Our mission is to liberate and unify families in love and purpose
About Us
Stewardship: The responsible overseeing and protection of something considered worth caring for and preserving.
At the Family Stewardship Group, it is our privilege to steward your family to create a generational legacy and a secure Succession Framework™.
Our vision is...
A world where every person lives their potential realized
Our Foundation
01
Mutual understanding requires certain qualities in communication that go beyond talking and hearing.
02
You can count on us to lead, guide, and serve with integrity and accountability.
03
We are a trustworthy partner for families navigating the complexities of generational legacy and succession.
04
Our approach is tailored to each family’s unique needs, circumstances,
priorities and goals, individually
and collectively.
05
Being neutral and free from conflicts of interest (i.e., insurance, investment, and tax strategies), we provide independent advice.
Our Founder
TRUDY PELLETIER
Trudy has a go-first philosophy. This means she has done her own work ending historical family patterns, enabling her and her children to create a different future.
Trudy has a family to thank. Many years ago, a successful family was bravely sharing about the complexities of working together and how unresolved family conflict was the barrier to planning for succession. Trudy was captured by their passion and concern. At that moment, she chose her life’s work. Families who have worked with Trudy say they experience miracles.
Certificates, Designations, & Accomplishments
Certified Exit Planning Advisor
FAMILY ENTERPRISE ADVISOR™
Certified and licensed in ‘Empowering Men and Empowering Women’, material relevant for all genders
Certified Executive Coach
Certified Emotional Intelligence Expert
Certified in TRAITS Leadership Assessment
Trained Facilitator in Fierce Conversations®
Speaker for the 2017 World Business and Executive Coaching Summit
Author of Take a Walk on the Inside
Certified in Business Owner Transition Profile™
Mediator
Member of and former board member for Family Enterprise Canada
Member of the Alberta Business Family Institute