Connect with more families, connect with more business

Whether you are an accountant, lawyer, banker, financial advisor or a trusted family insider, the Business Families Centre’s FEA Program augments your formidable technical skills with strategies and tools to incorporate social and human considerations into your role as a trusted advisor. This program uses a multi-disciplinary approach where advisors learn to integrate their own discipline with those of other professionals in order to provide collaborative and complementary advice to business family clients. This approach has the added benefit of allowing advisors to build their professional networks to both maintain current clients and attract new ones.

In completing this program, an advisor not only grows their interpersonal intelligence; they create a substantial competitive advantage for themselves for a comparatively small investment of time and money. 

For questions regarding the FEA Program, please e-mail Peter Cotterill or phone 604.822.2790.   

"Every day in my practice, I see the importance of understanding the true nature of business family issues. I also perceive how important it is to handle the complex relationships between family owned businesses and the families that own and control these businesses. This program will give you the knowledge and tools to better understand business/family relationships. Ultimately, it should assist you in providing better advice—and better value—for your business family clients." Advisor Program Graduate | John Bathurst, CA, CFP, FEA VP & Regional Director Wealth Services, BC BMO Harris Private Banking