Dr. Julie  A. Morton, Fea, Q.Med

Dr. Julie A. Morton, Fea, Q.Med Email and Phone Number

Founder and Chief Continuity Officer @ Toronto, ON, CA
Toronto, ON, CA
Dr. Julie A. Morton, Fea, Q.Med's Location
Toronto, Ontario, Canada, Canada
Dr. Julie A. Morton, Fea, Q.Med's Contact Details

Dr. Julie A. Morton, Fea, Q.Med personal email

n/a
About Dr. Julie A. Morton, Fea, Q.Med

I am a high-performing, results-oriented, 3rd generation family business professional providing strategic consultation and coaching from directors to c-suite business leaders in public and private organizations, and affluent families within the Family Enterprise System. I have a PhD in Organizational /Interpersonal communication and have taught, consulted, and acted as governance advisor to multigenerational family companies. Results, over almost 3 decades, have shown that I have utilized extremely effective, proven tools, techniques, and leadership helping high functioning successful businesspeople, and affluent families challenge their status quo, create new mindsets, new skillsets, new behaviors, and improved relationships. My driving purpose is to create ease in life.Taking time to set your personal house in order becomes not just something that you'd like to do one day, but holds greater urgency as you age, wish to retire and/or become ill. It is a gift you give yourself, your family, your company, your friends, and your community. Learn how you, and your family members, can consciously, powerfully, and effectively learn to Live the Legacy You Want to Leave. My goal in working with families is to help them to effectively manage family issues relating to transition and/or succession, building and strengthening trusting and satisfying relationships; improving communication; conflict resolution; strategic thinking; personal empowerment; living life with fewer regrets; resilience; financial responsibility; philanthropy and good governance. My goal in working with the aged, retired/ing and/or ill is to create opportunities to ameliorate regrets and guilts, facilitate important conversation, improve relationships, aid with personal indiscretion management in a confidential way that maintains dignity and integrity, and to make sure you maintain your rights, agency, and ability to make decisions and to navigate family tensions.AREAS OF SPECIALITY:Communication, facilitation, mediation, conflict management/resolution, governance, soft skills and resilience educator, building trusting relationships, heir preparedness, change management, transition/ succession, the nexus where family emotion interacts with family finance, working with the Return on Human Relations to initiate change, philanthropy and enhancing one's ability to make and execute key and informed decisions.When you would like to learn more about how I can assist you, please contact me.

Dr. Julie A. Morton, Fea, Q.Med's Current Company Details
Strategic Legacy Solutions

Strategic Legacy Solutions

Founder and Chief Continuity Officer
Toronto, ON, CA
Dr. Julie A. Morton, Fea, Q.Med Work Experience Details
  • Strategic Legacy Solutions
    Founder And Chief Continuity Officer
    Strategic Legacy Solutions
    Toronto, On, Ca
  • Strategic Legacy Solutions
    Founder/Chief Continuity Officer
    Strategic Legacy Solutions Mar 2023 - Present
    Canada
    I decided to return to my original company, Strategic Legacy Solutions, after choosing to part ways from Our Family Office. I am the Founder and leader of a loose association of professionals providing wholistic, bespoke, solutions for unique issues faced by affluent individuals, families, family businesses, and boards - including end of life and illness-related concerns.
  • Life
    Taking Time For Me And Thinking About Next Steps
    Life Dec 2022 - Mar 2023
    The World
    After working in variations of the same role my entire adult life, I am ready for a new and interesting challenge and am taking some time to think about what I want it to be. Any suggestions are welcome.
  • Our Family Office Inc.
    Chief Continuity Officer
    Our Family Office Inc. Nov 2017 - Dec 2022
    Canada
     Worked with Canada’s first truly integrated family office where affluent families protect and grow their wealth while preserving the their legacies for the future. (Finalist in Family Wealth Reports Awards, 2021, 2022). Functioning as part of a wholistic team comprised of wealth managers, investment advisors, the CEO and CIO, and created and developed the role leading the team regarding any elements pertaining to human/family dynamics occurring at the nexus of wealth and individuals, governance, succession/transition, and conflict resolution. Putting concrete numbers demonstrating the Return on Human Relations was a significant lever to help individuals and families comprehend the impact of their dysfunctional relationships and create impetus for change.
  • Conscious Legacy Coaching
    President-Founder
    Conscious Legacy Coaching Sep 2003 - Jul 2017
    Canada
     Founder and leader of a holistic and interconnected group of professionals (accountants, lawyers, financial planners, therapists, coaches etc.). I specifically created and implemented bespoke solutions addressing the unique issues faced by high profile individuals, including multi-generational ultra-high net worth families and senior executives to c-suite individuals of both public and private companies, boards, and board members. Public companies (with their consent) include: all Schedule A Banks, Symcor, Telus, KPMG, Postmedia Network, La Cei McCormick, E.I. Dupont, Yamaha Motor Company. (Privately owned business client list is confidential). Primary issues dealt with include all the area of specialty listed above. The business was known for putting families first to ensure they remained healthy, wealthy, and connected. Most of the private client companies I work with do not have boards. I have provided an active advisory role to (ultra) high net worth families and/or C-suite individuals, covering a broad spectrum of governance issues including: policy; succession and founder’s exit; leadership assessment and talent strategy (board and operational); stakeholder engagement; family meetings; preparing the next generation to be ready to assume both specific roles and financial wealth; board constitution; divestiture of large company assets; ensuring personal and corporate wills and/or insurance; and restructuring.
  • Schulich School Of Business - York University
    Adjunct Professor Of Entrepreneurial Studies
    Schulich School Of Business - York University Jan 2008 - Apr 2017
    Developed every aspect of course design: from preparation and evaluation of course outline, to lecturing, exam creation and student mentorship.
  • Rbc
    Executive Coach
    Rbc Jan 2010 - Jul 2016
    Canada
     Specialized in Communication and Circumstance coaching for Sr. Executives (Director to VP). Coaching foci: recognizing and transforming self-limiting behaviors, strengthening relationships, strategic thinking, enhances abilities to make and execute informed decisions, delegation, oversite.
  • Strategic Legacy Solutions
    President-Founder
    Strategic Legacy Solutions Jul 1996 - Aug 2003
    Canada
    President-Founder of a coaching company for business professionals from Director to C-suite, Board members, and family business company owners.

Dr. Julie A. Morton, Fea, Q.Med Skills

Executive Coaching Succession Planning Leadership Development Strategic Planning Organizational Effectiveness Coaching Management Consulting Organizational Development Change Management Training Public Speaking E Learning Workshop Facilitation Leadership Employee Training Management Training Delivery Start Ups Career Development Consulting Employee Engagement Talent Management Performance Management Personal Development Strategy Team Building

Dr. Julie A. Morton, Fea, Q.Med Education Details

  • Michigan State University
    Communication-Interpersonal, Organizational, Small Group Dynamics, Non-Verbal
  • University Of Toronto - Rotman School Of Management
    Board Risks, Duties, Responsibilities, Strategies, Relationships, Succession, Implementing Ideas
  • Institute Of Peace And Conflict Studies, Conrad Grebel University College, Waterloo, Ontario
    Institute Of Peace And Conflict Studies, Conrad Grebel University College, Waterloo, Ontario
    Conflict Managememt, Mediation, Negotiation, Narratives, Community Justice Initiatives
  • Sauder School Of Business, University Of British Columbia
    Sauder School Of Business, University Of British Columbia
    Strategy, Boards And Family Councils, Continuity Planning, Business Family Dynamics, Advising
  • Adler School Of Professional Coaching, University Of Toronto/Oise, And The International Coaching Federation
    Adler School Of Professional Coaching, University Of Toronto/Oise, And The International Coaching Federation
    Performance, Learning, Fulfillment, Relationships, Process, Conversation, Awareness, Trust
  • 	Creative Problem-Solving Group, Buffalo
     Creative Problem-Solving Group, Buffalo
    Advanced Facilitator Training
  • 	The Family Firm Institute: Boston
     The Family Firm Institute: Boston
    What Every Family Business Advisor Needs To Know, The Launching Pad
  • The Family Firm Institute, Boston
    The Family Firm Institute, Boston
    Multi-Disciplinary Advising, Genograms
  • 	Posi-Trak Coaching And Consulting Inc.:
     Posi-Trak Coaching And Consulting Inc.:
    Trans-Visional Coaching For Collaborative Work Groups And Teams
  • 	Living Systems Team Approach To Coaching
     Living Systems Team Approach To Coaching
    Team Coaching
  • 	The School Of Shadow Coaching
     The School Of Shadow Coaching
    Advanced Coach Training In The Shadow Coaching Model
  • Wexner Heritage Foundation
    Wexner Heritage Foundation
    Community Leadership

Frequently Asked Questions about Dr. Julie A. Morton, Fea, Q.Med

What company does Dr. Julie A. Morton, Fea, Q.Med work for?

Dr. Julie A. Morton, Fea, Q.Med works for Strategic Legacy Solutions

What is Dr. Julie A. Morton, Fea, Q.Med's role at the current company?

Dr. Julie A. Morton, Fea, Q.Med's current role is Founder and Chief Continuity Officer.

What is Dr. Julie A. Morton, Fea, Q.Med's email address?

Dr. Julie A. Morton, Fea, Q.Med's email address is jm****@****ing.com

What schools did Dr. Julie A. Morton, Fea, Q.Med attend?

Dr. Julie A. Morton, Fea, Q.Med attended michigan State University, University Of Toronto - Rotman School Of Management, Institute Of Peace And Conflict Studies, Conrad Grebel University College, Waterloo, Ontario, Sauder School Of Business, University Of British Columbia, adler School Of Professional Coaching, University Of Toronto/oise, And The International Coaching Federation,  Creative Problem-Solving Group, Buffalo,  The Family Firm Institute: Boston, The Family Firm Institute, Boston,  Posi-Trak Coaching And Consulting Inc.:,  Living Systems Team Approach To Coaching,  The School Of Shadow Coaching, Michigan State University - Eli Broad College Of Business, Wexner Heritage Foundation, Ontario Institute For Studies In Education Of The University Of Toronto.

What are some of Dr. Julie A. Morton, Fea, Q.Med's interests?

Dr. Julie A. Morton, Fea, Q.Med has interest in Teaching, Golf And Hanging With My 5 Guys, Writing, Baking, Scuba Diving, Enjoy Reading, Photography, Writing And Establishing Standing Tall, Sailing, Asia.

What skills is Dr. Julie A. Morton, Fea, Q.Med known for?

Dr. Julie A. Morton, Fea, Q.Med has skills like Executive Coaching, Succession Planning, Leadership Development, Strategic Planning, Organizational Effectiveness, Coaching, Management Consulting, Organizational Development, Change Management, Training, Public Speaking, E Learning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.