We can’t thank our sponsors enough for their financial and personal contributions to the CFFB. Our members get a lot out of their interactions, relationships and business with our sponsors, and we are also grateful for the sponsors who are able to offer their time and expertise on both the board and committees.
Our Sponsors 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.
BMO Financial Group is committed to helping our customers succeed. We understand what it takes for a family business to be successful – drive, ability and vision. And we recognize that families invest much of themselves into their businesses. So, our team of experts is constantly focused to help you better manage all of your financial affairs.
The Marsland Centre20 Erb Street West Suite 101Waterloo, ON N2L 1T2
Phone: 519-885-0824Fax: 519-885-6328Website: https://www.bmo.com/main/personal
A proud legacy sponsor, at Josslin Insurance, we offer Centre for Family Business members and their employees up to 15% savings on their home and car insurance. We also offer affordable employee benefits programs for all sizes of businesses and can even offer discounted insurance packages for CFFB member businesses. Call us today to see how much you can save!
Respect: We are dedicated to respecting each other to create and maintain an environment that fosters teamwork, growth, honesty and innovation.
Passion: We put our hearts, minds and efforts into proactively providing exceptional service, so you think of us as my insurance “guy” or “gal”.
Integrity: We strive to do the right thing, inspiring confidence by delivering on our commitments in everything we do.
Community: We believe we have a responsibility to support the communities where we live or do business.
Simplicity: We strive to make your experience with us simple and easy.
To Make a Real Difference
Real Independent Advice Despite pressure from insurance companies and much of the industry norm, we continue to remain an independent broker. We assess the needs of each client and place their business with a company because it’s the best company for you, our client, not because we’ve have a volume agreement with that company.
Real Claims AssistanceWhen you call any of our office numbers, day or night, you’ll speak to a live representative of Josslin Insurance. In the event of an emergency, you’ll be in touch with a member of our leadership team to give you the assistance you need as soon as possible.
Real Annual ReviewsEvery year, we look at your insurance and make sure that you’re getting the coverage you need, with the discounts you qualify for, at the best price for your needs. There are a number of different options so, if you aren’t with the best company, we’ll let you know and make it as easy as possible for you to switch to better coverage.
We’re Really in Your CommunityWe have offices in all the areas we serve and they’re staffed by people from your community. We also believe we have a responsibility to support the communities where we all live and work, so we make sure to support local causes and support and celebrate our employees who give back to their communities.
118 Peel StreetNew Hamburg, ON N3A 1E3
Phone: 1-888-567-7546Fax: 519-662-3361Website: www.Josslin.com
BDO offers a full range of business advisory services to meet the unique needs 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.
150 Caroline Street, Waterloo, ON N2L 0A5
Phone: 519-576-5220Website: https://www.bdo.ca/en-ca/home/
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/
MGBW has been trusted with assisting family owned and operated businesses for over 25 years. Our experienced, knowledgeable lawyers and staff provide practical, business-oriented advice for next-generation planning, corporate governance, shareholder rights and agreements, buying/selling businesses, corporate finance, contracts, licensing, joint ventures etc. For more details, visit our website.
675 Riverbend DriveKitchener, ON N2K 3S3
Phone: 519-571-8800Fax: 519-742-1841Website: https://www.mgbwlaw.com/
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.
Paul Kroetsch, CPA, CMA, CTPEmail: email@example.comPhone: 905 320-1649
Phone:(905) 376-3025Website: https://parttimecfoservices.ca/
With more than 170 years of experience in serving family enterprises like yours, our team of dedicated professionals brings deep knowledge and offers a wide range of services to help you grow your company today while protecting your wealth and supporting your legacy. We understand the challenges you face, but we also appreciate how your unique strengths as a family business are an integral part of your success.
No matter where you are on your business journey, we’re at your side to help you craft the right approach to addressing your needs across your business, including:
95 King Street South, Suite 201Waterloo, ON N2J 5A2
We’re an independent, unbiased, and leading-edge wealth management firm accountable to a very important group of people – our clients. Our team, which includes lawyers, financial planners, and trust and estate practitioners, will build a comprehensive Wealth Plan that guides our advice and provides your family with a roadmap for the future.
Justin D. Caldwell, CIM®Investment Advisor, Associate Portfolio ManagerEmail: Justin.Caldwell@RichardsonWealth.comPhone: 519.772.7833
Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license
Richardson Wealth – The Caldwell Housepian Group reflects our sole focus on multi-generational wealth planning for families like yours. It also differentiates our business as an independent – or non-bank-owned – firm that has the backing of the founding Richardson Family, now led by its fifth generation. Our Investment Advisor teams consist of some of the sharpest minds in the business, each bringing many years of experience and knowledge to the table. They’re all fully invested in Richardson Wealth – The Caldwell Housepian Group as owners, so they’ll ensure that the priorities of the business are fully aligned with your priorities.
We want to hear your story or the changes since we last met. Only then can we begin to think of a plan or who, within our team of experts, should be involved, for us to best serve your needs. We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants, and estate planners, will work directly with you and our team.
Financial Projections: We work with our clients to gather all available information on their financial situation and future goals to create a dynamic and thorough financial plan. Our planning process allows for an engaging conversation that is easily understandable so that everyone feels involved.
Portfolio Management: After careful analysis of a client’s investor profile, we build a portfolio that best fits their needs and goals. We consistently monitor and rebalance these portfolios as changes occur to aim to optimize your investments for your future needs and goals.
Tax and Estate Planning: Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning. Whether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan:
Phone: 519.772.7833Website: www.CaldwellGroup.ca
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