These advisors are experts in Family Enterprise Advising. Are you?
VANCOUVER GRADUATES 2011
Rita Ager
Alexis Apps
Jeff Benna
Bruce Berger
Keith Brown
Roxana Colquhoun
Dave Chucko
Gary Cohen
ODLUM BROWN FINANCIAL SERVICES LTD.
LORAM 99 CORPORATION
REIMAX
ZLC FINANCIAL GROUP
FINANCIAL CONFIDENCE ADVISORS INC.
HNW SERVICES INC.
PRICEWATERHOUSE COOPERS LLP
COHEN BUCHAN EDWARDS
Jim Doyle
Brian Duncan
Darrell Ert
Kristin Hansen
Jeff Hector
Lisa Holland
Irene Jacob
Bev Johnson
INVESTORS GROUP FINANCIAL SERVICES INC.
HAMILTON DUNCAN ARMSTRONG & STEWART LAW CORPORATION
ES3 INSURANCE SERVICES LTD.
BMO HARRIS PRIVATE BANKING
ASSANTE FINANCIAL MANAGEMENT LTD.
RBC DOMINION SECURITIES
ERNST & YOUNG LLP
KPMG LLP
Travis Klassen
Lorraine Moulton
Murray Neilson
Trish Pekeles
Arne Perrin
Jack Shaffer
Nancy Shewfelt Carolann Steinhoff
VALLEY PULP & SAWDUST CARRIERS LTD.
KAMLOOPS CENTRE FOR THERAPY
NICOLA WEALTH MANAGEMENT LTD.
RBC DOMINION SECURITIES
ZLC FINANCIAL GROUP
NATIONAL BANK FINANCIAL WEALTH MANAGEMENT
Stefan Voswinkel Julianna Zumpano
Cathy Thorpe SURGE ADVISORS
YLYNX MANAGEMENT CONSULTING INC.
ODLUM BROWN LIMITED
QUEENSBURY SECURITIES INC.
These advisors are experts in Family Enterprise Advising. Are you?
TORONTO GRADUATES 2011
Kelly Adams
Lorraine Bauer
Frank Creaghan
Cherie Hamel
John Hamilton
Dominic Hay
Nora Jones
Anneke Keenleyside
BARRINGTON WEALTH PARTNERS
CAFE CANADA
CREAGHAN McCONNELL GROUP LTD.
CLARK & HORNER LLP
RBC WEALTH MANAGEMENT
FEIGELSOHN KELLAR
RBC WEALTH MANAGEMENT
RBC WEALTH MANAGEMENT
Doug Kellar
Phillip Kriszenfeld
Kevin Low
Harold Mertin
Kathy Munro
Sonia Park-Root
Irene Seiferling
Harvey Taraday
FEIGELSOHN KELLAR
TRANSITIONS MEDIATION & CONSULTING GROUP
SCOTIAMcLEOD
MERTIN FINANCIAL GROUP INC.
PRICEWATERHOUSE COOPERS LLP
RBC WEALTH MANAGEMENT
BOARD DYNAMICS
PRENICK LANGER LLP
More knowledge. More communication. More insight. And most trusted.
Allen Taylor
Paul Tompkins
Mohit Vikrant
TAYLOR ASSOCIATES LTD.
TOMPKINS INSURANCE SERVICES LTD.
SCOTIAMcLEOD
These advisors have recently graduated from UBC’s Advisor Program. Beginning spring 2012, graduates of our program are eligible for the Family Enterprise Advisor (FEA) designation—the only one of its kind in the world. Find out why families are choosing these advisors first. Applications are now being accepted for Vancouver and Toronto for May 2012. Visit www.familyenterpriseadvisor.com or call 604.822.0101 for details.
Kristine Washbrook RBC WEALTH MANAGEMENT
Rita Ager
Alexis Apps
Jeff Benna
Bruce Berger
Keith Brown
Roxana Colquhoun
Dave Chucko
Gary Cohen
ODLUM BROWN FINANCIAL SERVICES LTD.
LORAM 99 CORPORATION
REIMAX
ZLC FINANCIAL GROUP
FINANCIAL CONFIDENCE ADVISORS INC.
HNW SERVICES INC.
PRICEWATERHOUSE COOPERS LLP
COHEN BUCHAN EDWARDS
Jim Doyle
Brian Duncan
Darrell Ert
Kristin Hansen
Jeff Hector
Lisa Holland
Irene Jacob
Bev Johnson
INVESTORS GROUP FINANCIAL SERVICES INC.
HAMILTON DUNCAN ARMSTRONG & STEWART LAW CORPORATION
ES3 INSURANCE SERVICES LTD.
BMO HARRIS PRIVATE BANKING
ASSANTE FINANCIAL MANAGEMENT LTD.
RBC DOMINION SECURITIES
ERNST & YOUNG LLP
KPMG LLP
Travis Klassen
Lorraine Moulton
Murray Neilson
Trish Pekeles
Arne Perrin
Jack Shaffer
Nancy Shewfelt Carolann Steinhoff
VALLEY PULP & SAWDUST CARRIERS LTD.
KAMLOOPS CENTRE FOR THERAPY
NICOLA WEALTH MANAGEMENT LTD.
RBC DOMINION SECURITIES
ZLC FINANCIAL GROUP
NATIONAL BANK FINANCIAL WEALTH MANAGEMENT
Stefan Voswinkel Julianna Zumpano
Cathy Thorpe SURGE ADVISORS
YLYNX MANAGEMENT CONSULTING INC.
ODLUM BROWN LIMITED
QUEENSBURY SECURITIES INC.
These advisors are experts in Family Enterprise Advising. Are you?
TORONTO GRADUATES 2011
Kelly Adams
Lorraine Bauer
Frank Creaghan
Cherie Hamel
John Hamilton
Dominic Hay
Nora Jones
Anneke Keenleyside
BARRINGTON WEALTH PARTNERS
CAFE CANADA
CREAGHAN McCONNELL GROUP LTD.
CLARK & HORNER LLP
RBC WEALTH MANAGEMENT
FEIGELSOHN KELLAR
RBC WEALTH MANAGEMENT
RBC WEALTH MANAGEMENT
Doug Kellar
Phillip Kriszenfeld
Kevin Low
Harold Mertin
Kathy Munro
Sonia Park-Root
Irene Seiferling
Harvey Taraday
FEIGELSOHN KELLAR
TRANSITIONS MEDIATION & CONSULTING GROUP
SCOTIAMcLEOD
MERTIN FINANCIAL GROUP INC.
PRICEWATERHOUSE COOPERS LLP
RBC WEALTH MANAGEMENT
BOARD DYNAMICS
PRENICK LANGER LLP
More knowledge. More communication. More insight. And most trusted.
Allen Taylor
Paul Tompkins
Mohit Vikrant
TAYLOR ASSOCIATES LTD.
TOMPKINS INSURANCE SERVICES LTD.
SCOTIAMcLEOD
These advisors have recently graduated from UBC’s Advisor Program. Beginning spring 2012, graduates of our program are eligible for the Family Enterprise Advisor (FEA) designation—the only one of its kind in the world. Find out why families are choosing these advisors first. Applications are now being accepted for Vancouver and Toronto for May 2012. Visit www.familyenterpriseadvisor.com or call 604.822.0101 for details.
Kristine Washbrook RBC WEALTH MANAGEMENT
