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FEA Alumni Panel
May 16 @ 1:00 pm - 2:00 pm EDT
Presenters
Tim Mohr
Business Development Manager, Advisor Programs, Family Enterprise Canada
Tim Mohr is a seasoned Business Development Manager with a passion for guiding advisors in the intricate world of family enterprises. With nearly a decade of experience in professional development and executive education, Tim brings a unique perspective shaped by his own family's journey through the complexities of a failed business. Motivated by his personal history, he is dedicated to helping advisors empower their family clients to navigate challenges, foster harmony, and achieve lasting success.
As the Business Development Manager of Advisor Programs at Family Enterprise Canada, Tim champions the FEA Program and its holistic approach to equipping advisors with the tools, mindset, and strategies needed to address the diverse needs of family enterprises. Through relational engagement and a commitment to understanding each family's unique dynamics, Tim ensures that advisors are well-prepared to guide their clients through successful transitions, ultimately shaping a future where business growth and family harmony thrive hand in hand.
Lianne Ulin, CHS, FEA
VP Finance & Administration, Advisor in Life & Group Insurance, M Bacal Group
Lianne Joined M Bacal Group, a boutique firm with a holistic approach, in 1998 as she wanted to learn the family business. Led by a few key mentors over the past 25 years she has learned how to marry the client’s needs with the best in class innovative insurance solutions available. Lianne has the knowledge and experience that will ensure the continuity of M Bacal’s principal values moving forward.
Lianne is constantly striving to expand her horizons through education and in 2008 she became a certified living benefits specialist (CHS) and in 2018 she received her FEA (Family Enterprise Advisor) designation.
Mother of 2 active boys, Lianne has been very involved in her community, especially in the local Hockey association and the boys school, she is recognized by the community as a great asset. Reliable and trustworthy Lianne is dedicated to her family and the family business.
Holly Simmons, FEA
Thinking Partner, Golden Lasso Consulting
Holly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family systems.
Steve Ivacko CPA, CMA, TEP, FEA
Partner, Family Office Services MNP
Steve is a member of MNP’s Family Office Services team in Vancouver. With almost 20 years of working in and with family offices, Steve builds deep and lasting relationships with entrepreneurs, professionals, business owners, and their families. By delivering proactive, practical advice and solutions on tax, estate planning, continuity and succession, governance and philanthropy, he brings peace of mind to his clients.
Steve earned his CPA in 2001, his TEP and FEA designations in 2014 and 2018, respectively, and completed the In-Depth Tax – Owner Managed Business course in 2019.
Steve previously held the role of president of the Estate Planning Council of Vancouver, and is currently a Champion for Anxiety Canada, having previously served on the board of directors for five years, including as board chair.