Kathy is the President & CEO of Canadian Family Futures Inc., which is a leading family wealth transition firm located in Calgary, Alberta. Through her work with high net worth families, Kathy identified the need for a meaningful preparation program for the next generation of wealth owners. From this, XPonential™ was created to meet this need.
Kathy is a seasoned financial professional whose diverse set of leadership skills provide her with an extraordinary perspective for her clients.
As a Certified Professional Co-Active Coach, Kathy is uniquely qualified to help your family successfully navigate the minefields and obstacles of managing sensitive family dynamics.
Combined with her 30 plus years of experience as a Professional Tax Accountant, Chartered Accountant, CFO and Executive, Kathy offers her clients a diverse and unique service: Chief Family Financial Officer.
Nicky is an experienced professional focusing in human development and family dynamics facilitation. Her background includes experience in human resources, coaching, facilitation and program development within the oil & gas sector and post-secondary education.
In addition to obtaining the Family Enterprise Advisor (FEA) designation, she also holds certificates in True Colours, Event Management, and Conflict Management.
Nicky is the Manager of Family Dynamics and Education at Family Futures Inc., which specializes in family wealth transition, and is also a family business. Nicky has experience working within several family businesses – with her mother, father, sister, and husband. All of these have provided unique learning opportunities.
Nicky is also the lead trainer for XPonential™, which is a financial education program designed specifically for next gens in affluent families. XPonential™ provides young adults with financial education and the skills to advance themselves in the world.