Randy McLachlan

Managing Director @Genbridge Family Offices Inc

Burlington, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2009 — Present

Managing Director @Genbridge Family Offices Inc

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Multi Family Office - MD responsible for:(1) overseeing the financal wealth management, estate planning and philanthropic needs of families of significant wealth;(2) Overseeing and facilitating the development of the families\' human capital through family governance structures, mentoring, coaching and financial education of family members; and intergenerational transitions.

EDUCATION

1981 — 1984

Dalhousie University

LLB,

1986 — 1988

Ontario Institute of Chartered Accountants

CPA, CA

1976 — 1981

University of Regina - Luther College

Bachelor of Administration (B. Admin) and Bachelor of Arts (B.A.), Finance, Accounting, Tax, Economics and Politics

SKILLS

High Net Worth IndividualsInvestmentsEstate PlanningPortfolio ManagementStrategic Financial PlanningVenture CapitalDue DiligenceMergers & AcquisitionsStrategic PlanningInvestment StrategiesAsset ManagementWealth ManagementWealthFinancial ModelingMergersBusiness StrategyAlternative InvestmentsEquitiesPrivate EquityAsset ManagmentFinancial AnalysisCoachingFinancial Planning

ABOUT RANDY MCLACHLAN

Financial Therapist to Families of Significant Means

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Randy McLachlan — Managing Director at Genbridge Family Offices Inc in Burlington, ON, CA | Unifers