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X-WR-CALNAME:Family Enterprise Canada Events
X-ORIGINAL-URL:https://events.familyenterprise.ca
X-WR-CALDESC:Events for Family Enterprise Canada Events
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DTSTART;TZID=America/Toronto:20260409T120000
DTEND;TZID=America/Toronto:20260409T130000
DTSTAMP:20260403T225436
CREATED:20241128T154618Z
LAST-MODIFIED:20260311T151825Z
UID:717449-1775736000-1775739600@events.familyenterprise.ca
SUMMARY:Introduction to the FEA Program
DESCRIPTION:Interested in the Family Enterprise Advisor (FEA) Program? \nRegister for this online webinar where we will explore the complex field of family enterprise advising. Erin Alexander\, Business Development Lead\, will discuss the core teachings of the FEA Program and how it can enhance your technical skills\, along with the qualification requirements and application process for the FEA Program. \nDetails will also be provided on the upcoming cohorts\, course modules\, family business team project\, certification process and the benefits of being part of our FEA community. Register today! \nEvent Details\nWhen\nThursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \nWho Can Attend\nProfessionals interested in earning the FEA Designation. \nWhere\nOnline via Zoom.The session link will be emailed to registrants prior to the event. \nContact\nErin Alexanderealexander@familyenterprise.ca \nCan’t make it? Schedule a one-on-one call with Erin Alexander. \n   Register now\nCan’t make it?\nBook a short meeting with Erin Alexander\, Business Development Manager\, who can answer any questions you may have about the FEA Program or earning the FEA designation. \n\n   Register now
URL:https://events.familyenterprise.ca/event/fea-program-intro-webinar/
CATEGORIES:FEA
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260415T130000
DTEND;TZID=America/Toronto:20260415T141500
DTSTAMP:20260403T225436
CREATED:20260203T144451Z
LAST-MODIFIED:20260203T144451Z
UID:718235-1776258000-1776262500@events.familyenterprise.ca
SUMMARY:Leading With Purpose: The Corporate Social Mind
DESCRIPTION:Open to All Members \nBrought to you by FEC’s Family Enterprise Impact Committee\, Leading With Purpose is a dynamic three-part webinar series for family enterprise leaders who want to align business success with meaningful impact. Taking a global-to-local perspective\, this series will explore how purpose-driven leadership is reshaping the future of business-offering practical frameworks\, real-world examples and actionable insights to help organizations embed social consciousness into strategy\, culture and long-term growth. \nThis opening session\, The Corporate Social Mind\, will introduce a forward-thinking framework and the eight traits of socially minded organizations. Drawing on European best practices and case studies\, participants will gain a clear foundation for cultivating a socially conscious mindset that strengthens legacy\, resilience and sustainable success. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to all FEC Members. \n\n	Where\n	\n	Online via Zoom.\nThe session link will be emailed to registrants prior to the event.\n\n	Cost\n	\n	Included with your FEC Membership. \n\n	Contact\n	\n	For help with your registration\,\nemail events@familyenterprise.ca.\n	   Register now\n\n	Presenter\n	\n														\n\n	Michael Alberg-SeberichAuthor\, Speaker and Consultant\n	\n	Michael Seberich works as a consultant\, moderator\, and coach in the fields of philanthropy\, foundation management\, corporate social responsibility\, and impact investing. A particular focus of his work lies in advising and supporting business families in the strategic development and implementation of their philanthropic engagement. He is Managing Director of Wider Sense GmbH\, a philanthropic consulting firm\, and co-author of the book The Corporate Social Mind\, which he published together with Derrick Feldmann in 2022. \nCheck our Michael’s book\, The Corporate Social Mind: How Companies Lead Social Change from the Inside Out.
URL:https://events.familyenterprise.ca/event/community-event-apr15/
CATEGORIES:All members,Community Call,Family,FEA,NextGen,P.A.G,Progressive Experience
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260415T170000
DTEND;TZID=America/Toronto:20260415T190000
DTSTAMP:20260403T225436
CREATED:20260224T145612Z
LAST-MODIFIED:20260324T211010Z
UID:718247-1776272400-1776279600@events.familyenterprise.ca
SUMMARY:Kinnect Ottawa: Healthy Minds\, Stronger Family Firms
DESCRIPTION:Open to Guests & all FEC Members – Join us in Ottawa! \nPlease join our growing community in Ottawa for a dynamic ‘Kinnect’ event focused on strengthening both people and performance within a family enterprise. This interactive gathering brings together family business leaders\, next-generation members and trusted professionals to explore how healthy\, resilient minds contribute to stronger family firms and enduring success. \nFacilitated by Dr. Liz Tetzlaff\, this session moves beyond theory to deliver practical\, real-world insight. Together\, we will examine the unique pressures facing multigenerational families and explore strategies to enhance personal resilience\, strengthen family dynamics and sustain effective leadership across generations. When individuals thrive\, family enterprises flourish! \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to guests and all members of Family Enterprise Canada. \n\n	Where\n	\n	The Rideau Club (map it)\n99 Bank Street (15th Floor)\nOttawa\, Ontario\nK1P 6B9\, Canada\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	$20 + tax \n	   Register now\n\n	Facilitator\n	\n														\n\n	Elizabeth Tetzlaff\, Ph.D\, BA (Hons)\, MAFellow at the Family Enterprise Legacy Institute\, Postdoctoral Fellow at Dalhousie University and Visiting Research Scholar at IMD\, Lausanne\n	\n	Dr. Elizabeth (Liz) Tetzlaff (PhD\, Telfer School of Management\, University of Ottawa) is a postdoctoral fellow at Dalhousie University\, a fellow at FELI and a visiting research scholar with IMD\, Lausanne. \nElizabeth holds a Bachelor of Arts Honours degree in English Literature from the University of King’s College and a Master of Arts degree in English Literature from Dalhousie University. Within the field of Entrepreneurship\, Elizabeth focuses on transgenerational entrepreneurship and family business. Specifically\, her research explores the implications of mental health and wellbeing for both enterprising families and their businesses. \nConnect with Elizabeth →
URL:https://events.familyenterprise.ca/event/community-event-april15/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260416T190000
DTEND;TZID=America/Toronto:20260416T210000
DTSTAMP:20260403T225436
CREATED:20260211T170626Z
LAST-MODIFIED:20260211T170811Z
UID:718241-1776366000-1776373200@events.familyenterprise.ca
SUMMARY:NxG Ping Pong Social: Connect\, Rally & Play!
DESCRIPTION:Open to all NxG Members – Join your fellow rising leaders for this fun\, social night out in Toronto\, featuring great conversations\, casual gameplay and good vibes. You voted and we listened: This unique NxG experience will be hosted at SPIN Toronto\, and Family Enterprise Canada is covering the Ping Pong! If you’re in or near Toronto on April 16th\, don’t miss this chance to connect with new NxG Members or catch up some familiar faces! \n*We’re limited to just 12 spots* so reserve quickly. Food and beverage is pay your own\, so come hungry\, thirsty and ready to play. \n  \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to all NxG members of Family Enterprise Canada. \n\n	Where\n	\n	SPIN Toronto (map it)\n461 King Street West (Lower Level)\nToronto\, Ontario\nCanada\, M5V 1K4\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	Ping Pong activities are included with your NxG Membership; food & drinks will be available for purchase at SPIN Toronto. \n														\n	   Register now
URL:https://events.familyenterprise.ca/event/community-event-apr16/
CATEGORIES:All members,Family,NextGen
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BEGIN:VEVENT
DTSTART;TZID=America/Edmonton:20260423T160000
DTEND;TZID=America/Edmonton:20260423T180000
DTSTAMP:20260403T225436
CREATED:20260121T172547Z
LAST-MODIFIED:20260121T172547Z
UID:718230-1776960000-1776967200@events.familyenterprise.ca
SUMMARY:Kinnect Calgary: Mind Matters — Mental Health in Family Enterprises
DESCRIPTION:Open to All Members \nMental health is no longer a side conversation-it’s a leadership imperative. Join fellow Family Enterprise Canada members for this engaging and meaningful gathering that will bring to light the often-unspoken role of mental health in family enterprises. \nJoin your peers in Calgary as we engage in a thought-provoking conversation with Dr. Peter Jaskiewicz\, Patricia Saputo Distinguished Chair in Family Enterprise at the Telfer School of Management (University of Ottawa)\, as we explore how mental well-being influences leadership\, relationships and long-term success across family business systems. \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to all members of Family Enterprise Canada (this includes designated FEAs and FEA Candidates). \n\n	Where\n	\n	Calgary City Centre Building (map it)\n215 2 Street SW\nCalgary\, Alberta\nCanada\, T2P 1M4\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	$25 + tax \n	   Register now\n\n	Speaking\n	\n														\n\n	Peter Jaskiewicz\, MBA\, Ph.DPatricia Saputo Distinguished Chair in Family Enterprise at the Telfer School of Management (University of Ottawa)\n	\n	Peter was born into a business family in Poland and grew up in Germany. Wanting to understand why succession failed in his family’s business\, Peter researched family businesses during both his doctoral studies at the European Business School in Oestrich-Winkel\, and while visiting INSEAD\, Fontainebleau\, and IESE Business School\, Barcelona. Today\, he is a Full Professor of family enterprise at the Telfer School of Management in Ottawa\, where he founded and leads the Family Enterprise Legacy Institute. \nHis research is interdisciplinary and international in nature and regularly integrates research from sociology\, psychology\, management\, finance\, and family science. His work has been published in Strategic Management Journal\, Academy of Management Review\, Academy of Management Annals\, Journal of Management\, Journal of Management Studies\, Journal of World Business\, Journal of Business Venturing\, Entrepreneurship Theory & Practice\, Strategic Entrepreneurship Journal\, Harvard Business Review\, Asia Pacific Journal of Management\, and Family Business Review\, among others. His findings on family business have received numerous awards and were considered among the most globally influential scholarship in 2013\, 2015 and 2017. \nPeter has presented his research insights to members of the European Parliament\, the European Commission\, and employees of the United Nations. In addition\, he has also worked with the federal government in Canada. He is an associate editor of the leading journal in the family business field-the Family Business Review-and of the pioneering knowledge-sharing platform-familybusiness.org. He has been a visiting professor at IMD\, Lausanne (Switzerland)\, Zhejiang University (China)\, Sorbonne Business School and University de Nanterre (both France)\, and King’s College (United Kingdom)\, and is a frequent keynote speaker at both academic and practitioner conferences. He trains family business professionals on succession planning and supports the development of responsible next-generation owners and effective transgenerational teams. \nLearn more about Peter →
URL:https://events.familyenterprise.ca/event/community-event-apr23/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260525
DTEND;VALUE=DATE:20260529
DTSTAMP:20260403T225436
CREATED:20250806T152244Z
LAST-MODIFIED:20250806T152245Z
UID:717903-1779670800-1779929999@events.familyenterprise.ca
SUMMARY:Family Enterprise Symposium 2026
DESCRIPTION:Symposium 2023  \nSave the date! \nDetails TBD \n  \nWhen\nThursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \nWhere\nOttawa\, Ontario \nFairmont Chateau Laurier \n 
URL:https://events.familyenterprise.ca/event/symposium2026/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260603T130000
DTEND;TZID=America/Toronto:20260603T141500
DTSTAMP:20260403T225436
CREATED:20260318T170619Z
LAST-MODIFIED:20260318T170619Z
UID:718276-1780491600-1780496100@events.familyenterprise.ca
SUMMARY:Succession Without a Plan: Lessons From An Unexpected Transition
DESCRIPTION:Open to Guests & All Members \nMost succession stories begin with decades of careful planning-this one happened overnight. At just 29 years old and following the sudden passing of her father-the founder of a nationally recognized distribution business-Denna Mezuman stepped into a leadership role overnight with no succession plan in place. Within months\, COVID-19 added unprecedented operational and financial pressure. While navigating personal loss\, she worked alongside her mother and two siblings to stabilize and lead the business through uncertainty. Nearly four years later\, the family successfully completed a private equity-backed M&A transaction\, facilitated by one of the big four advisors. \nIn this candid and powerful session\, Denna will share what happens when succession doesn’t follow a timeline-and what business families can learn from navigating leadership in crisis. This conversation will explore: \n\nThe emotional and operational realities of unplanned succession\nLeading as a next-generation successor in your 20s and 30s\nNavigating family dynamics under pressure\nHow preparation-or lack thereof-shapes outcomes\nSimple\, practical steps owners can take now to begin their succession planning\n\nDenna’s story resonates particularly with next generation leaders-especially women-who are often underrepresented in succession conversations. It also speaks directly to current owners seeking to bridge today’s leadership with the next generation poised to inherit the business. This is not just a story about loss\, it is a story about resilience\, responsibility and why starting the succession conversation today may be the most important business decision you make. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to guests and all FEC Members. \n\n	Where\n	\n	Online via Zoom.\nThe session link will be emailed to registrants prior to the event.\n\n	Cost\n	\n	Included with your FEC Membership. \n\n	Contact\n	\n	For help with your registration\,\nemail events@familyenterprise.ca.\n	   Register now\n\n	Presenter\n	\n														\n\n	Denna Mezuman\n	\n	Denna brings more than 15 years of experience in business leadership\, sales\, and marketing across software\, technology\, and agency environments. Today\, she works with founders\, families\, and next-generation leaders as they prepare for ownership transition\, succession\, or a future sale. \nA second-generation business owner\, Denna stepped into leadership of her family’s company following the passing of her father\, who had led the business for 25 years. She carried full responsibility for its people\, performance\, and long-term direction\, guiding the business through uncertainty\, family dynamics\, and ultimately through a successful acquisition. This experience gave her firsthand insight into what it truly takes to prepare\, position\, and transition a business. \nDenna is often the first strategic point of contact for owners who know change is coming but are not yet clear on their options or the process ahead. She works alongside owners and future leaders to create clarity\, build structured transition roadmaps\, and prepare businesses for transition across both financial and operational levels. \nHer work focuses on reducing unnecessary risk\, simplifying complex decisions\, and strengthening the real value of what owners have built while preserving both legacy and long-term family continuity. \nLearn more and connect with Denna →
URL:https://events.familyenterprise.ca/event/community-event-jun3/
CATEGORIES:All members,Community Call,Family,FEA,NextGen,P.A.G,Progressive Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T170000
DTEND;TZID=America/Toronto:20260609T193000
DTSTAMP:20260403T225436
CREATED:20260226T153245Z
LAST-MODIFIED:20260320T155710Z
UID:718262-1781024400-1781033400@events.familyenterprise.ca
SUMMARY:Kinnect Toronto: Rooftop Sparks Before the Cup
DESCRIPTION:Open to All Members \nFive minutes. Big sparks. Lasting impact. \nJoin fellow Family Enterprise Canada members for a summer evening of cocktails\, fellowship and networking. High above Toronto on a gorgeous rooftop terrace\, we are excited to host an electric evening of connection\, ideas and pre-FIFA Cup energy. This rooftop gathering brings together leaders\, innovators and community builders for fast impact Sparks talks-five presenters\, five minutes each\, delivering insights that hit hard and stick. Add in powerful networking\, a skyline backdrop and the momentum of the world’s biggest event just days away\, and you’ve got a night designed to ignite. \nGrab your family members\, colleagues and/or fellow peer group members\, and join us for a fun and insightful summer evening of Family Enterprise! \nThis event is proudly brought to you by the Kinnect Toronto committee-volunteers committed to strengthening local community at Family Enterprise Canada. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to all members of Family Enterprise Canada. \n\n	Where\n	\n	CI Private Wealth (map it)\n15 York Street (Rooftop Terrace)\nToronto\, Ontario\nCanada\, M5J 0A3\n\n	Cost\n	\n	$30 + tax per attendee \n\n	Contact\n	\n	If you need assistance with registration\, please contact us at events@familyenterprise.ca \n	   Register now\n	 Please note: CI Private Wealth has several meeting rooms available on a first come\, first serve basis. This could be an excellent opportunity to host your monthly PAG meeting immediately ahead of our Rooftop Sparks event. If you would like to reserve a room for your group that afternoon\, please reach out directly to Andrea Purawec at apurawec@ciprivatewealth.ca. \nShould you choose to take up the offer\, below is also a list of a few restaurants nearby: \n\nE11even – Upscale tavern on the main floor of the building\nAria – Elegant Italian in a refined setting\nMercatto – Casual Italian in a bustling atmosphere\nThe Pearl – Upscale Chinese at Harbourfront\, overlooking Lake Ontario\nArianna – Avant-garde Italian cuisine located within the Harbour 60 Steakhouse\nHarbour 60 or Bardi’s – Classic steakhouse experience\nMiku – Sushi and Japanese cuisine\nThe Library Bar – High end cocktails and lounge menu at the Royal York Hotel\n\n\n	Grateful for your help:\n	\n				\n													\n	   Register now
URL:https://events.familyenterprise.ca/event/community-event-toronto-june9/
CATEGORIES:All members,Family,FEA,NextGen,Progressive Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Vancouver:20260610T160000
DTEND;TZID=America/Vancouver:20260610T180000
DTSTAMP:20260403T225436
CREATED:20260318T162809Z
LAST-MODIFIED:20260318T162809Z
UID:718271-1781107200-1781114400@events.familyenterprise.ca
SUMMARY:Kinnect Vancouver: Navigating Real Family Transitions
DESCRIPTION:Open to Guests & All Members – Join us in Vancouver for a candid panel discussion exploring generational transition through the lens of both rising gen leaders and founders. \nThis dynamic panel\, hosted downtown Vancouver on Wednesday\, June 10th\, will unpack the assumptions older generations often make about successors\, how the rising generation defines purpose and stewardship\, and the ways they hope to lead differently. Our panelists will also share obstacles they’ve faced\, how they’ve navigated them and practical strategies for bridging values\, expectations and leadership styles across generations. \nYou’ll walk away from this session with: \n\nA clearer understanding of what motivates the rising generation\nInsight into what worries founders during transitions\nPractical prompts to spark meaningful conversations at your next family meeting\n\nDon’t miss this opportunity to hear authentic voices from both generations and gain actionable insights for navigating succession with greater clarity and alignment. \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to guests and all members of Family Enterprise Canada. \n\n	Where\n	\n	MNP LLP (map it)\n609 Granville Street (#2400)\nVancouver\, British Columbia\nV7Y 1E7\, Canada\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	$20 + tax \n	   Register now\n\n	Moderator\n	\n														\n\n	Steve Ivacko\, CPA\, CMA\, TEP\, FEAPartner at MNP LLP\n	\n	Steve is a member of MNP’s Family Office Services team in Vancouver. With almost 20 years of integrated wealth planning experience\, Steve builds deep and lasting relationships with entrepreneurs\, professionals\, business owners and their families. He delivers proactive\, practical advice and solutions on tax\, estate planning\, continuity and succession\, governance and philanthropy\, bringing peace of mind to his clients\, and helping them ensure wealth continuity and transition within their families. \nSteve earned a Bachelor of Arts (BA) in finance and economics from the University of Western Ontario – Huron College in 1997. He is a Chartered Professional Accountant (CPA)\, qualifying as a Certified Management Accountant (CMA) in 2001. Steve completed the Canadian Securities Course in 2003 and In-Depth Tax – Owner Managed Business course in 2019. He is a Trust and Estate Practitioner (TEP) (2014) and a Family Enterprise Advisor (FEA) (2018). \nSteve 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. \nLearn more about Steve and MNP LLP →
URL:https://events.familyenterprise.ca/event/community-event-jun10/
CATEGORIES:All members,Family,FEA,NextGen,P.A.G,Progressive Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T170000
DTEND;TZID=America/Toronto:20260617T190000
DTSTAMP:20260403T225436
CREATED:20260226T145504Z
LAST-MODIFIED:20260325T142102Z
UID:718257-1781715600-1781722800@events.familyenterprise.ca
SUMMARY:Kinnect London: Family Enterprise Wealth Reframed
DESCRIPTION:Open to All Family Members \nPlease join us in London for a practical fireside chat on the Total Family Wealth Portfolio-a whole‑balance‑sheet for enterprise families. We’re excited to share that Mehendi Kamani\, President of Tall Oak Capital Advisors\, will be speaking on how to approach wealth management so that it integrates investment strategies\, risk\, liquidity and governance with your operating companies\, your current family needs and your multigenerational family legacy. \nTogether\, we will discuss how to effectively manage wealth\, diversify\, maintain liquidity and make disciplined decisions that build continuity across generations. Light snacks and drinks will be provided\, so come out and connect with your local family enterprise community in the greater London\, Ontario area! \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted\, particularly for any advisors attending the event. \n\n	Event Details\n	\n\n	When\n	\n	Thursday\, April 9\, 202612:00 PM - 1:00 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to Family Members of Family Enterprise Canada\, and their guests. Space is limited. \n\n	Where\n	\n	BlueRoots (map it)\n102-100 Wellington St.\nLondon\, Ontario\nCanada\, N6B 2K6\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	Included with your FEC Membership. \n	   Register now\n\n	Speaking\n	\n														\n\n	Mehendi KamaniPresident of Tall Oak Capital Advisors\n	\n	Mehendi is President and founding partner of Tall Oak Capital Advisors\, where he leads a team dedicated to supporting multi-generational families\, foundations and businesses. \nDrawing on over 25 years of experience in financial services\, and his Family Enterprise Advisor (FEA) designation\, Mehendi guides clients through integrated wealth planning\, governance and continuity strategies. He works directly with high-net-worth families to uncover their goals and address complex wealth\, estate and tax needs\, always with a focus on stewardship and long-term success. Mehendi is committed to community service\, including his role as Past-Chair of Goodwill Industries\, Ontario Great Lakes. \nLearn more about Tall Oak Capital Advisors →
URL:https://events.familyenterprise.ca/event/community-event-june17/
CATEGORIES:All members,Family,NextGen,P.A.G,Progressive Experience
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