-Waterloo Community Foundation and as a Director for the Centre for Family Business.
Contact Information
540 Bingemans Centre Drive, Suite 100, Kitchener, Ontario N2B 3X9
Phone: 519.772.7833
Email: Justin.Caldwell@richardsonwealth.com
Website: www.CaldwellGroup.ca
Amy Finch
Lawyer, McCarter Grespan
Specialization: Legal Services
How Can I Help?
Amy practices corporate, estate planning, commercial and business law with an emphasis on mergers and acquisitions, succession and estate planning, complex corporate reorganizations, restructurings, private placements, and corporate financings.
Her core client base includes enterprise owners and their operations, partnerships, and joint ventures.
Amy joined the firm as an Associate in 2002 and was nominated to become a Director in 2013. She has served as lead counsel on numerous large-scale transactions and continues to help strengthen the Firm’s reputation for integrity, teamwork, commitment, and entrepreneurial spirit.
Practice Areas
Having served as lead lawyer on a number of transactions in the $1M to $5M range, Amy has extensive experience in drafting a wide variety of corporate documents including share and asset purchase agreements, employee agreements and more. She is also gaining an impressive reputation for counsel on corporate shareholder matters including rights, shareholder support, joint ventures and other agreements.Contact Information
675 Riverbend Drive
Kitchener, ON N2K 3S3Phone: 519-571-8800
Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~192_Amy%20Finch
Marlow Gingerich
Gift Planning Consultant, Abundance Canada
Specialization: Public Charitable Foundation
How Can I Help?
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 scenario.
Abundance Canada offers a customized gift planning service by helping you to match your interests and philanthropic goals with your assets and a timeline. We can assist you by facilitating a simple donation of cash or something more complex such as:
- a charitable gift in a will;
- donating stocks, mutual funds or private company shares;
- setting up a family foundation;
- a gift of life insurance;
- donating anonymously.
Our confidential consultation service is free, with no obligations.
Abundance Canada is a public foundation registered with the Canada Revenue Agency (CRA). Since 1974, we have helped individuals with charitable giving during their lifetime and through their estate.
Contact Information
703-20 Erb St. W, Waterloo,
ON N2L 1T2
Phone: 519.745.7821
Email: mgingerich@abundance.ca
Website: https://abundance.ca/
Darryl Goodall, CPA, CMA CTP
CPA, PartTime CFO
Specialization: Finance & Accounting
Take your business to new heights!
What is a Part Time CFO?
The benefits of hiring a Part Time CFO are no secret. It offers small and medium sized private businesses a seasoned financial executive to increase the depth of their team when a full-time hire is not required.
Our team works directly with entrepreneurs, owners, and management to improve a company’s long-term financial health. We become part of your team, bringing our diverse experience and network of resources.
Our Mission, Vission, and Values
Our Mission
As trusted strategic business partners, we work with family and private enterprises to collaboratively build and implement customized financial and management solutions. Utilizing a hands-on approach, we strive to exceed our clients’ expectations and enhance long-term stakeholder value.
Our Vision
We strive to be the pre-eminent financial and management advisory team for family and private enterprises in Ontario.
Our Values
- Integrity
We conduct our work with high standards, accountability, and utmost transparency. We provide honest and unbiased advice focusing on our clients’ best interests, allowing them to make informed decisions.
- Collaboration
We value teamwork and focus on building a strong and trusting relationship with our clients and each other, collaboratively building and implementing customized financial and management solutions.
- Excellence
It is essential that we have knowledgeable and experienced staff to provide timely and expert advice second to none. We encourage lifelong learning and constantly modify and evaluate the work we do.
- Customer Focused
We provide solutions addressing our clients’ specific needs and understand their demand for immediate results. With our large and diverse team, we are flexible enough to adapt to their changing requirements.
- Community Oriented
We value connections in our community, supporting local charities, social programs and sports teams as well as partnering with organizations providing assistance and advice to new entrepreneurs.
- Work Hard, Play Hard!
Our team exemplifies this philosophy and regularly partakes in team building sessions and fun social events where knowledge and experiences are shared, and strong connections are made.
Our Team
With extensive management experience ranging from small, owner-operated enterprises, to large, publicly traded companies, the Part Time CFO Services team provides senior financial leadership and brings valuable insights to any business.
Contact Information
Phone: 905 376-3025
Email: goodall@parttimecfoservices.ca
Website: www.parttimecfoservices.ca
Sherry Hempel
Director, Private Company Service Group, PwC
Specialization: Finance & Accounting
How Can I Help?
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 Survey of Private Companies as well as our Global Family Business Survey helps to affirm the hottest issues on the minds of owners and leaders of private companies and provides a voice for those leaders to share their views. We provide a holistic business perspective Business issues don’t happen in silos. We understand that private companies need flexible thinking that helps them connect the dots across the entire organization. Our role is not to run your business. Instead, we can work with you as your business advisor to help spot opportunities for growth, avoid risk, realize savings, create value and help you put all the pieces together. We have expertise wherever you need it In today’s interconnected global economy, private and family-owned businesses are increasingly becoming involved in overseas operations, joint ventures, and partnerships. Planning how the business will continue to grow and succeed into the future is as important as the planning undertaken to start and grow your business. Successful plans take time and care and effective strategic planning can help see family firms succeed in this brand new world. PwC’s private company network offers our clients access to dedicated professionals with local market expertise throughout the world.
Contact Information
95 King Street South, Suite 201
Waterloo, ON N2J 5A2Phone: 519-570-5727
Email: sherry.hempel@pwc.com
Website: https://www.pwc.com/ca/en/private-company.html
Michael Snyders, HCS, CIM
President, Future Focus Inc.
Specialization: Business Consulting
How Can I Help?
Michael has been providing practical guidance to small and mid-size companies in the areas of leadership, strategy, continuous improvement and human capital management for more than 20 years. Michael is skilled at coming alongside business owners and leadership teams, and helping them to maximize the potential resident in their organizations through: leadership development & coaching, succession planning, leadership recruiting, strategic planning, and diagnosing the leadership bench-strength. He is determined to continuously add value to his clients using best practices and truly understanding their business.
Michael’s formal education and professional designations have provided him with a strong understanding of best practices in leadership, strategy and talent. His post-secondary education began with the Management Studies program and Post-Graduate Studies Program in Human Resources. Michael also holds professional designations as Human Capital Strategist (HCS) and Certified In Management (CIM).
Over the past 20 years of Michael’s career, he has been actively engaged in assisting organizations in their growth as a Business Advisor, Leadership Trainer, and Coach with organizations like Management Development Group, Michael Follett Consulting, and Future Focus Inc (as Senior Partner).
As an alumnus of Leadership Waterloo Region, Michael has demonstrated a strong focus and passion for local and world community service. He has worked with a variety of committees and boards of Not-For-Profit organizations such as Centre for Family Business (CFFB), Kitchener-Conestoga Rotary Club, Conestoga College, Meals On Wheels, Big Brothers, YMCA, Greater KW Chamber of Commerce, Habitat For Humanity, Teen Challenge and Canada’s Technology Triangle Inc, 100 Men Who Give a Damn – Waterloo, and on KW Counselling Services. Michael has participated in three international development programs – building schools in Peru for Students Offering Support, and building homes in Ethiopia and Argentina for Habitat for Humanity Global Village.
Michael grew up in a small Southwestern Ontario town and has called Waterloo his home for the past 20 years. His favourite time outside of work is spending time with his daughter travelling, boating, playing soccer, reading, and going on adventures.
Contact Information
235 Bathurst Dr, Waterloo, ON N2H 5A2
Phone: 519-897-6245
Email: msnyders@future-focus.ca
Website: https://home.future-focus.ca/
Paul Kroetsch, CPA, CMA, CTP
CFO, PartTime CFO
Specialization: Finance & Accounting
How Can I Help?
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, at a fraction of the cost of a full time CFO
Paul has spent over thirty years in corporate finance, with both private and public companies. He has an extensive background in process improvement, modelling, cost control and debt and equity financings. He has helped arrange credit lines, including syndicated bank facilities and completed an IPO as a CFO. He has been deeply involved in the M&A field, helping several companies complete over a dozen successful acquisitions and integrations. Paul enjoys working with teams to focus on business drivers and eliminate tasks that do not create value for stakeholders. He is a Chartered Professional Accountant and also holds a Certified Treasury Professional designation.
Contact Information
Phone: (905) 376-3025
Email: kroetsch@parttimecfoservices.ca
Website: https://parttimecfoservices.ca/team/paul-kroetsch/#:~:text=Paul%20has%20spent%20over%20thirty,an%20IPO%20as%20a%20CFO. Avril Lavallee
Lawyer, McCarter Grespan
Specialization: Legal Services
How Can I Help?
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 counsel for Standard, Phased, Vacant Land and Common Element Condo planning, condo conversions, amalgamations and governance. She has drafted documentation including by-laws and declarations to cost sharing and other multiple party agreements. Avril is also a valued member of our firm’s merger, acquisition and divestiture practice.Contact Information
675 Riverbend Drive
Kitchener, ON N2K 3S3Phone: 519-571-8800
Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~191_Avril%20Lavallee
Steve Moore, CPA, CA
Partner and Business Advisor, MNP LLP
Specialization: Finance & Accounting
How Can I Help?
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, including succession planning services.
A trusted advisor, he works with growth-oriented, entrepreneurial clients and delivers advice and solutions tailored to their unique needs and objectives. His clients are in a broad range of industries, including retail, technology, real estate and professional services. In 1984, Steve received his Bachelor of Arts (Hons) degree from the University of Toronto, where he majored in economics and philosophy.
He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1991. Steve has been involved with Rotary Club for more than 20 years and has served as treasurer and president.
Contact Information
3-139 Northfield Drive West
Waterloo, ON N2L 5A6Phone: 519.725.7700
Email: Steve.Moore@mnp.ca
Website: http://www.mnp.ca/en/contact/ontario/waterlooHow Can I Help?
Blackwood has a wealth of lived experience and a deep passion for helping families find harmony as they work through the intricacies and challenges of their family-owned enterprises.
Our disciplined planning process delivers innovative and meaningful results.
We start in Discovery interviewing family members and their key advisors to ensure that all perspectives are clearly understood.
Family meetings drive clarity. We are experts in facilitating the conversations that align mission, vision & values, so families can reach consensus around their goals and make great decisions.
We are the quarterback. Working on behalf of our clients, we manage the strategy development process through to implementation. We document the family’s vision so that it can be shared with their advisory team, enabling legal, tax, accounting, estate, and investment professionals to work collaboratively from the outset to develop the proper strategies and structures.
We deliver long-term sustainability: Our processes, resources, and tools keep families communicating. We identify when adjustments to strategies and structures are required, ensuring that plans remain aligned, goals are met, and visions sustained.
Contact Information
138 Flatt Road, Burlington, ON L7P 0T3
Phone:(416) 302-2146
Email: don@blackwoodfes.com
Website: www.blackwoodfes.com
Will Stankiewicz
Senior Manager, Private Company Service Group, PwC
Specialization: Finance & Accounting
How Can I Help?
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 Survey of Private Companies as well as our Global Family Business Survey helps to affirm the hottest issues on the minds of owners and leaders of private companies and provides a voice for those leaders to share their views. We provide a holistic business perspective Business issues don’t happen in silos. We understand that private companies need flexible thinking that helps them connect the dots across the entire organization. Our role is not to run your business. Instead, we can work with you as your business advisor to help spot opportunities for growth, avoid risk, realize savings, create value and help you put all the pieces together. We have expertise wherever you need it In today’s interconnected global economy, private and family-owned businesses are increasingly becoming involved in overseas operations, joint ventures, and partnerships. Planning how the business will continue to grow and succeed into the future is as important as the planning undertaken to start and grow your business. Successful plans take time and care and effective strategic planning can help see family firms succeed in this brand new world. PwC’s private company network offers our clients access to dedicated professionals with local market expertise throughout the world.
Contact Information
95 King Street South, Suite 201
Waterloo, ON N2J 5A2Phone: 519-570-5715
Email: will.r.stankiewicz@pwc.com Scott Wagler
Managing Partner, Josslin Insurance
Specialization: Finance & Accounting
How Can I Help?
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 of the original members of the next generation round table group.
Currently celebrating 45 years of Wagler family ownership, Josslin Insurance has six offices in and around Waterloo Region. It has a team of brokers who work with insurance providers to offer a wide selection of insurance options. They offer professional advice, helping you choose the coverage that works best for you, and assistance in the event of a claim.
Josslin also offers a program for discounted home and auto coverage for CFFB members and their employees.
Contact Information
118 Peel Street
New Hamburg, ON N3A 1E3Phone: 519-662-1644
Email: scottw@josslin.com
Website: http://www.josslin.com/
Steve Wagler
Managing Partner, Josslin Insurance
Specialization: Finance & Accounting
How Can I Help?
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 years of Wagler family ownership, Josslin Insurance has six offices in and around Waterloo Region. It has a team of brokers who work with insurance providers to offer a wide selection of insurance options. They offer professional advice, helping you choose the coverage that works best for you, and assistance in the event of a claim.
Josslin also offers a program for discounted home and auto coverage for CFFB members and their employees.
Contact Information
118 Peel Street, New Hamburg, ON N3A 1E3
Phone: 519-662-1644
Email: steve.wagler@josslin.com
Website: http://www.josslin.com/
Dean Shoemaker
Senior Development Officer, MEDA
Specialization: Business Consulting Services
How Can I Help?
Dean Shoemaker works with family businesses and foundations to help them achieve their philanthropic goals through business.
MEDA is an international development organization that creates business solutions to poverty. Many entrepreneurs in developing countries are not looking for a hand out but rather a hand up. MEDA’s global programs support entrepreneurs with business training, access to capital and new markets. With these three key elements business owners can increase their income and provide a livelihood for them and their families. This global outreach is sustainable and through succession, often reaches next generations.
There is a solution to poverty and the solution is business! MEDA has 22 active projects globally and multiplies your private donations by 5X with funding from institutional donors like Global Affairs Canada, Mastercard Foundation, Bill and Melinda Gates Foundation and more.
If you are interested in learning more about MEDA’s business approach to poverty please contact me for a tour of our Waterloo office or even a tour of one of our global projects!
Donald Steele
Sterling Family Capital
Specialization: Family enterprise Advisory
How Can I Help?
Don Steele has leveraged his decades of experience to provide services to family owned business. He also has a vast network of contacts to ensure you get the right help at the right time.
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Business Consulting Services
Michael Snyders, HCS, CIM
President, Future Focus Inc.
Specialization: Business Consulting
How Can I Help?
Michael has been providing practical guidance to small and mid-size companies in the areas of leadership, strategy, continuous improvement and human capital management for more than 20 years. Michael is skilled at coming alongside business owners and leadership teams, and helping them to maximize the potential resident in their organizations through: leadership development & coaching, succession planning, leadership recruiting, strategic planning, and diagnosing the leadership bench-strength. He is determined to continuously add value to his clients using best practices and truly understanding their business.
Michael’s formal education and professional designations have provided him with a strong understanding of best practices in leadership, strategy and talent. His post-secondary education began with the Management Studies program and Post-Graduate Studies Program in Human Resources. Michael also holds professional designations as Human Capital Strategist (HCS) and Certified In Management (CIM).
Over the past 20 years of Michael’s career, he has been actively engaged in assisting organizations in their growth as a Business Advisor, Leadership Trainer, and Coach with organizations like Management Development Group, Michael Follett Consulting, and Future Focus Inc (as Senior Partner).
As an alumnus of Leadership Waterloo Region, Michael has demonstrated a strong focus and passion for local and world community service. He has worked with a variety of committees and boards of Not-For-Profit organizations such as Centre for Family Business (CFFB), Kitchener-Conestoga Rotary Club, Conestoga College, Meals On Wheels, Big Brothers, YMCA, Greater KW Chamber of Commerce, Habitat For Humanity, Teen Challenge and Canada’s Technology Triangle Inc, 100 Men Who Give a Damn – Waterloo, and on KW Counselling Services. Michael has participated in three international development programs – building schools in Peru for Students Offering Support, and building homes in Ethiopia and Argentina for Habitat for Humanity Global Village.
Michael grew up in a small Southwestern Ontario town and has called Waterloo his home for the past 20 years. His favourite time outside of work is spending time with his daughter travelling, boating, playing soccer, reading, and going on adventures.
Contact Information
235 Bathurst Dr, Waterloo, ON N2H 5A2
Phone: 519-897-6245
Email: msnyders@future-focus.ca
Website: https://home.future-focus.ca/ Dean Shoemaker
Senior Development Officer, MEDA
Specialization: Business Consulting Services
How Can I Help?
Dean Shoemaker works with family businesses and foundations to help them achieve their philanthropic goals through business.
MEDA is an international development organization that creates business solutions to poverty. Many entrepreneurs in developing countries are not looking for a hand out but rather a hand up. MEDA’s global programs support entrepreneurs with business training, access to capital and new markets. With these three key elements business owners can increase their income and provide a livelihood for them and their families. This global outreach is sustainable and through succession, often reaches next generations.
There is a solution to poverty and the solution is business! MEDA has 22 active projects globally and multiplies your private donations by 5X with funding from institutional donors like Global Affairs Canada, Mastercard Foundation, Bill and Melinda Gates Foundation and more.
If you are interested in learning more about MEDA’s business approach to poverty please contact me for a tour of our Waterloo office or even a tour of one of our global projects!
Legal Services
Amy Finch
Lawyer, McCarter Grespan
Specialization: Legal Services
How Can I Help?
Amy practices corporate, estate planning, commercial and business law with an emphasis on mergers and acquisitions, succession and estate planning, complex corporate reorganizations, restructurings, private placements, and corporate financings.
Her core client base includes enterprise owners and their operations, partnerships, and joint ventures.
Amy joined the firm as an Associate in 2002 and was nominated to become a Director in 2013. She has served as lead counsel on numerous large-scale transactions and continues to help strengthen the Firm’s reputation for integrity, teamwork, commitment, and entrepreneurial spirit.
Practice Areas
Having served as lead lawyer on a number of transactions in the $1M to $5M range, Amy has extensive experience in drafting a wide variety of corporate documents including share and asset purchase agreements, employee agreements and more. She is also gaining an impressive reputation for counsel on corporate shareholder matters including rights, shareholder support, joint ventures and other agreements.Contact Information
675 Riverbend Drive
Kitchener, ON N2K 3S3Phone: 519-571-8800
Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~192_Amy%20Finch Avril Lavallee
Lawyer, McCarter Grespan
Specialization: Legal Services
How Can I Help?
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 counsel for Standard, Phased, Vacant Land and Common Element Condo planning, condo conversions, amalgamations and governance. She has drafted documentation including by-laws and declarations to cost sharing and other multiple party agreements. Avril is also a valued member of our firm’s merger, acquisition and divestiture practice.Contact Information
675 Riverbend Drive
Kitchener, ON N2K 3S3Phone: 519-571-8800
Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~191_Avril%20LavalleeFinance & Accounting
Allan Bush
CIBC Wood Gundy - Allan Bush Investment Team
Specialization: Finance & Accounting
How Can I Help?
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 to the top Investment Advisors across Canada and maintained President’s Club every year prior to that. He is the team’s Chief Strategist for his clients – he determines financial priorities and develops individual roadmaps while choosing the appropriate financial solutions to help get them there. In addition, he himself has experienced the process of building up and selling a business. Allan oversees the investment practice and with his five-person team and they bring together 100+ years of expertise.
Contact Information
The Bauer Buildings
150 Caroline St. S. 3rd Floor
Waterloo, ON N2L 0A5Phone: 519-883-5353
Fax: 519-888-6887
Website: https://allanbush.com/ Justin D. Caldwell
Investment Advisor, Associate Portfolio Manager, Richardson Wealth – The Caldwell Housepian Group
Specialization: Finance & Accounting
How Can I Help?
Justin leads a wealth management process and works closely with clients to bring clarity to their goals. As an Associate Portfolio Manager, he is licensed to provide discretionary advice as a fiduciary.
He joined The Caldwell Group – which recently became Caldwell Housepian Group – in January, 2016 after working with one of Canada’s top think-tanks, the C.D. Howe Institute. There, he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior government stakeholders.
Justin is a strong advocate for giving back, believing everyone can play a role in helping create a resilient, prosperous community. He serves on the Investment Committee of the Kitchener-Waterloo Community Foundation and as a Director for the Centre for Family Business.
Contact Information
540 Bingemans Centre Drive, Suite 100, Kitchener, Ontario N2B 3X9
Phone: 519.772.7833
Email: Justin.Caldwell@richardsonwealth.com
Website: www.CaldwellGroup.ca Darryl Goodall, CPA, CMA CTP
CPA, PartTime CFO
Specialization: Finance & Accounting
Take your business to new heights!
What is a Part Time CFO?
The benefits of hiring a Part Time CFO are no secret. It offers small and medium sized private businesses a seasoned financial executive to increase the depth of their team when a full-time hire is not required.
Our team works directly with entrepreneurs, owners, and management to improve a company’s long-term financial health. We become part of your team, bringing our diverse experience and network of resources.
Our Mission, Vission, and Values
Our Mission
As trusted strategic business partners, we work with family and private enterprises to collaboratively build and implement customized financial and management solutions. Utilizing a hands-on approach, we strive to exceed our clients’ expectations and enhance long-term stakeholder value.
Our Vision
We strive to be the pre-eminent financial and management advisory team for family and private enterprises in Ontario.
Our Values
- Integrity
We conduct our work with high standards, accountability, and utmost transparency. We provide honest and unbiased advice focusing on our clients’ best interests, allowing them to make informed decisions.
- Collaboration
We value teamwork and focus on building a strong and trusting relationship with our clients and each other, collaboratively building and implementing customized financial and management solutions.
- Excellence
It is essential that we have knowledgeable and experienced staff to provide timely and expert advice second to none. We encourage lifelong learning and constantly modify and evaluate the work we do.
- Customer Focused
We provide solutions addressing our clients’ specific needs and understand their demand for immediate results. With our large and diverse team, we are flexible enough to adapt to their changing requirements.
- Community Oriented
We value connections in our community, supporting local charities, social programs and sports teams as well as partnering with organizations providing assistance and advice to new entrepreneurs.
- Work Hard, Play Hard!
Our team exemplifies this philosophy and regularly partakes in team building sessions and fun social events where knowledge and experiences are shared, and strong connections are made.
Our Team
With extensive management experience ranging from small, owner-operated enterprises, to large, publicly traded companies, the Part Time CFO Services team provides senior financial leadership and brings valuable insights to any business.
Contact Information
Phone: 905 376-3025
Email: goodall@parttimecfoservices.ca
Website: www.parttimecfoservices.ca Sherry Hempel
Director, Private Company Service Group, PwC
Specialization: Finance & Accounting
How Can I Help?
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 Survey of Private Companies as well as our Global Family Business Survey helps to affirm the hottest issues on the minds of owners and leaders of private companies and provides a voice for those leaders to share their views. We provide a holistic business perspective Business issues don’t happen in silos. We understand that private companies need flexible thinking that helps them connect the dots across the entire organization. Our role is not to run your business. Instead, we can work with you as your business advisor to help spot opportunities for growth, avoid risk, realize savings, create value and help you put all the pieces together. We have expertise wherever you need it In today’s interconnected global economy, private and family-owned businesses are increasingly becoming involved in overseas operations, joint ventures, and partnerships. Planning how the business will continue to grow and succeed into the future is as important as the planning undertaken to start and grow your business. Successful plans take time and care and effective strategic planning can help see family firms succeed in this brand new world. PwC’s private company network offers our clients access to dedicated professionals with local market expertise throughout the world.
Contact Information
95 King Street South, Suite 201
Waterloo, ON N2J 5A2Phone: 519-570-5727
Email: sherry.hempel@pwc.com
Website: https://www.pwc.com/ca/en/private-company.html Steve Wagler
Managing Partner, Josslin Insurance
Specialization: Finance & Accounting
How Can I Help?
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 years of Wagler family ownership, Josslin Insurance has six offices in and around Waterloo Region. It has a team of brokers who work with insurance providers to offer a wide selection of insurance options. They offer professional advice, helping you choose the coverage that works best for you, and assistance in the event of a claim.
Josslin also offers a program for discounted home and auto coverage for CFFB members and their employees.
Contact Information
118 Peel Street, New Hamburg, ON N3A 1E3
Phone: 519-662-1644
Email: steve.wagler@josslin.com
Website: http://www.josslin.com/ Paul Kroetsch, CPA, CMA, CTP
CFO, PartTime CFO
Specialization: Finance & Accounting
How Can I Help?
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, at a fraction of the cost of a full time CFO
Paul has spent over thirty years in corporate finance, with both private and public companies. He has an extensive background in process improvement, modelling, cost control and debt and equity financings. He has helped arrange credit lines, including syndicated bank facilities and completed an IPO as a CFO. He has been deeply involved in the M&A field, helping several companies complete over a dozen successful acquisitions and integrations. Paul enjoys working with teams to focus on business drivers and eliminate tasks that do not create value for stakeholders. He is a Chartered Professional Accountant and also holds a Certified Treasury Professional designation.
Contact Information
Phone: (905) 376-3025
Email: kroetsch@parttimecfoservices.ca
Website: https://parttimecfoservices.ca/team/paul-kroetsch/#:~:text=Paul%20has%20spent%20over%20thirty,an%20IPO%20as%20a%20CFO. Russ McEachnie, CFP, CPCA, CDFA
McEachnie Group Private Wealth Management of Investors Group Financial Services Inc.
Specialization: Finance & Accounting
How Can I Help?
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 businesses. Our customized approach to planning is based on asset protection around your goals and objectives. Your plan will be unique to you.
Contact Information
80 King Street South Ste 201
Waterloo, ON N2J 1P5Phone: 519-886-2360 ext: 241
Website: http://www.russmceachnie.com/ Steve Moore, CPA, CA
Partner and Business Advisor, MNP LLP
Specialization: Finance & Accounting
How Can I Help?
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, including succession planning services.
A trusted advisor, he works with growth-oriented, entrepreneurial clients and delivers advice and solutions tailored to their unique needs and objectives. His clients are in a broad range of industries, including retail, technology, real estate and professional services. In 1984, Steve received his Bachelor of Arts (Hons) degree from the University of Toronto, where he majored in economics and philosophy.
He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1991. Steve has been involved with Rotary Club for more than 20 years and has served as treasurer and president.
Contact Information
3-139 Northfield Drive West
Waterloo, ON N2L 5A6Phone: 519.725.7700
Email: Steve.Moore@mnp.ca
Website: http://www.mnp.ca/en/contact/ontario/waterloo Will Stankiewicz
Senior Manager, Private Company Service Group, PwC
Specialization: Finance & Accounting
How Can I Help?
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 Survey of Private Companies as well as our Global Family Business Survey helps to affirm the hottest issues on the minds of owners and leaders of private companies and provides a voice for those leaders to share their views. We provide a holistic business perspective Business issues don’t happen in silos. We understand that private companies need flexible thinking that helps them connect the dots across the entire organization. Our role is not to run your business. Instead, we can work with you as your business advisor to help spot opportunities for growth, avoid risk, realize savings, create value and help you put all the pieces together. We have expertise wherever you need it In today’s interconnected global economy, private and family-owned businesses are increasingly becoming involved in overseas operations, joint ventures, and partnerships. Planning how the business will continue to grow and succeed into the future is as important as the planning undertaken to start and grow your business. Successful plans take time and care and effective strategic planning can help see family firms succeed in this brand new world. PwC’s private company network offers our clients access to dedicated professionals with local market expertise throughout the world.
Contact Information
95 King Street South, Suite 201
Waterloo, ON N2J 5A2Phone: 519-570-5715
Email: will.r.stankiewicz@pwc.com Scott Wagler
Managing Partner, Josslin Insurance
Specialization: Finance & Accounting
How Can I Help?
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 of the original members of the next generation round table group.
Currently celebrating 45 years of Wagler family ownership, Josslin Insurance has six offices in and around Waterloo Region. It has a team of brokers who work with insurance providers to offer a wide selection of insurance options. They offer professional advice, helping you choose the coverage that works best for you, and assistance in the event of a claim.
Josslin also offers a program for discounted home and auto coverage for CFFB members and their employees.
Contact Information
118 Peel Street
New Hamburg, ON N3A 1E3Phone: 519-662-1644
Email: scottw@josslin.com
Website: http://www.josslin.com/Family Enterprise Advisory
Donald Steele
Blackwood Family Enterprise Services
Specialization: Family Enterprise Advisory
How Can I Help?
Blackwood has a wealth of lived experience and a deep passion for helping families find harmony as they work through the intricacies and challenges of their family-owned enterprises.
Our disciplined planning process delivers innovative and meaningful results.
We start in Discovery interviewing family members and their key advisors to ensure that all perspectives are clearly understood.
Family meetings drive clarity. We are experts in facilitating the conversations that align mission, vision & values, so families can reach consensus around their goals and make great decisions.
We are the quarterback. Working on behalf of our clients, we manage the strategy development process through to implementation. We document the family’s vision so that it can be shared with their advisory team, enabling legal, tax, accounting, estate, and investment professionals to work collaboratively from the outset to develop the proper strategies and structures.
We deliver long-term sustainability: Our processes, resources, and tools keep families communicating. We identify when adjustments to strategies and structures are required, ensuring that plans remain aligned, goals are met, and visions sustained.
Contact Information
138 Flatt Road, Burlington, ON L7P 0T3
Phone:(416) 302-2146
Email: don@blackwoodfes.com
Website: www.blackwoodfes.comPublic Charitable Foundation
Marlow Gingerich
Gift Planning Consultant, Abundance Canada
Specialization: Public Charitable Foundation
How Can I Help?
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 scenario.
Abundance Canada offers a customized gift planning service by helping you to match your interests and philanthropic goals with your assets and a timeline. We can assist you by facilitating a simple donation of cash or something more complex such as:
- a charitable gift in a will;
- donating stocks, mutual funds or private company shares;
- setting up a family foundation;
- a gift of life insurance;
- donating anonymously.
Our confidential consultation service is free, with no obligations.
Abundance Canada is a public foundation registered with the Canada Revenue Agency (CRA). Since 1974, we have helped individuals with charitable giving during their lifetime and through their estate.
Contact Information
703-20 Erb St. W, Waterloo,
ON N2L 1T2
Phone: 519.745.7821
Email: mgingerich@abundance.ca
Website: https://abundance.ca/ - Integrity
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