What We Do

It is a proven pattern in all societies that wealth cycles from shirtsleeves to shirtsleeves in three generations. Why is this pattern so prevalent and how can a family sustain wealth over generations?

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 these conversations with your family, you will give them the tools they need for successful transition.

We believe that succession is a process, not an event. Start early to maximize value and prepare the next generation.

For most business owning families, the business is the largest asset, so the family deserves thoughtful and experienced advisors who can navigate unique and sensitive dynamics.

We work with business families to create and execute family financial plans that span several generations. Taking the 100 year view can change everything.

Family Financial Roundtable Diagram

Our Process

Family Financial Diagram

The Family Financial Roundtable enables families to have financial conversations in a safe, open and honest environment. Through these meetings, we help your family talk about your business and financial matters together. Our team works with your family to ensure these conversations are respectful, accountable and relevant to your family’s unique needs. Move your conversations from the kitchen table to the boardroom table.

The Family Financial Roundtable will help your family develop:

  • Clear agreements and understandings about the future of your business and/or wealth
  • Clarity of roles and relationships in management and governance
  • New leadership and the passing of responsibility, ownership and capabilities
  • Individual development of skills to deal with financial complexity and expert advisors
  • Positive supportive relationships amongst family members

We also provide financial education for young adults,

visit www.xponentialinc.ca to learn more.