The SuccessCare Program
The SuccessCare Program


Who makes the decisions?
An ancient proverb decrees: if you wish to know what a man is, place him in authority.

I've got forty years in harness; how do I exit my family business?
More and more, smart family business leaders are keeping their options open when it comes to transitioning their companies into a new generation of leadership.

The circle of life works in family business
"It took me six months to figure out why I was so happy"


Find a SuccessCare Affiliated Advisor


USAOntarioEastWestPrairieThe following advisors endorse the SuccessCare® Program's holistic approach to transition planning. Their role is to guide you and your family through the transition planning process so you can ultimately develop a plan that meets your specific needs.

Western Canada

NameFrank Allen
OrganizationThe Frank Allen Financial Group Inc.
Service AreasVancouver & Vancouver Island
Phone250-753-2101
Emailfrank@frankallenfinancial.com
Websitewww.frankallenfinancial.com
NameFrancine Z. Carlin, MA
OrganizationBusiness Harmonizer Group
Service AreasVancouver
Phone604-624-9171 and 250-653-4025
Emailfrancine@businessharmonizer.com
Websitewww.businessharmonizer.com

Prairie Provinces 
 

NameJerry Gedir
OrganizationContinuity Resources Group
Service AreasWestern Canada
Phone306-668-7575
Fax306-933-2466
Emailjgedir@continuity.ca
Websitewww.continuity.ca
NameGeorge Hamel
OrganizationGeorge A. Hamel Professional Corporation
Service AreasNorthern Alberta / Saskatchewan
Phone780-416-2829
Fax780-416-2820
Emailgahamel@shaw.ca
NameBrian Leipert
OrganizationLeipert Financial Group
Service AreasSaskatchewan / Western Canada
Phone306-359-0776
Fax306-757-0776
Emailinfo@leipertfinancial.com
Websitewww.leipertfinancial.com
NameDoug Roche, CFP, CLU
OrganizationRTR Advisory Group
Service AreasAlberta / Western Canada
Phone780-428-5321
Fax780-421-1305
Emaildoug@rtradvisory.com
Websitewww.rtradvisory.com

  

Ontario

NameTerri Heggum-Allen
OrganizationLoftus Allen & Co.
Service AreasToronto / Ontario / Canada
Phone905-566-7333 or 1-866-749-9228
Fax905-337-8260
Emailtha@loftusallen.com
Websitewww.loftusallen.com
NameDoug McCaw
OrganizationStonegate Private Counsel
Service AreasCentral & South Western Ontario
Phone519-763-1977
Emaildmccaw@stonegatepc.com
Websitewww.stonegatepc.com
NameJ. Douglas McLarty
OrganizationMcLarty & Co.
Service AreasOntario
Phone613-729-2602
Fax613-726-9009
Emaildmclarty@mclartyco.ca
Websitewww.mclartyco.ca
NameDino Micacchi, CPA, CA, LPA
OrganizationMicacchi Warnick & Company
Service AreasSouth Western Ontario
Phone519-539-6109 ext. 222
Fax519-421-1339
Emaildino.micacchi@mwcopc.com
Websitewww.mwcopc.com
NameHarvey G. Taraday, CA, CMC, TEP
OrganizationTCH Partners LLP
Service AreasGreater Toronto Area / Southern Ontario
Phone416-224-2000 ext. 135
Fax416-224-2376
Emailhgt@tchllp.com
Websitewww.TCHLLP.com
NamePaul Tyers, CA, CFP, CIM
OrganizationWealth Stewards Inc.
Service AreasSouthern Ontario
Phone905-891-6052 ext. 1
Emailptyers@wealthstewards.ca
Websitewww.wealthstewards.ca

  

Eastern Canada

 

 

USA

NameJoe Basil
OrganizationSuccessCare U.S.A. / Next Point LLC
Service AreasUpper New York State / Canada
Phone716-847-1485 ext. 106
Cell716-583-1869
Fax716-847-1488
Emailjoe@successcare.com / basil@nextpointllc.com
Websitewww.successcare.com / www.nextpointllc.com
NameJohn Prophet
OrganizationSchenck SC
Service AreasUSA
Main Phone800-236-2246
Alternate Phone920-996-1211
Fax920-224-1710
EmailJohn.Prophet@schencksc.com
Websitewww.schencksolutions.com




  
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