Using a disciplined and strategic planning process, Tricia works in close association with The Prosser Financial Group to develop and implement customized and comprehensive business transition plans.
Our approach is to examine your entire financial situation, including the interaction between family, business and ownership structures. This consultative process explores options for the successful transfer of ownership of a business from one ownership group to the next.
Your business transition plan will identify specific gaps and opportunities designed to help you achieve your personal and corporate goals. Working together with other professionals – including your lawyer and accountant – we provide objective advice and guidance throughout the entire ownership transfer process.
A trusted advisor to highly accomplished business owners on the matters and challenges associated with their success and wealth, Tricia holds the Chartered Accountant (CA), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations.
Tricia’s experience covers corporate governance and oversight through her associations with various Boards, notably the Canadian Broadcast Corporation/Radio-Canada.