Family Business Association (FBA)

Newsletter September 2019

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In this issue:

  • FBA's new logo
  • New Season Line-up
  • Featured Events
  • Get the Details - Gain Skills, Learn More
  • FBA Launches A Mentorship Program
  • 2019/20 New Season Sponsors
  • 2019/20 Media Partners
  • Member News
  • Meet Some of our Members
  • Thinking of Joining?
  • Become a Member
  • Join a Family Business Advisory (FBA) Team
  • FBA Board of Directors
  • FBA Mission & Vision
  • Join us on LinkedIn


FBA Member Information Package

FBA Non-Solicitation Policy

Mentor Application Form

Mentee Application Form

New Season Line-Up 2019/20

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FBA New Logo

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Have you noticed our fresh logo? We’ve updated just in time for the new season! Blending a modern style with classic colours, our new logo reflects the continued growth of

YOUR Family Business Association.

Please update your files and let us know your thoughts on the new look.

New Season Line-Up

All events are catered - enjoy the food, company & topic!

This downloadable list is at the end of this flier.

Featured Events

Member Appreciation Social & AGM

Wednesday, September 18, 2019, 5:30-7:30 @ Empress Library

(Mezzanine level in the store corridor - Belville entrance).

No cost to attend - please register for catering purposes by Friday, September 13th:

Event Menu made possible by FBA's Valued Sponsors

Sparkling wine upon arrival!

Truffled mushroom arancini ; Mini beef wellington; Crab cakes;

Basil marinated bocconcini & cherry tomato skewer;

Whipped boursin stuffed profiteroles

Event Flier for More Details

The Great Wealth Isn't Coming...It's Already Here

Wednesday, October 9, 2019, 5:30-8:15pm @ Uplands Golf Club

An engaging talk by Tom Deans on how inheritances are transforming lives, culture and

Canada itself.

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Over the next 20 years, Canadians will have $1 trillion passed on to them as inheritance.

Award-winning speaker and Globe and Mail bestselling author Dr. Tom Deans explains how this unprecedented wealth transfer will transform lives, culture, and Canada itself. Thought provoking and contrarian, Dr. Deans inspires his audiences to cast an eye forward to their own future as both beneficiaries and benefactors.

Dr. Deans is the President of Détente Financial Press, specializing in offering advanced executive training for financial institutions, charities, as well legal and accounting firms. Previously, he worked in banking, was a CEO of a multinational for almost a decade, was the president of a railway, and chaired a federal government committee on tax credits.

He is the author of the international bestseller, Every Family’s Business, which has sold more than 1 million copies in 100 countries to date. His latest book, Willing Wisdom, represents a return to his doctoral research conducted in the US, Canada, and the UK.

Dr. Deans has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times. He is also a frequent guest on CBC, MoneyLine and BNN on succession planning, intergenerational wealth transfers and philanthropic giving.

All registrants receive a free copy of Tom Dean's book: Every Family's Business:

12 Common Sense Questions to Protect your Wealth.



Members & friends welcome - all tickets $55 (plus GST)

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Get the Details - Gain Skills, Learn More

FBA is excited about offering you presentations on topics of interest along the way. We'll add new, small, information sessions during the year if there is interest.

Please make your suggestions.

Right now, we have four ideas:

  • LinkedIn - how it works, will it work for you?

  • Cyber Security - what you need to know to protect yourself and your business?

  • Environmental Navigation - what property owners, leasers and individuals looking to invest in commercial properties need to know.

  • CRA Audit - get tips from a member who's experienced it.

Are you interested in any of these topics? If so, let us know and when we have enough interest, we'll get you together, email:

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FBA Launches A Mentorship Program

What is mentoring?

Mentoring is a special and confidential relationship in which an experienced person (the mentor) acts as a role model to listen, advise, guide, coach, teach, facilitate in a safe environment. The mentor assists another (the mentee) in developing specific skills and knowledge to help meet specific goals.

The goal of the FBA Mentorship Program is to provide a way for members to learn from each other, enhance learning and skills to better prepare themselves in the

family business environment.

See FLIER for more details.

The downloadable forms to become a mentor or mentee are at the end of this flier.

Special THANK YOU to the many valued sponsors who committed over 40K in cash and in-kind support for our 2019/20 season starting September 1, 2019.

Media Partners

We gratefully acknowledge our generous media in-kind partners:

Black Press & Business Examiner.

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Member News

Mark MacDonald, Publisher and Owner of Business Examiner, has written his first book: "It Worked For Them, It Will Work For Me: "The 8 Secrets of Small Business I Learned From Successful Friends." The book features real-life success stories gleaned from Mark's interviews of business owners and others. To get your $20 copy (plus tax and shipping), go to and select 'events'.

Samantha Bolen, Bolen Books donated books for lending: Build your Family Bank: A Winning Vision for Multigenerational Wealth (Griffiths-Hamilton); Golden Rules for Managers: 119 Incredible Lessons for Leadership Success (McNair); Your Leadership Legacy; The Difference you Make in People's Lives (Brooks, Stark & Caverhill); Difficult Conversations: How to Discuss What Matters Most (Stone, Patton & Heen); Every Family's Business: 12 Common Sense Questions to Protect your Wealth (Deans).

Contact us for a loan:

Thinking of Joining?

FBA helps you navigate the unique dynamics of owning a family business.

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FBA has been providing a community of support to family businesses on Vancouver Island since 1999. We help families in business succeed through shared experience, education and resources. FBAVI is where Vancouver Island business families go to connect, grow and learn for sustainable success across generations.

Member Benefits

  • Networking and discussions with like-minded professionals
  • Smaller group Advisory Teams for peer support
  • Sharing experiences & best practices
  • Educational workshops and seminars

Who Benefits?

Founders and successors of family businesses, spouses, and children (active or not) and key staff members and advisors.

How Can I Join?

Visit our website, call or email us to schedule an introductory meeting.


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Join a Family Business Advisory (FBA) Team

All members have the opportunity to become part of a team. The teams serve as your own mini board of directors where business leaders and advisors come together to support and help each other through challenges and opportunities. Team members leverage the perspectives of other family businesses, industries and generations of family business leaders.

All members are encouraged to join an FBA Team. Teams offer a unique opportunity to learn from each other, share ideas, and have the security of confidential discussions in a trusting and inviting environment. Members within a team are never from the same industry or profession and must be approved by existing team members before acceptance.

Examples of possible topics of discussion include: succession planning, challenges of working with other family members, staffing and human resources, managing the business and growth opportunities.

The experiences from those who have been there on topics like working with the family, managing the business and succession are among the areas discussed.


Call 250-532-2402 or email for more information.

Family Business Association (FBA) Vancouver Island

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Our Mission

To promote the sustainability and growth of Vancouver Island business families by providing education and support through community and shared experience.

Our Vision

We are an engaged and supportive community of vibrant Vancouver Island business families and advisors who connect, share ideas and learn from each others’ unique experiences.

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Newsletter produced by Bernadine Rudichuk, Executive Director.

We welcome your comments and ideas for newsletter articles.

Contact us:

T. 250-532-2402