Family enterprise advisor services

Trusted advisors from generation to generation

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 vision. Your agenda. Our commitment.

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.

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The Owner’s Agenda for your family business

From legacy building to exit strategies to professional wealth management, the Owner's Agenda captures the key challenges family businesses are facing.

 

Governance Wealth Purpose and Values Continuity Manage Ownership Deals and Growth Strategy and Transformation Profitability Risk and Regulatory Talent Ownership and Stakeholders Capital Manage Business

Our Family Enterprise network

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.

Alberta Manitoba British Columbia Ontario Quebec Atlantic

Ontario

Kaye Bland

Partner, York Region, PwC Canada

+1 905 418 3439

Email

Brenda Lee-Kennedy, CPA, CA

Partner, Philanthropic Advisory and Family Enterprise Services, Toronto, PwC Canada

+1 416 218 1452

Email

Hadielia Yassiri

Partner, Family Enterprise Services, Toronto, PwC Canada

Email

Elise Hochberg

Manager, Business and family dynamics, values and legacy, GTA, PwC Canada

Email

Angela Ross

LLB, Principal, PwC Private, Toronto, PwC Canada

+1 416 218 1541

Email

Chantal Copithorn

Private, Partner, NextGen Lead, Oakville, PwC Canada

+1 416 687 8068

Email

Kim Maiatico

CPA, CA Partner, Family Enterprise Services CPA, CA Private Company Services, Oakville, PwC Canada

+1 905 815 6354

Email

Fred Cassano

Partner, National Real Estate Tax Leader, Vaughan, PwC Canada

+1 905 418 3469

Email

Kevin Robertson

CPA, CA, South Western Ontario Tax Leader, London, PwC Canada

+1 519 640 7915

Email

Luigi De Rose

CA, CFP, TEP, Partner, Private Tax, Toronto, PwC Canada

+1 905 418 3421

Email

Jordan Bennett

Partner, Cloud Finance, PwC Canada

+1 905 418 3444

Email

Sathees Ratnam

Partner, Tax, High Net Worth, Toronto, PwC Canada

+1 416 687 8940

Email

Sabrina Fitzgerald

CPA, FEA, National Leader for Private Clients, Ottawa, PwC Canada

+1 613 898 2113

Email

Eric Castonguay

National Corporate Finance Leader and GTA Deals Leader, Toronto, PwC Canada

+1 416 815 5094

Email

Giancarlo Di Maio

CPA, CA, Partner, Windsor, PwC Canada

+1 519 985 8911

Email

Chirag Shah

Partner, South Western Ontario, PwC Canada

+1 519 640 7914

Email

Sherry Hempel, CPA, CMA

Senior Manager, Tax, Waterloo, PwC Canada

+1 519 570 5727

Email

Frank Magliocco

National Real Estate Leader, GTA, PwC Canada

+1 416 228 4228

Email

Humaira Hussain

Director, PwC Canada

Email

Joseph Moyer

Director, PwC Canada

(416) 6878187

Email

British Columbia

Elisabeth Finch

MA, FEA, Partner, Family Enterprise Services, PwC Canada

+1 604 806 7458

Email

Garry Eng

CA, Partner, Family Enterprise Services, Vancouver, PwC Canada

+1 604 806 7037

Email

Jyothi Rao

Partner, Tax Private Client Services, Surrey, PwC Canada

+1 604 495 8934

Email

Dheeraj Bisla

CPA, CA, Director, Family Enterprise Services, Surrey, PwC Canada

+1 604 495 8937

Email

Jonathan Osten

CPA, CA, Partner, PwC Canada

+1 604 495 8942

Email

Aynsley Price

Partner, Family Enterprise Services, PwC Canada

+1 604 495 8948

Email

Ronnie De Zen

CA, BC Tax Markets Leader, Vancouver, PwC Canada

Email

Janice Agar

Director, Vancouver, PwC Canada

+1 604 806 7857

Email

Quebec

Jason Sartore

CPA, Partner, Montreal, PwC Canada

+1 514 205 5106

Email

Libarid Guluzian

CPA, Partner, Montreal, PwC Canada

+1 514 205 5275

Email

Jean-François Thuot

Partner, Montreal, PwC Canada

+1 514 205 5272

Email

Martin Olivier Boiteau

Quebec Tax Leader, Quebec, PwC Canada

Email

Yves Bonin

CPA, Partner, Montreal, PwC Canada

+1 514 205 5220

Email

Stéphanie Leblanc

CPA, CIRP, SAI, Associate Partner, Consulting & Deals, Montreal, PwC Canada

+1 514 205 5203

Email

Santino Gurreri

Partner, Montreal, PwC Canada

+1 514 205 5068

Email

Christine Pouliot

MBA, CFA, Deals Private Leader, Partner, Montreal, PwC Canada

+1 514 205 5123

Email

Alberta

Jessica Else

Partner, Cloud Finance, PwC Canada

+1 403 509 7592

Email

Nadja Ibrahim

LLB, LLM, National Private Wealth Leader, Calgary, PwC Canada

+1 403 509 7500

Email

Carlie Fragomeni

Manager, Private Company and Family Office Services, Edmonton, PwC Canada

Email

Rajen Shah

CA, CPA, Partner, Calgary, PwC Canada

+1 403 561 9608

Email

Curtis Lester

Catalyst hires and Solutions Leader, Tax, Calgary, PwC Canada

+1 403 509 7555 ext 6375

Email

Stephanie D. Boldt

Partner, PwC Canada

1 (780) 4416807

Email

Atlantic

Gord Ashe

CA, CPA Partner, Saint John, PwC Canada

+1 506 653 9438

Email

Brenda Belliveau

CPA, CA, Tax Operations Leader (Services), Toronto, PwC Canada

+1 902 491 7415

Email

Manitoba

Danny Wright

FCPA, FCA, TEP Winnipeg Managing Partner and Tax Leader, Winnipeg, PwC Canada

+1 204 926 2427

Email

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Contact us

Sabrina Fitzgerald

Sabrina Fitzgerald

National Leader for Private Clients, PwC Canada

Tel: +1 613 898 2113

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