Sponsor Directory

Offering Expertise & Empathy

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.

Premium Sponsor

BMO Financial Group

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 Centre
20 Erb Street West Suite 101
Waterloo, ON N2L 1T2

Phone: 519-885-0824
Fax: 519-885-6328
Website: https://www.bmo.com/main/personal

Legacy Sponsor

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 Assistance
When 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 Reviews
Every 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 Community
We 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 Street
New Hamburg, ON N3A 1E3

Phone: 1-888-567-7546
Fax: 519-662-3361
Website: www.Josslin.com

Corporate Sponsors

BDO Canada LLP

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: 519-576-5220
Website: https://www.bdo.ca/en-ca/home/

CIBC Wood Gundy - Allan Bush Investment Team

As the leader of the Allan Bush Investment Team, Allan has 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.

He is the team’s Chief Strategist for clients – he determines financial priorities, develops an individual roadmap 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 six-person team, they bring together 150+ years of expertise.

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

The Bauer Buildings
150 Caroline St. S. 3rd Floor
Waterloo, ON N2L 0A5

Phone: 519-883-5353
Fax: 519-888-6887
Website: https://allanbush.com/

McCarter Grespan Lawyers

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 Drive
Kitchener, ON N2K 3S3

Phone: 519-571-8800
Fax: 519-742-1841
Website: https://www.mgbwlaw.com/

Part Time CFO Services

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, CTP
Email:  kroetsch@parttimecfoservices.ca
Phone:  905 320-1649

PricewaterhouseCoopers Canada

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:

  • Continuity and succession planning
  • Defining purpose and values with a family charter
  • Tax and wealth planning
  • Family management and conflict management
  • Board composition and responsibilities
  • Digital strategy and transformation
  • Revenue models and efficiency improvements
  • Financing and deal opportunities
  • Family and business governance

95 King Street South, Suite 201
Waterloo, ON N2J 5A2

Website: https://www.pwc.com/ca/private

Richardson Wealth – The Caldwell Housepian Group

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 Manager
Email: Justin.Caldwell@RichardsonWealth.com
Phone: 519.772.7833

Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license

  • We are progressive in our thinking.
  • We hold ourselves to a higher standard.
  • We ask ourselves what more we can do.
  • We help our clients succeed.

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:

  • Tax & Financial Planning Strategies
  • Estate Planning
  • Business Succession Planning
  • Insurance Solutions
  • Retirement Planning
  • Philanthropy

Phone: 519.772.7833
Website: www.CaldwellGroup.ca

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