DR. JULIE A. MORTON

Chief Continuity Officer

I believe that each family has its own unique strengths and challenges that impact and affect them.  I believe that each family has the opportunity to improve and strengthen family relationships, as well as family business relationships. I have helped high net worth families challenge the status quo, create new mindsets, new skillsets, new behaviors and improved relationships to increase more ease in all areas of life. Both you, and your family members, can consciously, powerfully and effectively learn to live the legacy you want to leave.

My goal in working with families is to help develop excellence in current and next generation of leaders. I help deal with the family’s issues relating to transition and/or succession, building and strengthening trusting relationships; improving communication; conflict resolution; strategic thinking; personal empowerment; resilience; financial responsibility; philanthropy and/or good governance.

As a member of the third generation family business, I have benefited from the fact that I have seen both the upside and downside such an experience entails. I understand that families regularly face changing circumstance in which they must adapt and excel. I have witnessed both the opportunities and pitfalls that can come with success. This first-hand experience and knowledge, combined with my professional expertise, provides a unique advantage and understanding in the work I do with my clients.

Work history: I have spent 18 years consulting, speaking and teaching in the field of communication and trust. The last 13 years as President of Conscious Legacy Coaching. I have worked with unique issues faced by high profile individuals, including high net worth families, professional athletes and senior executives of both public and private companies, Board and Board members.  Public companies (with their consent) include: all Schedule A Banks, Symcor, Telus, KPMG, Postmedia Network, La Cie McCormick, E.I. Dupont, Cara Foods, Yamaha Motor Canada. (Privately owned business client list is confidential.)

Credentials include: A PhD. from Michigan State University (MSU) in Communication with a sub-specialty in Creative Problem Resolution; Specialized training in small group dynamics, organizational change, and interpersonal and organizational communication, MSU; Director’s Education Program, Institute of Corporate Directors (ICD.D) (in progress); Advanced training in Conflict Management and Mediation from the Institute of Peace and Conflict Studies, Conrad Grebel University College, Waterloo, Ontario; Adler trained coach, certified from the Adler School of Professional Coaching, University of Toronto/OISE, and the International Coaching Federation; Certificate in Team Coaching from the Living Systems Team Approach to Coaching; Certificate in Advanced Coach Training from The School of Shadow Coaching; Cificate in Process Mapping, Eli Broad College of Business, MSU; Certificate in Advanced Facilitator Training from the Creative Problem Solving Group, Buffalo; Certificate in Innovative TeamWorkshop, Synectics Inc.; Certificate in Facilitating Group Creativity, Synectic Inc.; Certified 21/64 Consultant at the Andrea and Charles Bronfman Foundation; and training from ExperienceChange. Julie taught at the Schulich School of Business (York University) in Toronto (Adjunct Professor of Entrepreneurial Studies) from 2008–.

Guilty pleasures: Cheetos corn chips, the feel of my muscles after a good work out, the Good Fight television show, putting on a fire and hanging with my husband, 4 sons, and the dogs, friends dropping by unexpectedly and at all hours and, Sunday night dinners with my extended family.

NEIL NISKER

Co-Founder & Executive Chairman

TIM CESTNICK

FCPA, FCA, CPA (il), CFP, TEP

Co-Founder & CEO

DR. JULIE A. MORTON

Chief Continuity Officer

DORON OPHER

CFA, MBA, B.Sc.

Vice President Finance & Operations

KEVIN TRAN

CPA, CA, MAcc, MTax

Director of Wealth Planning

CAMERON HURST

Managing Director Global Investment Strategy

CHARLIE SCHARFE

CFA, B.A., M.Sc.

Wealth Associate

CONNOR KELLY

CPA, CA

Wealth Associate

RAQUEL MELO

Executive Administrator

ANNA TUDE

Client Service Associate