Family Enterprise Advisor of the Year 2020 Award

This award will be given to an Alberta based Family Enterprise Advisor (FEA) designate who has exemplified outstanding skill in advising business families through multi-generational transitions and has demonstrated unfaltering commitment to the key ABFI value of “family first”.

Criteria

  • Exclusive to Family Enterprise Advisor (FEA) designates;
  • Advisor must operate in Alberta, Canada; with
  • Exemplary commitment to transformational multi-generation continuity for family enterprise clients;
  • Demonstrated collaboration within a multi-disciplinary team;
  • Exhibition of the core values and principles of the Alberta Business Family Institute (ABFI) and the Family Enterprise Advisor (FEA) designation.

 Nomination Forms

Process

  • Nominated by peers or self-nominated;
  • All applications must be submitted to: abfi@ualberta.ca, no later than midnight MST, July 31 2020;
  • Any employees, consultants or contractors of either the Alberta Business Institute (ABFI) or the Family Enterprise Exchange (FEX) are not eligible to participate.

2019 FEA Winner

FEA 2019 Award

Stefan O. Erasmus is President of the Werklund Family Office, a single family office preserving the legacy of the Werklund family by managing their financial, personal and philanthropic affairs. He is also President of Werklund Growth Fund L.P., a private equity and venture capital fund focused on disruptive and innovative technologies. Prior to entering the family office field, Mr. Erasmus was head of the western Canadian region of global consulting firm RGP. A former CFO for a public independent power producer, he has also led a national electronic integration company, among other senior leadership roles.After starting his career in the legal profession, he then worked with Coopers & Lybrand in Europe, North and South America serving a client portfolio from a wide array of industries providing audit and consultative services.Mr. Erasmus is a law graduate from Manchester University, England and Bourgogne University, France and has completed executive education programs at Harvard University.He is also a Chartered Professional Accountant in Canada and Fellow Chartered Accountant in England and Wales. He is a Family Enterprise Advisor (FEA certificant) and holds the ICD.D designation from the Institute of Corporate Directors. He sits on a number of private and public company boards and is actively involved in numerous non-profit activities personally. He is also an alumnus of Calgary Inc. Magazine's Top 40 Under 40.Stefan and his wife Laura live in Calgary, Canada and have seven children.

Past Award Winners

2018

Greg R. Burrows

Greg R. Burrows, B. Admin, CPA, CA, FEA
2018 - Family Enterprise Advisor Recipient

2017

Mark Starratt

Mark Starratt, BComm, FCSI, CFP, CIM, AIF, ICD.D, FEA
2017- Family Enterprise Advisor Recipient