Estate Planners' Council of Hamilton

March EPCH Meeting – “Succession Planning” with Jeff Noble, CMC, FEA from The BDO Private Wealth Family Office | BDO Canada LLP.
2025-03-11 17:30 - 19:30 (America/Toronto) | Liuna Station, 360 James Street North, Hamilton, Ontario, Canada
Executive summary
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
Over the past 20 years, Jeff has applied his knowledge and experience to help private companies and not-for-profit organizations adapt a truly holistic approach to planning for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management & leadership transition and governance. In 2003, he earned the Certified Management Consultant designation, globally-recognized as the highest standard of consulting and adherence to a code of professional conduct. More recently, Jeff earned the designation of FAMILY ENTERPRISE ADVISORTM. The FEA Designation represents the pinnacle of professional expertise in the field of family enterprise advising.

Professional affiliations
Member and National Ambassador, the Family Enterprise Exchange
Member, Institute of Certified Management Consultants of Ontario

5:30 P.M. – Social
6:00 P.M. – Dinner
6:45 P.M. – Presentation
7:30 P.M. – Adjourn
