The Succession Plan

DAVID BRADLEY
Work Alignment, Assessment and Methodology

David is our founder and President.

With over two decades of knowledge and experience, David understands the thought process and methodology needed to create a solid Succession Plan.

He is licensed and certified in the use of powerful alignment and behavioural assessment tools that are used to match people with roles that are conducive to their success.

DAVID N. BEAVIS
LLB, CFP, TEP

David Beavis is the founder and President of Counsel Financial. He applies his extensive tax and legal training to help business owners and high net worth families with tax and financial planning strategies. His goal is to build, preserve and protect their financial security.

David has many years of practical experience working with clients to create:

  estate planning programs to allow family input and agreement
  business succession plans to allow a smooth transition of ownership to interested parties or by sale
  tax effective buy/sell arrangements to protect the shareholders/partners interest in the business
  asset protection and tax planning
  retirement income plans including maximizing tax opportunities
  tax effective plans for charitable giving

David is key member of the "Succession Planning Group" and can be contacted at (403) 457-2119 or by email at david@counselfinancial.ca

KEN LITTLE
Partner, Carscallen LLP

Ken Little has a blend of experience that includes will and estate planning, tax, corporate reorganizations and commercial transactions that has come from almost three decades of practice in relationship with his clients addressing their succession issues. Ken and his colleagues provide a personal approach to the often sensitive issues that arise in the succession planning process.

Carscallen LLP is available to assist you through all aspects of the succession planning process.

Founded on principles of trust, responsiveness and progressive thinking, Carscallen LLP is a mid-sized business law firm based in Calgary providing a comprehensive range of legal services and offers value-based business solutions for you and your organization.

Additional information about Carscallen LLP may be found at www.cllawyers.com.

MARILYN JOHNSON, B.Sc., CCC
Executive Coach, Facilitator, Trainer

Marilyn Johnson is one of our senior Project Managers and is a Certified Executive Coach with a solid business background and fifteen years of experience as a consultant, facilitator and trainer.

As you add people to your ‘Talent Pool’, most will benefit from some focused performance coaching to fast-track their leadership skills and competence levels. When current employees are struggling, in transition, or could be excelling and aren’t, she gets them to take effective action and helps management grasp which motivational factors to leverage. Marilyn works with leaders and managers helping them tap into their core strengths , build confidence and achieve the desired results faster and with less stress.

Marilyn ‘gets it’ having traversed through careers as a technical researcher into industrial sales and then executive responsibilities prior to starting consulting in 1992. She will guide your people with a wealth of practical business experience and the rigor of formal training in coaching, facilitation, sales and management. As a trained facilitator she helps teams and individuals set priorities, clarify direction and develop effective strategies to perform at a high level.

Marilyn is a members of the ‘International Coach Federation’, ‘Calgary Association of Professional Coaches’ and the ‘International Association of Facilitators’.