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Introduction to the FEA Program
September 17 @ 12:00 pm - 1:00 pm EDT
Presenter
Tim Mohr
Business Development Manager, Advisor Programs
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.
Guest Speaker
Marc-Alexandre Barbe, FEA, Pl Fin, CSF
Partner - Financial Planning and Advisory Services, Planisource
Marc-Alexandre Barbe is a seasoned expert in intergenerational strategic planning, wealth management governance, estate planning using life insurance, and risk management for families and entrepreneurs. At Planisource Conseils Inc., he developed the Agile Financial Planning approach, which fosters collaboration and integration among clients’ advisors.
Marc-Alexandre’s dedication helps entrepreneurs navigate the transfer phase by identifying financial and human issues, providing a global vision and leading the coordination of transition stages. His dynamic presence makes him a sought-after speaker and trainer for financial security advisors, accountants, lawyers and business transfer cohorts.
He is actively involved in family business initiatives, serving as an ambassador within Groupe La Relève, a founding member of the Transfert 360 approach, a proud supporter of HEC Familles en Affaires, a member of Family Enterprise Canada and an active participant in Oria Collective. Marc-Alexandre believes that professional collaboration is key to successful business transitions and continually seeks to exchange best practices and create synergies within his network.
Planisource’s three pillars include intergenerational strategic planning, family unit money relationship health checks, and continuity/estate planning education and design. These pillars help families clarify goals, optimize financial situations, and prepare for ownership transitions. The firm’s unique know-how, transparent fee-based advising, global strategic vision, and integrative approach set them apart, offering customized solutions and an authentic understanding of clients’ realities.
Marc-Alexandre’s commitment to supporting enterprising families ensures that they receive comprehensive, unbiased wealth management solutions, making the process engaging and effective.