Karlee channeled these learnings and adapted them to create her own coaching program, drawing from her certification in established professional training programs such as Coaches Training Institute (CTI), Job Effectiveness Coaching, and Organizational and Relationship Systems Coaching (ORSC). In combining her experience as a coach and Certified Financial Planner, Karlee works with Canadian entrepreneurial families to help the rising generations develop their own path, their own passions, and their own voice either inside or outside of their family businesses. Karlee obtained a degree in Business of Cinematic Arts from the University of Southern California which was fueled by her dual passions of business and the arts. During her time in Los Angeles, she created a thriving career in live-television production on shows such as American Idol, American Music Awards, and the Primetime Emmy Awards. Outside of work, Karlee dedicates much of her time and expertise to the charitable sector. She is driven to make an impact through her roles as Executive Director of the Michael and Karen Vukets Family Foundation, Board Member of Canada’s National Ballet School, Board Member of The Glenn Gould Foundation, and member of the inaugural Vision 2020 New Philanthropy Journey at the Toronto Foundation. Through the Vision 2020 program, she co-founded the aujla + vukets foundation with her friend Raji Aujla with the aim to mentor and fund female-led social impact ideas. Karlee lives in Toronto with her fiancé Brandon, and she would say that her favourite title of all is being “Auntie WeeWee” to her beloved 4 young nephews. www.kvand.co

One of the key motivators for Esther is to build sustainability and long term support for organizations she cares about. Using this similar view, Esther works with individuals to guide them through their own philanthropic journey. At the end of the day, working towards a common goal of a better, kinder world is a legacy that we can all be proud of. Most recent campaigns (last 5 years) where Esther was the sole lead and strategic counsel for: $25M capital + $10M endowment – Arts Umbrella $25M capital – Corpus Christi Parish School Set the strategy and unrolled the campaigns. Worked with and advised, senior leadership, philanthropists and volunteers. Past campaigns: A part of UBC’s $3B campaign Was the Faculty of Science’s lead in funding the $7M+ renovation of a world class fin fish aquatic research facility. Instrumental in facilitating the largest gift (at that time) from Dolby Corp to higher education. In collaboration with the Communications Director, was instrumental in the redesigning of the research journal to align with the funding priorities and reach a broader donor and alumni audience. Managed and worked with senior volunteer fundraisers to build sector support for BC Children’s Hospital Foundation Leveraged an untapped opportunity for banking institutions to include philanthropy as an online opportunity for customers. Fundraising Strategic Work plans: Review of current revenue streams and operations as it relates to the fund development department of an organization and provide recommendations. Analysis of donor data – uncover gaps and opportunities Review of staffing Analysis of funding streams – uncover gaps and opportunities Review protocol and governance. Individual Philanthropy: Working with individuals to guide, research and build legacy plans and strategic giving Provide expertise to determine best fit for long term giving Philanthropic Naming Assessment: Review of an organization’s site to value naming recognition $25M – BC Women’s Hospital Foundation Mentoring and Strategic Counsel: Work with Executive Directors and Senior Leadership to provide mentorship to build success into their fundraising roles. Most recent clients: InspireHealth North Shore Women’s Centre The Bateman Foundation Anxiety Canada Arts Umbrella BCSPCA Created strategy and establish legacy portfolios for: Roman Catholic Diocese of Vancouver Anglican Diocese of BC Arts Umbrella Sam Sullivan Disability Foundation Facilitated Strategic Planning workshops – most recent clients: Laurier Institution Vancouver Asian Canadian Theatre Canadian Liver Cancer Foundation Lead “Fundraising 101” Board training: Arts Umbrella Canadian Parents for French Laurier Institution Vantage Point Published: “5 Easy Ways to Leaving a Legacy” Nov 2013, Leave A Legacy, Vancouver Sun Blog post and profiled as an expert fundraising though leader through BC Ideas, 2013 Speaking: Legacy Giving – Where to start? - Fundraising Conference, Dublin Ireland, 2018 Introducing the Concept of Legacy Giving into your Parish, Catholic Stewardship Conference, Vancouver, BC 2017 Credentials: CFRE – Certified Fundraising Executive, 2012 UBC – BComm, Sauder School of Business UBC – Certificate in International Development UK – Social Return on Investment, (SROI), Impact Reporting Workshop, London UK, 2013 Canadian Association of Gift Planners (CAGP), Original Banff Gift Planning Course, 2008 Community Engagement: Current: Volunteer Advisor – InspireHealth, Vancouver, BC - 2020 Volunteer Advisor – Project K(IN)D, Ottawa, ON - 2020 Volunteer Knowledge Philanthropist, Vantage Point, Vancouver, BC – 2020 Philanthropy Day, Awards Selection Committee Member, AFP Vancouver Chapter – on hold Past: Executive Committee Member, Program Chair - CAGP, Vancouver Chapter Co-chair AFP Fundamentals Committee, AFP Vancouver Chapter Board Member at Large, Open Door Group, Vancouver BC What’s important in my life: Family - Katherine & Chris XOXO Lifelong friendships, Kindness Constant need to learn and be curious Travel and new experiences Love of jewellery www.ejangconsulting.com

She also trained with the Co-Active Training Institute group in co-active coaching. She is a Family Enterprise Advisor Designate achieved through the Family Enterprise Xchange and completed a Certification in Applied Positive Psychology through the Flourishing Center. As a Family Advisor she is clarifying purpose, resolving conflict, and amplifying total wealth, where wealth is much more than financial capital – the focus here is on Human Capital. The basis of her family advisory role is: “Are you communicating in a way that the family is in Harmony?” As a professionally-trained Coach, Danielle’s goal is to hold a safe space for her clients. She provides accountability, clarity and support on their journey of self-discovery and forward motion. The basis of her coaching is: “Are you living the Legacy you want to be remembered for?” Danielle also engages at speaking events sharing her story, knowledge and experience to help other Canadian families overcome the proverbial saying; “shirtsleeve to shirtsleeve in 3 generations”. Danielle is 3 rd generation of a prominent Canadian Family Business. She worked in her family’s business until she married, moved to Ontario and began a family of her own. She is mother to 3 wonderful teenagers. She is President of Danuto Holdings, an investment company. She is a member of the Grove Society Executive Board and a Trustee for the Lakefield College School. Danielle co-facilitates parenting workshop within her community as well as a group of FEA’s to share and learn. On the home front, Danielle organizes and leads family meetings, creates multigenerational games, coordinated the writing of a family values book which lead her to write her own book. Her focus is on building a family legacy and fostering financial literacy in the younger generation. Danielle has a passion for travel, animals, nature and staying active. She plays the piano and clarinet and volunteers her time supporting her community. www.DanielleSaputo.com

Throughout her undergraduate career, Madeleine was very involved in the McMaster/Hamilton community and has always been had a passion for giving back to others. This is demonstrated through her involvement with many charitable organizations such as the Canadian Cancer Society’s “Relay for Life” and Cystic Fibrosis Canada’s “Shinerama”. Madeleine has dedicated many hours of her time working towards enhancing the lives of undergraduate Social Sciences students at McMaster through her work within the Faculty of Social Sciences, working closely with the Dean, Associate Dean, and other Faculty staff. From 2004-2012, Madeleine lived in Dubai, United Arab Emirates with her mother, father and two younger brothers; she was fortunate enough to be introduced to travel at a very young age and from this experience developed a craving for global travel. She has family in many different countries around the world and enjoys planning trips to spend quality time with her loved ones. When Madeleine is not working you can find her learning new recipes, searching for fun local adventures and going for walks around town.

Throughout his youth Chris spent a large portion of his time volunteering at Willow Park Church in Kelowna B.C. as well as the local BMX track where he rode for many years. The church volunteer experiences gave him the opportunities to travel to LA California, Watson Lake Yukon, Osoyoos B.C. and many places in between. While BMX racing Chris travelled to races across Canada and the United States. Chris’ passions include exploring business ventures in sustainable and renewable resources as well as Canada-EU relations. Combining these interest with a BGInS degree and the unique opportunity of being apart of a family own and operated business, Chris works towards making decisions that will help guide us all into a future where sustainability and taking care of our planet are at the heart of all our business practices.

Jovica is dedicated to working with her team to conceive goals, plan how to achieve them and then take the necessary steps. She takes the quote “Life is a team sport” – C. Cole , to heart and loves working with Cole and Associates. Jovica’s other passions involve work within the Entrepreneur Nation Association and guiding the growth and development of young professional bookkeepers. Jovica values a work life balance and enjoys time outdoors with her husband and two children. During summer they spend time biking through the River Valley trails and downhill skiing during the winter months.

Before joining Cole & Associates, Lucy was a legal assistant at Langevin Morris Smith LLP. Lucy provided administrative and logical support to a named partner by managing calendars, monitoring emails, answering phone calls, and managing criminal law files. In this role, she was also responsible for drafting concise legal documents and materials for use in court and to provide to clients. When Lucy is not working, she enjoys hiking, practicing yoga, and travelling. Her most memorable trip so far was in Byron Bay, Australia.

Carolyn often draws upon on her personal experience of raising her now adult sons who are the fourth generation of a family enterprise. This rare lens assists other families in avoiding unintended consequences that may result from the best of intentions. Her tangible life experience has been integral to Carolyn’s advisory approach. Carolyn is often requested to speak on panels or present on family office topics. She contributes to publications sharing her insights into the family office setup, intergenerational wealth strategy, family continuity and other related matters. Carolyn graduated with distinction from the University of British Columbia (UBC) with a Bachelor of Business Administration and has completed her Family Enterprise Advisors designation. She has also attained her Certified Financial Planner designation, her Personal Financial Planner designation and completed the Canadian Securities Course. Carolyn also attained a diploma in Marketing from the Northern Alberta Institute of Technology. Carolyn lives with her husband in West Vancouver and works across Canada. They collectively have four children, three grandchildren and enjoy nearly all outdoor activities. Carolyn loves to bring people together around a meal she has prepared and believes family is everything.

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