Creating successful transition and continuity planning by protecting and enhancing family unity and wealth. Bringing a “soft” and “hard”, or “relational” and “financial / structural”, perspective to our engagements, we work on: (i) supporting and enhancing the individuals in the family and business system; and (ii) supporting these relational and behavioural changes with the introduction of appropriate structures and processes in each aspect of the harmonized system (family, ownership and… Show more Creating successful transition and continuity planning by protecting and enhancing family unity and wealth. Bringing a “soft” and “hard”, or “relational” and “financial / structural”, perspective to our engagements, we work on: (i) supporting and enhancing the individuals in the family and business system; and (ii) supporting these relational and behavioural changes with the introduction of appropriate structures and processes in each aspect of the harmonized system (family, ownership and business). It is deep within the behaviour of the individuals and the group together that solutions like, but behavioural solutions alone will not get each generation to their respective goals.Understanding the array of skills necessary to help each generation to gain the capacity to reach these goals: leadership development, strategic planning, organizational development, effective decision-making, mediation, governance structures, family dynamics, business savvy, experiential education, coaching, and so on. All of this centres on capacity building and developing competencies that will directly support the family and business success. Show less

Audit Partner, PwC’s Private Company Service (PCS) Group - 2003 – 2012- Trusted advisor to clients in the Greater Toronto area (GTA) on various business and ownership opportunities and issues, such as succession (management and ownership), growing their businesses, people and change issues, etc. - Broadly skilled advisor with extensive experience in auditing Canadian private companies, acquisition scenarios, information technologies, business process improvement, change management and… Show more Audit Partner, PwC’s Private Company Service (PCS) Group - 2003 – 2012- Trusted advisor to clients in the Greater Toronto area (GTA) on various business and ownership opportunities and issues, such as succession (management and ownership), growing their businesses, people and change issues, etc. - Broadly skilled advisor with extensive experience in auditing Canadian private companies, acquisition scenarios, information technologies, business process improvement, change management and business development.- Experience with large and small local, national and multinational private companies. Leader of the PwC GTA / South Western Ontario (SWO) Japanese Practice - 2009 – 2012- Leadership of the PwC multi-disciplinary (audit, tax and consulting and deals) team focused on serving the needs of Canadian subsidiaries of Japanese based parent companies in the GTA / SWO area.- Development and leadership of the execution of the multi-disciplinary (audit, tax and consulting and deals) go-to-market strategy to grow the PwC GTA / SWO Japanese Practice .Co-leader of the PwC PCS Group in GTA - 2003 – 2010- Co-leadership of the PwC multi-disciplinary team focused on serving private businesses, their owners and families in the GTA area.- Lead the execution of the PwC GTA multi-disciplinary go-to-market strategy, including having responsibility for the PwC GTA based sales and marketing resources.- Lead the development of the PwC GTA CEO Connect Dinner series, including the hosting and facilitating of the CEO dinners. Built a community of GTA based owners and CEOs of private businesses.Member of PwC PCS National Leadership Group - 2003 - 2010National leader of PwC e-business Advisory Services Group - 1999 - 2002Partner, Technology, Information, Communication and Media Industry - 1995 - 1999Partner, PwC GTA Japanese Practice - 1992 - 2012Price Waterhouse, GTA practice - 1984 - 1992Price Waterhouse, Sweden - 1983 – 1985Price Waterhouse, Winnipeg - 1977 – 1983 Show less