Credentials

Having advisors who are well-qualified members of professional organizations gives you peace of mind about those with whom you are consulting about the success of your family’s wealth portfolio, business enterprise, and professional practice. With experience comes wisdom; with study comes a wider awareness of additional strategies and pathways to success!

By staying connected to professional associations and always furthering our educational goals, our advisors are keeping up to date in the industry’s latest best practices, and the ever-expanding range of topics that will directly affect your wealth, your enterprise, and your legacy. We read trade journals, attend conferences, present workshops, take courses, and confer with respected peers on an ongoing basis.

In case you’re interested, we’ve prepared for you links to a number of the institutions and associations that have provided our team with professional qualifications, which you can see here. We are always working to upgrade and expand our knowledge base, and this list might seem a little dry, but the main idea is this: we work hard to stay at the forefront of our profession.

If you have any more questions about our qualifications, please ask.

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Credential	Abbreviation	Accrediting or Designating Body
Family Enterprise Advisor	FEA	Institute of Family Enterprise Advisors
Advanced Certificate in Family Wealth Advising	ACFWA	Family Firm Institute
Advanced Certificate in Family Business Advising	ACFBA	Family Firm Institute
Fellow, Family Firm		Institute Family Firm Institute
Certified Financial Planner	CFP	Financial Planning Standards Council
Chartered Professional Accountant	CPA, CP	Chartered Professional Accountants Canada
Chartered Investment Manager	CIM	Canadian Securities Institute
Certified Executor Advisor	CEA	Canadian Institute of Certified Executor Advisors
Registered Financial Planner	RFP	Insitute of Advanced Financial Planners
Chairman’s Council Elite (2019)		Assante Wealth Management
Bachelor of Arts, Business & Aviation	BA	Trinity Western University School of Business and Aviation Studies
Bachelor of Commerce	Bcomm	Athabasca University
Bachelor of Math, Mathematics, & Computer Science	BMath	University of Waterloo Bachelor of Math (Co-op)
Bachelor of Business Administration, Management & Finance	BBA	Vancouver Island University
Bachelor of Arts, English Literature & Economics	BA	University of British Columbia
Canadian Investment Funds Course	CIFC	Investment Funds Institute of Canada
Canadian Securities Course	CSC	Canadian Securities Institute
Certificate, Family Enterprise Advisor		University of British Columbia, Sauder School of Business, Family Enterprise Advisor Program
Conduct & Practices Handbook Course		Canadian Securities Institute
Financial Management Diploma	Fin.Dip.	BC Institute of Technology, School of Business, Financial Planning Option
Life Licence Qualification Program	LLQP	Insurance Council of British Columbia
Investment Management Techniques	IMT	Canadian Securities Institute
Portfolio Management Techniques	PMT	Canadian Securities Institute

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

Since we began working with the Legacy Family Office team nearly 5 years ago, through holding family meetings with our children and working with us to understand our needs, they helped us navigate the transition of selling our business, and then identified potential issues regarding our estate planning and family legacy. As a result, we were able to head off these issues so that they never became a problem. We sincerely value their care, wisdom, and guidance in looking after our family.

Sid & Lyn
I can live my retirement relaxing in the knowledge that I am in really good hands.

Muriel
Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

Alan & Margaret
Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.

Leo, Frank, Carl, and Conny
We are so glad we began working with Legacy Family Office two years ago. They walked us through some tough questions and immediately identified – and addressed – significant gaps in our financial lives. Less than a year later, Geoff was diagnosed with Kidney Cancer. Without their help to put a proper Financial Plan in place and see it through, our business and personal finances may have taken a hit that would’ve taken years to recover from.

Geoff & Asa
[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

Jim and Phyllis
I have been extremely pleased in working with the Legacy Family Office team. They are professional, attentive to all of the details, and have worked hard to understand my family’s particular needs across the extended family. They see broadly and can also drill down to get done what needs doing. They have assisted with Trust matters, estate planning, business needs, philanthropic planning, and more. I can trust them to do an excellent job.

Rosemary and Family
I know so many families where only one person manages the finances. Having Legacy Family Office both involved and taking care of your entire family has been vital to building our legacy. I don’t know what we would’ve done without their guidance and support (over the last 5 years).

Naomi & Family
Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

Colin and Catherine