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Your business is unique, and as a family enterprise, you measure success based on generations and values. From assessing the best charitable giving strategies to protecting and diversifying your family’s wealth, managing family cohesion and establishing appropriate governance, you face a wide range of unique challenges and demands. We get that your decisions are a very personal matter and aren’t always about business.
A key concern at the heart of many of these issues is building and protecting your family’s legacy. This requires business owners like you to maintain an ongoing balance between making decisions in the best interests of your family and pursuing what matters most to the enterprise. As an important contributor to the Canadian economy, you’re looking for insights and solutions to help you manage both ownership and growth.
Your vision. Your agenda. Our commitment.
Your business is growing. It’s time to look ahead and take things to the next level. We can help you achieve your goals through what we call the Owner’s Agenda. It’s a framework we’ve designed to help you develop both your ownership and business strategies in a consistent and integrated way.
It’s a human-led, technology-driven approach that meets you where you are on your business journey. With the right technology paired with a team that can translate your data into powerful insights, we can help you deliver sustained outcomes and growth.
Together, we can find new opportunities and shape the future of your business. We’ll help you transform today’s ideas into tomorrow’s outcomes.
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The Owner’s Agenda for your family business
From legacy building to exit strategies to professional wealth management, the Owner's Agenda captures the key challenges family businesses are facing.
Our Family Enterprise network
Find your local family enterprise advisor. Our passionate and experienced community of solvers understands the balance required when making decisions for your family and your enterprise. We’ll bring the perspective you need to prepare for the future, drive growth and secure your legacy. Reach out to learn more.
Partner, Philanthropic Advisory and Family Enterprise Services, Toronto, PwC Canada
+1 416 218 1452
Partner, Family Enterprise Services, Toronto, PwC Canada
Manager, Business and family dynamics, values and legacy, GTA, PwC Canada
Chantal Copithorn
CPA, CA Partner, Family Enterprise Services CPA, CA Private Company Services, Oakville, PwC Canada
+1 905 815 6354
Kevin Robertson
CPA, CA, FEA, National Tax Leader, Ottawa, PwC Canada
Humaira Hussain
Director, PwC Canada
Joseph Moyer
Elisabeth Finch
Jyothi Rao
CA, BC Tax Markets Leader, Vancouver, PwC Canada
Janice Agar
Jean-François Thuot
Quebec Tax Leader, Quebec, PwC Canada
Yves Bonin
Santino Gurreri
CFA Vice Chair and Managing Partner, Quebec and Eastern Canada Region, Montreal, PwC Canada
514-205-5000
Carlie Fragomeni
Manager, Private Company and Family Office Services, Edmonton, PwC Canada
Business Tax Solutions Leader, Calgary, PwC Canada
Stephanie D. Boldt
FCPA, FCA, TEP, Winnipeg Managing Partner and Tax Leader, Winnipeg, PwC Canada
+1 204 926 2427
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