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SUMMARY:FEA Insider Insights: Coffee Chat Series with Janie Provencher-Blais
DESCRIPTION:Discover the transformative value of the Family Enterprise Advisor (FEA) Program firsthand in our exclusive Coffee Chat Series!  \nHosted by seasoned FEAs\, this intimate gathering offers insider insights into the program and community. With only 10 seats available\, secure your spot now for candid conversations\, key learnings\, and invaluable insights. \nDon’t miss this unique chance to explore family enterprise advising with experts in the field! \nLearn more about the FEA Designation here. \n	   Register now\n\n	Event Details\n	\n\n	When\n	\n	Tuesday\, July 9\, 20241:00 PM - 1:45 PM EDT () \n\n	Where\n	\n	Online via Zoom.\nThe Zoom session link will be emailed to registrants prior to the event.\n\n	Who Can Attend\n	\n	Anyone interested in earning the FEA Designation. \n\n	Contact\n	\n	Tim Mohr\ntmohr@familyenterprise.ca\nCan’t make it? Schedule a one-on-one call with Tim Mohr. \n	   Register now\n\n	Presenters\n	\n							\n														\n\n	Janie Provencher-Blais\, LL.M\, Fisc.\, FEA\, CPA\, IAS.A  Vice President\, Estate Planning Services\, Advanced Markets\, RBC Wealth Management Financial Services Inc.\n	\n	Janie began her career with a Canadian accounting firm prior to joining a life insurance company. Here she provided advice to high-net-worth clients by integrating sophisticated insurance strategies within their tax and estate plans. In 2018\, she joined RBC to pursue her passion: helping families simplify complex situations and structure their planning to promote multigenerational success. Leveraging her expertise in taxation\, accounting\, and the uniqueness of family enterprise\, Janie applies a holistic approach to each situation. She works closely with you and your advisors to implement customized solutions that will maximize wealth and address your estate needs through the lens of continuity. \nJanie has a Master’s degree in Law (Tax)\, is a Family Enterprise Advisor and Family Enterprise Canada Board Director\, a Certified Professional Accountant\, a Financial Planner and is dually certified by the Family Firm Institute in Family Business & Wealth Advising. She is also certified by the Institute of corporate directors and is a tax lecturer at Laval University. \n														\n\n	Tim MohrBusiness Development Manager\, Advisor Programs\n	\n	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. \nAs 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. \n	   Register now
URL:https://events.familyenterprise.ca/event/fea-insider-coffeechatseries-jul9-2024/
CATEGORIES:FEA
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