The SuccessCare Program
The SuccessCare Program

Mom and dad won't talk
If I were having a conversation with the next generation member, a question I would want to ask is this: What did you and your parents agree to when you took the job?

Getting started with family governance
Family governance is a process or structure to educate and facilitate communication between family members.

15 lessons family councils wish they knew before they started
Whether you are just starting a Family Council or have had one for years, much can be gained by considering the lessons others have learned in making their Family Councils work.

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
NameFrancine Z. Carlin, MA
OrganizationBusiness Harmonizer Group
Service AreasVancouver
Phone604-624-9171 and 250-653-4025

Prairie Provinces 

NameJerry Gedir
OrganizationContinuity Resources Group
Service AreasWestern Canada
NameBrian Leipert
OrganizationLeipert Financial Group
Service AreasSaskatchewan / Western Canada
NameDoug Roche, CFP, CLU
OrganizationRTR Advisory Group
Service AreasAlberta / Western Canada



NameTerri Heggum-Allen
OrganizationLoftus Allen & Co.
Service AreasToronto / Ontario / Canada
Phone905-566-7333 or 1-866-749-9228
NameDoug McCaw
OrganizationStonegate Private Counsel
Service AreasCentral & South Western Ontario
NameDino Micacchi, CPA, CA, LPA
OrganizationMicacchi Warnick & Company
Service AreasSouth Western Ontario
Phone519-539-6109 ext. 222
NameHarvey G. Taraday, CA, CMC, TEP
OrganizationTCH Partners LLP
Service AreasGreater Toronto Area / Southern Ontario
Phone416-224-2000 ext. 135


Eastern Canada




NameJoe Basil
OrganizationSuccessCare U.S.A. / Next Point LLC
Service AreasUpper New York State / Canada
Phone716-847-1485 ext. 106
Fax716-847-1488 / /
NameJohn Prophet
OrganizationSchenck SC
Service AreasUSA
Main Phone800-236-2246
Alternate Phone920-996-1211

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