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May 2022

Family Enterprise Advisor Program Q & A

May 26, 2022 @ 1:00 pm - 1:45 pm EDT

Interested in the Family Enterprise Advisor (FEA) Program? We will discuss the complexities of the field of family enterprise advising and Academic Director, Wendy Sage-Hayward, will discuss the core teachings of the FEA Program and how it can enhance your technical skills. We will explain the qualifications required to be accepted into the Program and the application process. Details will also be provided on the upcoming cohorts, course modules, family business team project, certification process and the benefits of being…

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Symposium 2022 (SOLD OUT!)

May 30, 2022 - June 1, 2022

Symposium 2022 is our signature conference for the family business community taking place in beautiful downtown Vancouver, where you can expect dynamic keynote speakers, interactive skill-building workshops, family stories and engaging panel discussions that are all uniquely tailored to the family business experience.

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National Family Enterprise of the Year Award Celebration at Symposium

May 30, 2022 @ 5:00 pm - 7:00 pm PDT

We are excited to host the National Family Enterprise of the Year Award (2021) celebration in-person at Family Business Symposium in Vancouver! We invite you to join us as we honour and celebrate the family enterprise community and our four Finalists: Gerrie Electric Wholesale Limited, GROUPE AGF INC., Kalesnikoff, and WCD (please see below for more information on these outstanding family businesses). Established in 1986, the Family Enterprise of the Year Award (FEYA) is given annually by Family Enterprise Canada…

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June 2022

FEA Program Fireside Chat

June 15, 2022 @ 3:00 pm - 4:00 pm EDT

Interested in earning the FEA Designation? Get the inside scoop on the experience and impact of the Family Enterprise Advisor (FEA) Program and Designation in this Fireside Chat! Join designated FEAs Julia Chung, Jeff Noble and Kieron Hayes in a candid fireside chat as they share their key learnings, how the program shifted their practice and the ongoing benefits of being part of the FEA community. This session will provide you with insights into the FEA Program and how it…

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Community Call: Challenges Faced by Retiring Business Owners and the Advisors Who Serve Them

June 16, 2022 @ 1:00 pm - 2:00 pm EDT

Selling the family business is a stressful and emotional process. Walking away from "the baby" a founder created is very hard to do. One of the things that makes it hard is the fear of the unknown that lies ahead "What will life-without-my-company be like? How should I plan my next chapter?" Join the discussion with Susan Latremoille, FEA, ICD.D, CPRC, MBA who specializes in working with advisors and their clients as they make this transition to their next chapter.…

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September 2022

Annual General Meeting

September 13, 2022 @ 2:00 pm - 3:00 pm EDT

Join us for our Annual General Meeting (AGM). All members in good standing are encouraged to attend. You are required to register in advance in order to participate. Event Details When Where Online via Zoom Relevant Documents and Forms View the Official Notice Member Voting and Proxy Form Annual Report 2021-2022 Register Now

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October 2022

Family Business Tour – Doortech Mfg. and Distribution Ltd.

October 19, 2022 @ 4:00 pm - 6:00 pm CDT

We are delighted to be able to meet in person again!

Family business tours have always been a hit with our community as they provide an opportunity to bring the community together in a casual and fun environment to learn more about a local family enterprise. Come meet Fred and Jocelyn Perrier of Doortech who have offered to host a tour at their facility and share with us their story behind the Perrier family’s success, now celebrating its 20th year in business!

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Passing the Baton: Interactive Decision Tree Tool for Continuity Planning

October 20, 2022 @ 1:00 pm - 2:00 pm EDT

According Family Enterprise Foundation recent research report, called "Ready, Willing And Interested - or Not? Canadian Family Business Transition Intentions", ownership of more than 60% of Family Enterprises will be changing hands within the next decade.  That is the largest and most valuable transition of family business wealth in Canadian history. The best time to start a successful family continuity plan is NOW!  If the current stewards are prepared to invest the time, energy, and money to develop governance systems…

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Family Enterprise Advisor Program Q & A

October 27, 2022 @ 1:00 pm - 1:45 pm EDT

Interested in the Family Enterprise Advisor (FEA) Program?

We will discuss the complexities of the field of family enterprise advising and Academic Director, Wendy Sage-Hayward, will discuss the core teachings of the FEA Program and how it can enhance your technical skills.

Find out more »

January 2023

Family Business Tour – Velan Inc.

January 17, 2023 @ 7:30 am - 9:30 am EST

Come and hear the Velan Family Story and see what has helped them be so successful not only in Canada but across the globe after 70 years in the industrial valve business.

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