Exciting news! Our founder, Judi Cunningham, MA, FEA, ICD.D, CEPA recently participated in the BNN Bloomberg Smart Wealth™ podcast with Thane Stenner, CIM®, FCSI® Stenner Wealth Partners. The episode is out now! Catch all the insights and discussions here: Listen/Watch it on BNN Bloomberg: https://lnkd.in/e27QDuuS Watch it on YouTube: https://lnkd.in/eUrtxT8d Watch it on Spotify: https://lnkd.in/eABKyuup #stennerwealthpartners #bnnbloomberg #podcast #smartwealth #cgwealthmanagement
Trella Advisory Group
Business Consulting and Services
Toronto, Ontario 305 followers
We help families build enterprises where the next generation can thrive!
About us
Trella Advisory Group is a global consultancy firm that works with enterprising families and the advisors that serve them. The Trella team consists of a highly skilled team of interdisciplinary advisors that helps multi-generational family enterprises grow and evolve. With fields of expertise spanning the entire enterprising family world, we build capacities in families and advisory professionals across industries. Our areas of expertise include but are not limited to: - Business Strategy & Performance - Multi-Generational Alignment - Managing Family Relationships - Succession & Exit Planning - Formalizing Governance - Individual Development Please email carly.dorazio@trella.ca for inquiries or call us at 647-530-5661.
- Website
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http://www.trella.ca
External link for Trella Advisory Group
- Industry
- Business Consulting and Services
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Family Enterprise, Succession Planning, Family Business Consulting, Family Dynamics, Communication Skills, Estate Planning Principles, Relationship Skills Building, Individual Development, Coaching, and Consulting
Locations
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Primary
Get directions
466 Sammon Avenue
Toronto, Ontario M4J 2B2, CA
Employees at Trella Advisory Group
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Laura Barton, MA
Executive Coach and Family Enterprise Advisor
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Judi Cunningham, MA, FEA, ICD.D, CEPA
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Julia Chung, CFP, CLU, FEA, TEP
Co-Founder & CEO, Spring Planning | Family Enterprise Consultant, Trella Advisory Services | Board Chair, Financial Planning Association of Canada |…
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Martha Prentice
Accounting Consultant
Updates
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Trella Advisory Group reposted this
Excited to be on campus at Dalhousie University in Halifax for two days with the FEA Program's Fall 2023 Cohort and facilitator Judi Cunningham, MA, FEA, ICD.D, CEPA. Congratulations to the six multi-disciplinary advisory teams who are completing the #FEA program by presenting their final projects to the class. #familybusinesses #celebration Family Enterprise Canada
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Our founder, Judi Cunningham, recently shared her expert insights on Smart Wealth with Stenner! Mark your calendars: the episode airs on July 15th! #SmartWealth #CGWealthManagement #WealthManagement #Podcast #TrellaAdvisoryGroup
Senior Portfolio Manager & Wealth Advisor/Stenner Wealth Partners+/CG Wealth Management. (Former: Morgan Stanley Managing Director/ #1 Ranked Barron’s List/California )
Stay tuned to the BNN Bloomberg Smart Wealth podcast for an exciting new episode airing on July 15th! In this episode, my next guest is Judi Cunningham, the founder of Trella Advisory Group. With over 25 years of experience, Judi works closely with family enterprises and families of wealth, setting global standards for professional advisors and chairing the Board for the Purposeful Planning Institute. Don't miss this MUST-WATCH episode! Subscribe for free on Spotify: https://lnkd.in/dEXQQ_aK Catch it on iHeartRadio: https://lnkd.in/dXKc-z88 Explore past Smart Wealth with Thane Stenner episodes here: https://lnkd.in/gYUxDh4S #stennerwealthpartners #thanestenner #judicunningham #trella #bnnbloomberg #podcast #smartwealth #trellaadvisorygroup #cgwealthmanagement #canaccordgenuity #thankyou
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Trella Advisory Group reposted this
Senior Portfolio Manager & Wealth Advisor/Stenner Wealth Partners+/CG Wealth Management. (Former: Morgan Stanley Managing Director/ #1 Ranked Barron’s List/California )
Stay tuned to the BNN Bloomberg Smart Wealth podcast for an exciting new episode airing on July 15th! In this episode, my next guest is Judi Cunningham, the founder of Trella Advisory Group. With over 25 years of experience, Judi works closely with family enterprises and families of wealth, setting global standards for professional advisors and chairing the Board for the Purposeful Planning Institute. Don't miss this MUST-WATCH episode! Subscribe for free on Spotify: https://lnkd.in/dEXQQ_aK Catch it on iHeartRadio: https://lnkd.in/dXKc-z88 Explore past Smart Wealth with Thane Stenner episodes here: https://lnkd.in/gYUxDh4S #stennerwealthpartners #thanestenner #judicunningham #trella #bnnbloomberg #podcast #smartwealth #trellaadvisorygroup #cgwealthmanagement #canaccordgenuity #thankyou
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Trella Advisory Group reposted this
Protecting, preserving, growing and successfully transitioning family financial futures.
We’re honoured to welcome Judi Cunningham, founder of Trella Advisory Group, in our latest episode of Legacy Builders! With over 25 years of guiding business families, Judi is renowned for spearheading innovative educational initiatives that help advisors better serve multi-generational families of wealth. Get Judi’s perspective on delicately facilitating complex family dynamics during enterprise transitions with our upcoming discussion. In this exclusive episode, we explore best practices for encouraging open questions over assumptions, giving family members agency in conversations, and assessing priorities to get to clearer decisions. Judi will also share hard-won wisdom on transforming unproductive communication into a constructive dialogue to find alignment during strategic plannings, so tune in this Friday at 7:00 AM MST! #LegacyBuilders Judi Cunningham, MA, FEA, CEPA Trella Advisory Group #FamilyWellBeing #FamilyLegacy #GenerationalWealth #SuccessionPlanning
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We are excited to share our Founder, Judi Cunningham, MA, FEA, CEPA, recently had the amazing opportunity to join Cory Gagnon on the Legacy Builders podcast. The episode, airing today, explores the ways facilitation can nurture stronger connections and resilience within family systems. Tune in for insightful discussions and valuable insights! https://lnkd.in/evSjA2B5 Beacon Family Office #featured #podcastguest #LegacyBuilders #podcast #thoughtleadership #insights
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Exciting news! Kathy Bright, MBA, FEA is leading "Integrating FEA into Your Practice" on January 25th. Tailored for FEAs, this workshop enhances your family enterprise advising skills. Learn cutting-edge tools and approaches to better guide your business families. Elevate your practice and register now! #FEA #FamilyBusiness #ProfessionalDevelopment
Are you an FEA designate who is interested in refreshing and deepening your understanding and application of family enterprise advising? Join the FEA community in Toronto on Thursday January 25th, with our facilitator, Kathy Bright. This workshop, designed specifically for FEAs, will help strengthen your family enterprise advising approach in your work with business families. Building on the FEA Program, you will learn new tools, techniques and approaches to better advise your family business clients. Learn more and register today: https://lnkd.in/gk-WcTyV
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