FEX National Next Generation Meet-Up

Our FEX Family Community: Together at Home

Enjoy Social Distancing with Distant Socializing!

Join FEX Next Generation Ambassadors Jennifer Lahey and Derek Johnson and other FEX Next Gens from across the country for an interactive discussion and educational session with FEA expert guests Adam E Carter and Leigh Vyn who will, for the first half hour, lead a presentation discuss on Ownership Transfer and Succession Planning. This presentation will be followed by the “Mentoring Family Story” from long standing FEX Member Koel Loyer as he talks about his journey through Ownership Transfer and Succession Planning in his own family business. Not to worry there will also be lots of time to socialize with each other and discuss what’s most important to you, while you share your insights and topics on your mind about what’s happening with your family and family enterprise during this unprecedented time with other family business Next Generation members.  Your FEX Community is here to support, encourage and engage.  We’ll take this time together and, always remember, YOU are not alone.

Expert Guests:

Adam E Carter CPA, CA, CBV, FEA

Adam E. Carter, CPA, CA, CBV, FEA, is a Vice President, Business Advisory & Transition Planning,for BMO Private Wealth. Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Other areas of experience include corporate restructuring and insolvency, financings, financial modeling & projections and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Leigh Vyn CPA, CA, CFP, FEA

Leigh Vyn CPA, CA, CFP, FEA, is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand client’s specific goals and objectives, she brings her extensive subject matter expertise to help guide families through the unique opportunities and challenges that they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance. Leigh can skillfully take complex tax and estate issues, and speak to clients about these in a way that they can easily understand. In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. For four years, Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

Event: FEX Family Meet-Up & Conversation

When: Thursday June 4, 2020

Co-Hosted By: FEX Next Gen Members Jennifer Lahey and Derek Johnson

Where: Online; Registrants will be emailed the link and pass code on the day of the event 

Please Note:  This event is only for current FEX Family Members