Meet the Team
A multidisciplinary team built to help families coordinate complex decisions across wealth, business, governance, and continuity.
Family Enterprise | Financial Planning | Governance | Investment Oversight | Client Service | Broader C2 Platform
Leadership
Senior leaders responsible for the strategy, coordination, and delivery of the C2 Family Operating System.
Client Service Team
The people who help keep planning organized, communication clear, and the family office experience running smoothly.
The Broader C2 Advisory Platform
C2 Family Office is supported by the broader C2 team, bringing experience across private wealth, employee benefits, business operations, administration, and client service. This gives families coordinated support without requiring them to build every function internally.
Private Wealth
Financial planning, investment coordination, insurance, and estate strategy.
Employee Benefits
Benefits, HR, wellness, and business-owner support.
Operations & Administration
Documentation, coordination, scheduling, and implementation support.
Advisor Ecosystem
Coordination with accountants, lawyers, bankers, investment professionals, and other specialists.
Credentials Supporting Family Enterprise Strategy
WORLDWIDE
CFP
CERTIFIED FINANCIAL PLANNER
WE DELIVER
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.
PETER
MICHAEL
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WORLDWIDE
CIM
CHARTERED INVESTMENT MANAGER
WE DELIVER
It's the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of an investment portfolio for sophisticated clients.
PETER
MICHAEL
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WORLDWIDE
FEA
FAMILY ENTERPRISE ADVISOR
WE DELIVER
The global benchmark in family business providing professional advisory based on significant technical knowledge.
PETER
MICHAEL
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WORLDWIDE
C .DIR.
CHARTERED DIRECTOR
WE DELIVER
A globally recognized, university-accredited designation that prepares directors with the skills and knowledge required to lead a board
PETER
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WORLDWIDE
CSC
CANADIAN SECURITIES COURSE
WE DELIVER
An industry benchmark and licensing requirement for dealing in securities, mutual funds, and alternative funds.
PETER
MICHAEL
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