The Globe and Mail
July 11, 2023.
Neil Kumar, who has earned the Family Enterprise Advisor (FEA) designation, explains what it has brought to his practice and how it has influenced his career. He was drawn to achieving the FEA designation by team partner Tyler Steele, who found a lot of value in the program and kept encouraging him to do it.
“Our approach to wealth management takes a broad perspective. The most fulfilling part of the job is seeing clients achieve their objectives. It’s really satisfying helping them with the difficult questions: what to do with our wealth, how to help our children.”
