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
13 Factors: for Growth
Kim MacDonald
Speaking Topics: leadership communications, leadership and change, engagement and motivation, culture change, workplace trust, self awareness practice as a superpower, new market positioning, competitive advantage and strategic differentiation, productivity & more
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.
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.
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.
MNP LLP
Courtney Barnhill
MNP provides a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world.
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.
RBC Royal Bank
Estée Landry-Flinn
Speaking Topics: managing your finances, buying a home & investing
RBC provides personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.
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.
Stewart McKelvey
Jim Cruikshank
Speaking Topics: receivership & insolvency, class actions, commercial agreements, estates & trusts, intellectual property, labour & employment, litigation & alternative dispute resolution, mergers & acquisitions, pensions & benefits, securities, tax
Stonegate Private Council
Patrick Carruthers
Speaking Topics: wealth management
We provide you with a superior wealth advisory experience. Our distinctive offering is backed by the global resources of CI, one of the largest and most respected financial services firms in Canada.
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.