The SuccessCare Program
The SuccessCare Program


8 Tips for turning over your family business to the next generation
“What if something happens to me that takes me out of the business before I’m ready?”

Do's and don'ts for bringing the next generation into the family business
There is no "one size fits all" formula for transitioning a family business from one generation to the next.

Do you want to gain control of your family business?
In family business, there is a lot of jockeying back and forth. My father was aggressive, charismatic and well known around the country. He slowly allowed me to manage some pieces of the business.


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
NameBevin 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

NamePeter Brown
OrganizationCopper Beech Co. Inc.
Service AreasSouthern Ontario
Phone289-296-8638
Emailpeter@copperbeechco.com
Websitewww.copperbeechco.com
NameLen Davies
OrganizationDavies Legacy Planning Group Inc.
Service AreasOntario, Canada
Phone519-678-3862
Fax519-678-3401
Emailinfo@davieslegacy.ca
Websitewww.davieslegacy.ca
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
NameLynn Lewis, CMA, CIM, CIMA, FCSI
OrganizationTD Waterhouse - Private Client Services
Service AreasSouthern Ontario
Phone905-896-6480
Emaillynn.lewis@td.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
NameJim Sanderson
OrganizationJim Sanderson Group / ScotiaMcLeod
Service AreasSouthern Ontario
Phone416-945-4844
Fax416-487-5893
Emailjim_sanderson@scotiacapital.com
Websitewww.jimsandersongroup.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
NameHali VanVliet, BA, CHRP
OrganizationMicacchi Warnick & Company
Service AreasSouth Western Ontario
Phone519-539-6109 ext. 295
Fax519-421-1339
Emailhali.vanvliet@MWcopc.com
Websitewww.MWcopc.com

  

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
NameJolene Loos
OrganizationC&L Value Advisors LLC
Service AreasWest Coast Florida
Phone813-286-7373
Fax813-289-1959
Emailjloos@clvalue.com
Websitewww.clvalue.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
NameRich Snebold
OrganizationSnebold Family Business Partners, LLC
Service AreasPennsylvania, North Eastern USA
Phone412-427-40800
Emailrich@sneboldfamilybiz.com
Websitewww.sneboldfamilybiz.com
  
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