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.
CIBC Wood Gundy - Allan Bush Investment Team
Specialization: Finance & Accounting
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.
The Bauer Buildings150 Caroline St. S. 3rd FloorWaterloo, ON N2L 0A5
Phone: 519-883-5353Fax: 519-888-6887Website: https://allanbush.com/
Investment Advisor, Associate Portfolio Manager, Richardson Wealth – The Caldwell Housepian Group
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 government stakeholders. He is a leadership volunteer with the Waterloo Branch of the Canadian International Council and actively supports several local service clubs and charities.
540 Bingemans Centre Drive, Suite 100, Kitchener, Ontario N2B 3X9
Phone: 519.772.7833Email: Justin.Caldwell@richardsonwealth.comWebsite: www.CaldwellGroup.ca
Lawyer, McCarter Grespan
Specialization: Legal Services
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 AreasHaving 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.
675 Riverbend DriveKitchener, ON N2K 3S3
Phone: 519-571-8800Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~192_Amy%20Finch
Gift Planning Consultant, Abundance Canada
Specialization: Business Consulting Services
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:
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.
703-20 Erb St. W, Waterloo,
ON N2L 1T2
Phone: 519.745.7821 ex. 208Email: firstname.lastname@example.orgWebsite: https://abundance.ca/
CPA, PartTime CFO
Take your business to new heights!
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.
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.
We strive to be the pre-eminent financial and management advisory team for family and private enterprises in Ontario.
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.
Phone: 905 376-3025Email: email@example.comWebsite: www.parttimecfoservices.ca
Director, 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 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.
95 King Street South, Suite 201Waterloo, ON N2J 5A2
Phone: 519-570-5727Email: firstname.lastname@example.orgWebsite: https://www.pwc.com/ca/en/private-company.html
Portfolio Manage, Richardson Wealth
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, Chris has earned the trust of clients for 40 years.
Phone: 519.772.7834Email: chris.housepian@RichardsonWealth.comWebsite: https://www.richardsonwealth.com/
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, an association of family business owners and advisors in the Waterloo region.
Bryan’s collaborative communication style and ability to make people feel at ease is at the heart of everything he does. He works with clients in a wide range of industries, facilitating and implementing transition plans to position the business and the family for long-term success. His strong project management skills ensure his clients stay on track throughout the journey.
Bryan has been a board director of numerous non-profit organizations. He believes strongly in using his skills to give back to his local community.
BDO Kitchener-Waterloo, ON
Phone: 519-502-0716Email: email@example.comWebsite: http://www.bdo.ca/en/pages/default.aspx
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, 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.
Phone: (905) 376-3025Email: firstname.lastname@example.orgWebsite: https://parttimecfoservices.ca/team/paul-kroetsch/#:~:text=Paul%20has%20spent%20over%20thirty,an%20IPO%20as%20a%20CFO.
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 AreasAvril 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.
Phone: 519-571-8800Website: http://www.mgbwlaw.com/Our_Lawyers/Lawyer_Profile/~191_Avril%20Lavallee
McEachnie Group Private Wealth Management of Investors Group Financial Services Inc.
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.
80 King Street South Ste 201Waterloo, ON N2J 1P5
Phone: 519-886-2360 ext: 241Website: http://www.russmceachnie.com/
Partner and Business Advisor, 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, 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.
3-139 Northfield Drive WestWaterloo, ON N2L 5A6
Phone: 519.725.7700Email: Steve.Moore@mnp.caWebsite: http://www.mnp.ca/en/contact/ontario/waterloo
Senior Manager, Private Company Service Group, PwC
Phone: 519-570-5715Email: email@example.com
Managing Partner, Josslin Insurance
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.
118 Peel StreetNew Hamburg, ON N3A 1E3
Phone: 519-662-1644Email: firstname.lastname@example.orgWebsite: http://www.josslin.com/
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.
118 Peel Street, New Hamburg, ON N3A 1E3
Phone: 519-662-1644Email: email@example.comWebsite: http://www.josslin.com/
Senior Development Officer, MEDA
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!
President, Future Focus Inc.
Specialization: Business Consulting
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.
235 Bathurst Dr, Waterloo, ON N2H 5A2
Phone: 519-897-6245Email: firstname.lastname@example.orgWebsite: https://home.future-focus.ca/
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