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To learn more, don’t hesitate to get in touch at info@knowledgethatempowers.com

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© 2023 by KEYS

The Speakers

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Heather Austin-Skaret

Partner, Mann Lawyers LLP

Heather's practice includes estate planning as well as commercial and residential real estate work. She values her long standing relationships with some of Ottawa’s leading real estate agents and mortgage brokers. She enjoys sharing her knowledge and experience with others by giving various presentations..

Over the years she has developed extensive experience in the area of estate planning and administration, which allows her to assist clients at some of their most difficult times.

As a true Maritimer, born in Springhill, Nova Scotia, she of course headed west….she started her university career at the University of Saskatchewan and then started inching her way back east, stopping to attend and complete her undergraduate at the University of Manitoba in 1990 with a Bachelor of Arts (Honours).I then moved to Ottawa in 1990 to begin her formal legal education, earning her law degree from the University of Ottawa in 1994. Heather was called to the Bar of Ontario in 1995.

 

Her practice started as an articling student with the firm Gold Gulliver, which evolved to Gold Gilbert Mann and then Mann & Associates. In late 2003, she helped form the current partnership, Mann Lawyers LLP, where the partners, together with great staff and skilled associates, continue to offer exceptional legal services to our clients.

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Danielle Walsh

CPA, CA, Founder - WalshFBAS

Danielle is the founder and President of Walsh Family Business Advisory Services, a consulting firm that specializes in assisting family owned and operated businesses navigate the rough waters of management and ownership succession.

Danielle is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a member of the Family Firm Institute (FFI), an international association of family business professionals providing in depth information on family businesses from around the world as well as ongoing education and training in the field of family business consulting.

 

Danielle has obtained the FFI Certificate in Family Business Advising and the FFI Certificate in Family Wealth Advising. In addition, she is an accredited trainer in association with the Personality Insights Institute (personality assessments and analysis), which can help members of family businesses develop methods to improve communication  in a business setting while maintaining family harmony.

 

She is currently the president of the Family Enterprise Xchange Ottawa Chapter, formerly know as the Canadian Association of Family Enterprise. She is also teaching the only family business course (Managing the Family Enterprise) offered at the undergraduate level in Ottawa at the Sprott School of Business at Carleton University.

 

She developed her philosophy and desire to help family businesses based on the workings of her father, Grant Walsh, the Chair of her company’s Board of Advisors whom has over 20 years of experience as the former Director and Founder of the KPMG Enterprise: Centre for Family Business (Canada).

 
 

Natalie Schuler

CPA, CA, Partner Assurance Services, MNP

Natalie Schuler, CPA, CA, is a Partner and Business Advisor with MNP’s Assurance and Accounting group and a key member of the regional Professional Services team.

 

Natalie has more than 10 years of experience in assurance, tax planning and other key service areas and helps ensure her clients have a strong, sustainable strategy for success.

Natalie focuses on small- to medium-sized owner-managed businesses. Through performance management, industry benchmarking, tax planning and other essential tools, Natalie helps clients measure their business performance and enhance profitability. She is dedicated to providing her clients with information that enables them to make informed business decisions on key industry issues, such as incorporation, Canadian tax updates, corporate investment strategies, GST, fraud and practice transition.

 

Natalie completed her Master of Accounting degree at the University of Waterloo. She is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2009.

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Jenna Roundell

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CFP, CIM Associate Wealth & Investment Advisor – Roundell Clark Wealth Management of RBC Dominion Securities

Jenna works with families and business owners to map out their futures with a personalized, life-long wealth plan.  She takes a holistic approach to wealth management that extends beyond investing to include lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. 

 

She holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. She is also a Certified Professional Consultant on Aging (CPCA), a title she obtained to give her better insight into the challenges and opportunities being faced by older clients.

 

After graduating from Carleton University with a combined honours degree in Political Science and Legal Studies, Jenna began her career working on Parliament Hill as political staff for a Member of Parliament and Minister. In 2011 she moved to private industry, joining a large financial institution as a retirement planning specialist. 

 

Having gained industry experience she entered into business with her father in 2013. Their business has now grown to a team of six. Now business partners with her father as well as a non-family member, Jenna has a personal appreciation for the complexities that come along with family business.  She brings experience and knowledge to the table when it comes to working with business owners and the generations within family business. She understands the importance of working with your other professional advisors to ensure everyone is on the same page.

 

Jenna is married to John and they have two young children.  She enjoys running as well as hiking and cycling with her family.  She is also an avid swimmer and has swum with the Masters Club at Carleton University for many years.

About KEYS

Ottawa, Ontario

Welcome to KEYS – our Knowledge that Empowers YOU series! 

The KEYS series are small-group events that are built around the lives and stories of our fictitious characters, presented in a mini-series drama setting to illustrate and help attendees better understand and navigate challenges they may face today or in the future. There is no cost to attend these sessions. 
 

KEYS is a series of events that aim to assist business partners or owners/part owners of businesses with the tools needed as they transition through various stages of business and life.

KEYS formed in 2014 as a result of Tricia K. Spooner and Heather Austin-Skaret discussing the challenges faced, by women in particular, in trying to understand the complexities of all the little details when it comes to estate planning, sandwich generations and making good investment / wealth planning decisions today, all for our future well-being/future self. They took it upon themselves to launch a knowledge-based, information-sharing series focused on helping women expand their understanding and awareness of how to tackle life challenges.

The KEYS series has been designed to deliver interactive sessions focused on providing on-going education to expand knowledge and understanding of several facets of retirement planning and investments, business succession and estate planning.

 
 
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