Advisors - Family Business Atlantic

Trusted Advisors

Our trusted advisors add value by sharing advice and guidance to our members both in our peer groups and by presenting current and relevant issues important to our family members.

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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 well-established firm is equipped to assist with everything from divorce and personal injury to government relations and complex business transactions, the firm can handle just about any case in-house.

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.

Ernst & Young (EY)

Pamela Achenbach

Speaking topics: assurance (audit), tax, transaction and advisory services

EY is the fourth largest public accounting firm in the world. They help companies across the globe identify and capitalize on business opportunities.

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

Kathy VanderKoi

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

Francesca Radelich

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.

PwC

Nikki Robar, CPA, CA, CBV

Nikki is the partner leading the deals practice for PwC in Atlantic Canada. She leads the valuations, modelling and disputes and transaction services practice for the region. Her areas of focus are primarily dispute analysis and business valuations and transaction support for the firm’s Atlantic office.

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.

RGH Inc. Chartered Accountants

Craig Green

Speaking Topics: finance, tax planning, and business management

We help organizations and individuals with ambitious goals. RGH’s advantage is more personalized accounting solutions that help accelerate your growth and prosperity.

Saint Mary's Entrepreneurship Centre

Madison Morgan

Speaking Topics: market research, strategic planning

We create opportunities to connect students with businesses through training, mentorship, coaching and consulting activities.

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.