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years of experience serving clients, including private companies and family businesses
families in Canada served
dedicated professionals serving private companies and family businesses
Your business is unique, and as a family enterprise, you measure success based on generations and values. From assessing the best charitable giving strategies to protecting and diversifying your family’s wealth, managing family cohesion and establishing appropriate governance, you face a wide range of unique challenges and demands. We get that your decisions are a very personal matter and aren’t always about business.
A key concern at the heart of many of these issues is building and protecting your family’s legacy. This requires business owners like you to maintain an ongoing balance between making decisions in the best interests of your family and pursuing what matters most to the enterprise. As an important contributor to the Canadian economy, you’re looking for insights and solutions to help you manage both ownership and growth.
Your business is growing. It’s time to look ahead and take things to the next level. We can help you achieve your goals through what we call the Owner’s Agenda. It’s a framework we’ve designed to help you develop both your ownership and business strategies in a consistent and integrated way.
It’s a human-led, technology-driven approach that meets you where you are on your business journey. With the right technology paired with a team that can translate your data into powerful insights, we can help you deliver sustained outcomes and growth.
Together, we can find new opportunities and shape the future of your business. We’ll help you transform today’s ideas into tomorrow’s outcomes.
From legacy building to exit strategies to professional wealth management, the Owner's Agenda captures the key challenges family businesses are facing.
Find your local family enterprise advisor. Our passionate and experienced community of solvers understands the balance required when making decisions for your family and your enterprise. We’ll bring the perspective you need to prepare for the future, drive growth and secure your legacy. Reach out to learn more.