About Us

who we are

Our Profile

We saw a big problem that business owners face. There are too many successful business owners struggling to properly transition out of their businesses.

The reality is that any person that works in financial planning, estate & tax law, accounting, or insurance can claim that they offer succession planning services.

But do these professionals, when taken on their own, have the resources required to properly execute your succession plan?

We believe that having access to a collective of highly specialized individuals is paramount to coordinate and execute a successful succession plan.

That’s why we formed Next Chapter Succession Planning Inc.

Why work with us?

You shouldn’t have to spend all of your time consumed with executing your exit strategy.

Next Chapter thinks that you should hear one voice and one plan. And only after the professionals required to execute your unique exit strategy have had the chance to come to the table, work together behind the scenes, and develop options for your review.

When you work with Next Chapter, the benefit is peace of mind that from start to finish, we have the expertise to handle any unique planning you require. And you can have peace of mind knowing that your business, your legacy will carry on and still impact your community. But primarily, you can have peace of mind that moving onto the next phase of life will be a seamless transition and that your decades of hard work has paid off.

President at Platinum Business Services

Our Team

Douglas Lochhead - Advisor at Granite Financial Group | NCSP

Douglas Lochhead

B.Comm (Hons.)
CFP, RFC, CIM

President & Senior Financial Advisor at Granite Financial Group
With over 30 years of experience, Doug’s specialty lies in working with high net worth business owners and professionals who wish to minimize taxes while preserving their wealth…
Keith Findlay - Partner at Scarrow and Donald, LLP | NCSP

Keith Findlay

FCPA, FCA

Partner at Scarrow & Donald, LLP

Doug Forbes - Partner, Acquisitions and Financing Lawyer at TDS Law | Next Chapter Succession Planning

Doug Forbes

Partner, Acquisitions and Financing Lawyer at TDS Law
Doug Forbes practices in the areas of Corporate/Commercial Law with an emphasis on transactions and financing; in Real Estate Law, with an emphasis on buying, selling, financing…
Jason Pusiewich - Senior Private Banker at Pekarchuk Ochman Group | Next Chapter Succession Planning

Jason Pusiewich

Senior Private Banker, Team Lead at Pekarchuk Ochman Group
Greg Libbrecht - President at Platinum Books and Five Star Accounting | Next Chapter Succession Planning

Greg Libbrecht

Greg Libbrecht – President – MBA – is responsible for the vision and business development of Platinum Business Services Ltd
Platinum Business Services company purpose provides clients with piece of mind that their in fiscal year finances…
Frank Lavitt - Head of Tax Department at Taylor McCaffery LLP

Frank Lavitt

Partner, Head of Tax Department at Taylor McCaffrey LLP.
Frank’s very active practice has been restricted exclusively to corporate and commercial, tax, tax dispute resolution, wills, estates and trust law from its inception. In addition, he has taught taxation law…
Jean-Eric Plamondon - Serial Entrepreneur, Certified Value Builder Advisor, Business Consultant at NCSP

Jean-Eric Plamondon

Serial Entrepreneur, Certified Value Builder Advisor, Business Consultant
Steven Beal - Founder of Beal Business Brokers & Advisors

Steven Beal​

Steven Beal, MBA, CPA, CGA, CFA, CBV, CBI, M&AMI is the founder of Beal Business Brokers & Advisors, a boutique firm that specializes in helping individuals and businesses buy, sell, value, and improve their business…

Kelly Faubert - Senior Account Manager at NCSP

Kelly Faubert

Kelly Faubert is a Senior Account Manager for BDC.

We are a different kind of bank. We are Canada’s business development bank and the only financial institution devoted exclusively to entrepreneurs…

Let's get the conversation started

Complete the form below to connect with the Next Chapter Succession Planning Inc. Team

Scroll to Top