Aileen has extensive experience providing strategic planning and transition advice to family enterprise clients with complex and sophisticated needs and goals. Her passion is to help entrepreneurs integrate their business plans with their family’s financial plans to create a solid foundation both for the business and the family’s future.
Aileen holds the Family Enterprise Advisor (FEA) Certified Financial Planner (CFP®) designation, has completed the Canadian Securities Course (CSC) through the Canadian Securities Institute and holds a life insurance license. Memberships include the Canadian Institute of Financial Planners, Institute of Family Enterprise Advisors and the International Coaching Federation.
Business and family advisory services are provided by Scotia Capital Inc.