Advising Business Families

We work with business families to help identify areas that need to be addressed, and work with you to create and execute a plan to help your family succeed.

Family Meetings · Business Acumen Training · Capital Structuring · Tax and Estate Planning · Financial Education · Human Resource Consulting · Turnaround Management · Preparation for Sale · True Colour Assessments

Canadian Family Financial

It is estimated that only 30% of family businesses keep their doors open into the next generation. Succession planning will set your company up for success and help your family protect the legacy of your business.

Our goal is to help you attain prosperity with purpose. We work with families to help ensure that they are taking steps to adequately prepare heirs for managing family business and wealth, and help facilitate successful transitions from generation to generation.

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FAMILY

Every family is unique. Every family business is also unique. We understand family business, and invest the time working with you to determine what keeps you awake at night.

VALUES

At Canadian Family Financial, we believe that as your children and grandchildren grow up, it is important to teach them about your family values, philanthropy, and their inheritance. By having intentional conversations with your family, you will give them the tools they need for successful transition.

SECURITY

When working with our firm, your family’s privacy and information is guarded with a high level of discretion. You can trust us to be professional and discrete.

PLAN

Running a family business can be one of the most rewarding; yet difficult pursuits you and your family will undertake. It will push you to your limits. Be prepared for anything with a comprehensive succession plan. Taking the steps necessary to prepare will set you up for successful transition.

FAMILY BUSINESS

We are a family business as well, and understand the unique challenges that family business brings. Your family & business are in good hands.

EXPERIENCE

We have experience in tax, estate planning, family office administration, and human resources. We also are IFEA and CAFÉ members. Please see the ABOUT US section for more information.

Our Associations

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