Board & Team

Meet the Board of Directors

Jim Burton

Jim Burton

Chairman of Family Enterprise Foundation

Jim Burton is the President of the James A. Burton and Family Foundation, and is the Founder, Executive Chair, and CEO of PPI Management Limited. He is the Board Chair of Family Enterprise Xchange and a driving force behind the creation of FEX. He also served as Chair on the Board of Family Enterprise Xchange Foundation and as a Director on the Board of Institute of Family Enterprise Advisors. Mr. Burton lives in Niagara on the Lake, ON, and is actively working with his children to create his family legacy.

Margaret-Jean Mannix

Margaret-Jean Mannix

Vice-Chair of Family Enterprise Foundation

Currently, she is Chairman of Loram 99 Corporation where her responsibilities tend to the strategic planning of the family office and the family council. With ongoing involvement in her own family business since 1995, she has gained valuable experience managing teams and adapting to cultures around the world when exploring opportunities for growth. Outside the family business, she has also held positions at Global Private Banking and The Royal Bank of Canada as well as continued her ongoing education at Loyola University’s Next General Leadership Institute.

Sach Chandaria

Sach Chandaria

Sach Chandaria is a 5th generation member of a large family that has interests in a diverse group of businesses across base materials processing and manufacturing, media, technology and electronics. The family began from modest origins in East Africa almost a hundred years ago.
Sach and his family’s core focus is on nurturing entrepreneurial talent in sectors with global dynamic growth potential. A core part of their philosophy is also to reinvest the majority of wealth created through these activities into philanthropic objectives.

Sach was born in Kenya and grew up mostly in North America. He is currently based in Geneva, Switzerland prior to which he spent time in Singapore, Shanghai and Nairobi. He completed his Masters in Business Administration at the Harvard Business School, Boston, Massachusetts, USA and has a Bachelors Degree in Political Science from Brown University, Providence, Rhode Island, USA.

Robert Frances

Robert Frances

The Founder, Chairman and CEO of the PEAK Financial Group Inc. PEAK administers $8 billion in assets and looks after the needs of over 150,000 Canadians through its 1,500 financial professionals and employees.

Beyond his firm’s activities, Robert dedicates much of his time to the finance community and industry. Robert is an active member of the Young President’s Organization (YPO), of which he held the position of International Chairman of the Board from 2011 to 2012. Robert is recipient of the Entrepreneur of the Year Award for services and Canada’s Top 40 Under 40 Award.

Robert and his wife, Mary, are the proud parents of four children.

Patricia Saputo

Patricia Saputo

Patricia Saputo is Chief Financial Officer of Placements Italcan Inc. In her role, Patricia manages her immediate family’s “Family Office". Her specialization is in the domain of investment holding companies, personal and corporate tax, and Estate/Succession planning which includes investment planning, will planning and life insurance planning. She is developing expertise in the area of managing wealth as it is distributed to future generations so they become responsible stewards of their own wealth.

Allen S. Taylor

Allen S. Taylor

Allen Taylor is the President & CEO of Taylor Group Limited, a family enterprise that has been running since the 1960s. Being the third generation in the family business, Mr. Taylor has extensive knowledge and experience. He is passionate about the success of Canadian family enterprises and served as Chair and as Board member of the Canadian Association of Family Enterprise (CAFE) for over 18 years. He was the founding Chair of FEX and is currently an Advisory Board member for two business families. Mr. Taylor lives in Burlington, ON, and currently serves as a member of FEX Board of Directors.

Meet the Honorary Board Members

As the honorary board members of the Family Enterprise Foundation (FEF) and co-chairs of the de Gaspé Beaubien Foundation, Nan-B and Philippe devote their time and energy to the advancement of family enterprise. Pioneers in their field, they continue to break new ground supporting global enterprising families, women’s issues, public health, and environmental causes. Imparting knowledge, wisdom, and serving others, their special passion is devoted to helping the next generation of women family members succeed and thrive. Bringing together professionals, academics, and experienced family entrepreneurs to exchange knowledge, Nan-B and Philippe partner with top universities worldwide to advance the cause of family enterprise.

Meet the Team

Bill Brushett

Bill Brushett

President & CEO

Bill Brushett, FCPA, FCA, FEA, is currently the President & CEO of the Family Enterprise Xchange (FEX) and the Family Enterprise Foundation (FEF). He assumed the leadership of FEX and Family Enterprise Xchange Foundation in April 2017. Reporting to the Board of Directors, he is responsible for providing strategic and operational leadership and championing the pursuit of the vision and mission of both organizations. Bill is an experienced Executive with a demonstrated history of leading change, building a strong workplace culture, and developing and executing market-focused strategies. Prior to FEX Bill was a Partner at Grant Thornton LLP for 27 years. Throughout his professional career, Bill worked primarily with private family businesses and their owners providing advisory services. Bill is a Chartered Professional Accountant (FCPA, FCA), a Family Enterprise Advisor (FEA), and has completed numerous professional development programs.

Shatha Farah

Shatha Farah

Executive Assistant

Olivier de Richoufftz

Olivier de Richoufftz

General Secretary

With over a decade of experience with organizations supporting business families as well as growing and solidifying their networks, Olivier de Richoufftz is well seasoned in the important issues business families face from generation to generation. An MBA from HEC Paris, paired with his extensive experience in marketing, sales and development for organizations such as Euro Disney Resort and the France Tourism, bring strategic perspective and innovation to Family Enterprise Foundation.

Meet the rest of the team

Meet the rest of the team

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