Shelley Forsythe FEA CFP TEP MFA-P

My Engagement Groups FEA PEER GROUPS FEA Peer Group 2 Regions B.C. Last updated: 2026-03-12 Ms. Shelley Forsythe FEA CFP TEP MFA-P FEA -- Regions: B.C. Organization Information BMO Family Office 595 Burrard Street, 9th Floor Vancouver British Columbia V7X 1L7  Canada  [ Map ] 7789575881 (Phone) Professional Bio:   I educate business families with making good, informed decisions regarding their wealth and thinking through governance frameworks and processes for intergenerational success. Areas of Practice:   Education, Estate Planning & Trusts, Family Business Advising, Financial Planning, Succession Planning, Wealth Management Preferred First Name:   Shelley Our Member Directory encourages community connection. Do you wish to be REMOVED?:  I want to be INCLUDED in the directory Certifications 2020-2021 FEA CE Credits, 2022 FEA CE Credits, 2023 FEA CE Credits, 2024 FEA CE Credits