We are proud to announce that Mr. Steven Crawford joined Our Family Office in the role of Senior Accounting Technician. Steven has over 18 years of professional accounting experiences, most recently with BDO Canada LLP’s tax department for over 13 years.
We would also like to congratulate Mr. Charlie Scharfe, being promoted to Investment Analyst and Ms. Anna Tude, promoted to Wealth Associate. We are confident that they will continue to thrive in their new roles and would like to thank them for their outstanding contribution to the team.
Please see their biographies for more information.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?