For  Metro Vancouver business owners, Strategic Succession is the local expert that delivers a unique mix of business value enhancement  and exit readiness solutions. Unlike accounting firms and business consultants, only Strategic Succession  provides the combination of expert  financial planning advice, access to an exclusive network of professional  Trusted Advisors, hands-on  service and results.

 
 
 

John Robinson CEPA, CFP, EPC

President & ceo

 

John Robinson, President & CEO of Strategic Succession, creates business succession strategies, business value enhancement & personal wealth plans. He helps clients align personal and business goals, such as preparing their businesses for transition to new ownership, estate planning, risk management and actively preparing for multiple contingencies to maximize value. John is also the founder of the Trusted Advisor™ Network, which provides complementary advisory services for business owners.

 

Strategic Succession is an independent advisory firm. Founder, John Robinson, has been helping business owners build value in their companies and optimize sale or succession outcomes for 35 years. He is a Certified Financial Planner (CFP), Elder Planning Counsellor (EPC) and Certified Exit Planning Advisor (CEPA) designation from the Chicago-based Exit Planning Institute. The Institute is the leading worldwide association of professional advisors helping business owners create and execute proactive exit strategies.

John has had 2 successful exits of his own, and so he knows first hand the challenges business owners face when getting ready to sell or exit. You may run into John in a variety of professional organizations including Advocis Estate Planning Council, ACG and the Board of Trade.  In his spare time, he serves on the Board of Directors for the Scottish Rite Charitable Foundation and is a contributing member of Rain City Housing & Support Society.

June BorlÉ

Private Health Services Plan & Trust Specialist

June's guaranteed personal service and expertise at helping small businesses improve their health and dental plans with a Private Health Service Plan/Health & Welfare Trust is unmatched.

After putting more than a thousand plans in place over the last ten years, June offers the experience and insight to help streamline the process and create the right design to suit any client’s needs.

When it comes to the health of your business and your employees, June has the skills and the knowledge to write the perfect prescription to customize individual plans for you and your employees. She is known for being trustworthy, straight forward, and honest with an immense amount of integrity. 

THE TRUSTED ADVISOR™ NETWORK

Best-In-class professional advisors

Built over the past 15 years, the Trusted Advisor™ Network is a group of strategically-aligned business individuals, who are familiar with the value acceleration process. Through experience, we have developed a seamless process between our respective disciplines, and strive to serve the needs of our mutual clients.

 

Ryan Witmeyer

wealth strategist

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As a wealth strategist, Ryan specializes in de-risking companies and creating low-risk tax-sheltered capital pools to enhance business value and increase flexibility for business owners. Ryan coaches clients on transformational wealth strategies to protect assets, minimize taxes, and improve cash flow. He is a numbers and strategy guy at heart, calling on his experience as a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU) and traditional BComm education in Entrepreneurial Management (Royal Roads University).  Ryan has a passion for personal and business development and is always looking for more efficient and sustainable ways to operate.

Connie pearce

Executive Assistant

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Connie joined our team in 2014 as John’s Executive Assistant and has become an integral part of The John Robinson Group. Connie enjoys liaising with clients and upholding strong relationships with our partners and affiliate organizations.

In her spare time, Connie enjoys travel and spending time with her grand-daughter.