Family enterprise and behavioural finance advising
We are designated Family Enterprise Advisors primarily for a group of successful business owners, individuals, and families.
What that means in English is we primarily are best suited to work with successful family business owners and private clients so they never run out of money in retirement.
We continue to selectively grow through mutual attraction of suitable clients and through the advocacy of our existing clients.
With over 800,000 family enterprises in Canada, there is a critical need for expert advisors who understand the uniqueness of Family Enterprise. Through the FEA Program, Family Enterprise Canada (FEC) sets the standard of education for advisors and prepare you for attaining the FEA designation, the pinnacle of expertise in Family Enterprise advising.
For more information about Family Enterprise Canada www.familyenterprise.ca and Family Enterprise Advisor designation,
