Propelling business forward
Trusted Advisors
Our trusted advisors add value by sharing advice and guidance to our members, both in our peer group settings, and by presenting current and relevant issues important to our family members.
- All
- Accounting
- Banking
- Communications
- Consulting
- Education-Training
- Family Business Consulting
- Finance
- HR-Staffing
- Insurance
- Legal
- Marketing
- Not-For-Profit
- Real Estate
Baker Tilly
Greg Leslie
Speaking Topics: estate planning, business succession planning, general tax education
We provide clients with a full complement of professional services across every major industry sector.
Bank of Montréal
Scott MacDonald
For the past seven years Scott has worked exclusively with businesses, the majority of which would be considered family owned and operated. He specialized in Share Purchases, Real Estate Transactions, Equipment Finance, Improving Cash Flow and Managing Deposits.
BDC
Jeff Muton
BDC is a Crown corporation and national development bank wholly owned by the Government of Canada. offers a full spectrum of specialized financing, including venture capital, growth and business transition capital and growth equity.
BOYNECLARKE LLP
Ian Brown
BOYNECLARKE LLP is a full-service law firm, proudly operating in Dartmouth for more than fifty years. Our dedicated teams are prepared to take cases across many practice groups including business law, family law, real estate law, and much more. BOYNECLARKE is driven by the desire to provide clients with the best possible service.
C-Level Executive Solutions LP
Andrew Morrisey
Speaking Topics: HR, leadership, marketing, export, IT, business development, strategic planning, finance, green technology, law, project management, information assurance management
Community Foundation of Nova Scotia
Daniel Holland
Speaking Topics: philanthropy, planned giving, family foundations
We provide the knowledge and support for communities, charities, and citizens to realize their individual potential and collective possibilities.
Dalhousie Centre for Family Business
Albert James
The Centre strives to move family businesses to action that supports continuity and drives regional prosperity. The Centre reaches out to students in several ways, through an undergraduate and graduate level class, Managing the Family Enterprise, a family business case competition, the Norman Newman Case Writing Competition, sponsorship and coaching of a team to compete in the UVM Family Enterprise Case Competition in Vermont.
First Affiliated Family Office Group
Brent Barrie
Speaking Topics: family treasury, financial planning, legacy planning
We help clients figure out how to use their family’s resources in the best way possible to achieve the goals that are most important to them.
ForwardFocus Consulting
André Boudreau
We assist family businesses with family succession planning, assisting in developing an exit strategy while building a lasting legacy. We help with business coaching, strategic alignment, family mentoring, governance alternatives and creating effective family advisory boards.
Grant Thornton LLP
Francesca Radelich
Speaking topics: assurance (audit), tax, transaction and advisory services, cloud accounting
Our advisors work to obtain a deep understanding of what is important to you, your business, and your industry.
IG Private Wealth Management
Brian Wood
As life becomes more complex, it’s time for a truly comprehensive financial plan – a plan that will adapt and change as your life does. We understand that true financial advice goes far beyond investments. IG Advisors set themselves apart by taking the time to fully understand your unique needs and financial situation. This deeper understanding helps build a more effective financial plan.
Your IG Advisor plays a proactive role, constantly monitoring circumstances and life events that could impact your finances. Bringing you financial confidence and security are at the heart of everything we do
Ingage HR
Christine Isnor
Speaking topics: hiring, policy, capacity, operations
I believe that HR can and should be fun! I thrive on developing HR capacity, solving people problems, and building high quality HR policies and practices that relieve stress and worry for you.
Inveniam
Robert Patzelt
We help asset owners and managers prepare private market assets for this digital evolution through products and solutions that deliver a seamless workflow for data-rich, low frequency trading private market assets.
KPMG LLP
Janet Presse
Speaker Topics: audit, tax, advisory
KPMG provides audit, tax, and advisory services to many of the top business, not for profit and government organizations in Canada. We work closely with our clients, helping them to manage risks and take advantage of opportunities.
McInnes Cooper
Jeffrey Blucher
Speaking topics: income tax, corporate law & wills, estates & trust.
We are positioned to offer clients a range of legal services. We provide services in every major sector and have experience in all jurisdictions.
Owens MacFadyen Group
Yair Gal
Yair is a Certified Financial Planner and applies his background in banking and investments to enhance OMG’s planning for his professional and business owner clients.
Royer Thompson
Kim West
Royer Thompson is a talent management firm focused on capturing the full potential of people in organizations and ensuring the right people are doing the right things at the right level.
SBW Wealth Management
Andrew MacKinnon
Speaking Topics: insurance planning, shareholder agreements, estate planning, retirement
SBW Wealth Management and Employee Benefits provides financial advice to business owners, professionals, and their families.
TD Commercial Bank
Richard Saurette
Speaking Topics: banking, finance, valuation, investment, personal and commercial banking
TD Canada Trust offers a range of financial services and products to more than 10 million Canadian customers through more than 1,100 branches and 2,600 “Green Machine” ATMs.
Womens Entrepreneurial Knowledge Hub
The Women Entrepreneurship Knowledge Hub (WEKH) shares research and resources on women entrepreneurs in Canada. Made up of 10 regional hubs, WEKH operates in both official languages and includes a network of over 250 organizations, reaching more than 100,000 women entrepreneurs.