LGA | Lansberg Gersick Advisors

→LGA is an advisory and educational partner to the world's leading family enterprises.
→We provide actionable insights and trusted advice to sustain the continuity of family legacies across generations.
→Our global team has decades of research and consulting experience, navigating the complexities of family enterprise systems. We are the originators of theories and concepts that are widely adopted as best practice in the field.

Advisor

Flourish Advising

Principal

Flourish Coaching

Executive Coach

Next Step Advisors

Associate Advisor

Peterson Real Estate

Director, Development

Manager, Investments

Development Manager

Urban Development Institute - Pacific Region

U40 Vice Chair

Townline Group of Companies

• Conduct proforma analyses for development opportunities
• Engage in area mapping for land acquisition prospects
• Manage rezonings and other municipal processes
• Complete and review summaries of notable rezoning applications in the Greater Vancouver area
• Design, assemble and coordinate Request for Proposal(RFP) packages for various public open bids
• Create and design internal information packages in order to visualize and quantify competing product

Junior Development Manager

Peterson Investment Group

•	Performed feasibility analysis of potential development sites
•	Assessed financing and term sheets for various mortgages on commercial properties 
•	Managed full-cycle accounting for strata management arm
•	Reviewed current Lower Mainland rezoning applications to stay abreast of current developments

Manager, Business Development

•	Liaised with HSBC for all day-to-day banking issues for over 100 staff
•	Implemented macro programming to reduce time spent on repetitive tasks by upwards of 75%
•	Managed cash-flow issues and directed cash between more than thirty corporations

Corporate Assistant

Family Business Advisor for Generational Businesses | I help generational family businesses chart a brighter future.

Are you a Patriarch/Matriarch or next generation member of a family business?

That’s where I can help.

Tell me if this sounds familiar to you:
→ Squabbling over status or money 
→ No clarity about the future of the enterprise
→ Difficult discussions don’t happen or blow-ups when they do
→ A sense of helplessness around how to get to where you want to go

And you know you want this to change. But you’re not sure how.

A little about me.

I bring my 10 years of working in my own family firm. So I get the high-stakes and how hard it is to change. 

And I work with some of the world’s leading family enterprises. They bring me in and trust me to guide them through treacherous terrain. 

But no one has lived your family’s life before. 

We’re not searching for some other family’s right answer.

We’re looking for yours.


Because you deserve a future where the business and the family are thriving. 

Where family still connects for birthdays and the business continues to grow. 

Instead of anxiety about the future, you can have confidence in the capability of the next generation. 


When we work together we’ll:
→ Get to the heart of your family’s issues and identify how to start resolving them
→ Build capacity as a family and individually to get to where you want to go
→ Align around a shared vision that everyone can buy into
→ Create a safe container to have difficult conversations

How to work with me:
→ Continuity Audit + Implementation
Understand the core issues that your family needs to address and walk away with an actionable plan on what to do next. I will help you implement, maintain momentum and build capacity as a family. 

→ 1:1 Coaching
I will support you 1:1 and we will help you identify where you want to go and how you are going to get there. Because your potential isn’t fully realized and who you are isn’t finished. So who are you becoming? Let’s answer that question together.

If you’re interested, book a free call:  idm.in/tylinkabt

Tim Yeung

Coromandel Properties Ltd.

For Coromandel Properties, family, community and the environment are at the core of every successful home.  For my daily tasks, I ensure it can achieve Coromandel values. 

-Prepare and distribute forms and correspondence letters to the new homeowners and update owners' information in the system 
-Maintain warranty documents records and follow up with trades for outstanding documents.  
-Prepare utilities accounts information and ensure there is smooth utilities transfer to strata management company 
-Help out for the projects closing 
-Schedule appointments with homeowners, trade and a warranty supervisor in a timely manner.  
-Track and follow up all the outstanding warranty service requests 
-Ensure warranty requests info in the homeowner portal is up to date and accurate

Homeowner Care Coordinator

FirstService Residential BC

-Prepare AGM/SGM supplies for strata managers and fulfill their special requests 
-Maintain database and update information for more than 7,000 storage boxes in Butler storage 
-Scan, save and file documents with high accuracy 
-Mail more than 200 strata ‘s minutes, AGM and SGM notices to owners in a timely manner 
-Ensure AGM/SGM notices are sent out 20 days before the meeting as required by the Strata Property Act

Admin Assistant

-Checked and posted Strata Financial Statements on Connect 
-Distributed draft audit reports to strata managers and council 
-Verified weekly Check Registered Reports and stamped check number on invoices 
-Distributed Bank Reconciliation and Bank statements to council's treasurer

Property Accountant Assistant

City of Burnaby

Visit seniors located at Burnaby, provide support for them

Seniors Visiting Volunteer

Grenville Mangement and printing

-	Greeted clients in a pleasant and professional manner at the reception area
-	Transferred incoming phone calls to the appropriate co-workers
-	Prepared waybills and export documents for outgoing courier packages
-	Arranged courier for pick up 
-	Distributed and processed the incoming mails and couriers for 200 co-workers
-	Allocated courier expenses to the appropriate department
-	Coordinated the product returns to the company
-	Directed clients to the  appropriate co-worker for further assistance
-	Coordinated with third parties to provide basic office maintenance
-	Performed maintenance of office supplies and ordered supplies

Temporary Mail clerk

Direct Banking, HSBC Canada

Time Management Skills
-Reviewed 10,000 sales leads within 3 weeks to capture missing sales leads of specific financial products
-Assigned new sales leads to account managers within time limit
-Prepared weekly sales and phone call statistics reports to branch managers

Customer Service Skills 
-Received emails inquiries from customers and provided appropriate solutions
-Handled co-worker inquiries regarding operation procedures 

Problems Solving and Communication Skills 
-Communicated with the relationship managers to educate the sales leads creation, therefore, decrease discrepancy between system records and actual sales data 
-Made the consumer delinquency reports more concise so Account Managers can avoid making unnecessary phone calls

Accomplishment in HSBC Canada
-Modified the content and format of spreadsheet  to increase data entry efficiency by 25%  and made the reports more presentable (Advanced Excel Skills)
-Educated account managers to decrease discrepancy between actual sales data and data captured by computer system, as a result sales revenue can be reflected accurately in the department ledger (Communications and interpersonal skills)
-Developed and maintained the excel database for reconciliation between actual sales data and the sales data captured by the computer system (Problem solving skill)

Operation and Risk Associate

Hang Seng Bank

Administrative and Computer Skills 
·	Maintained database records of physical securities certificates 
·	Experienced in using MS Excel Macro to manage daily transaction orders
·	Proficient in using Mail Merge to deliver large volume of client statements

Customer Service Skills 
·	Complete the KYC validation to securities transfer and withdrawal instructions in adherence to the established guidelines
·	Responded to all requests in timely and courteous manner by telephone, email and walk-ins 
·	Explained complicated investment service to customers in a simple way
·	Scanned and forwarded phone calls to appropriate person
·	Arranged appointments with clients regarding securities withdrawals 

Team Leadership Skills 
·	Led a team to carry out action plans for service improvement 
·	Proactively participated in group planning and worked well with team members
·	Act as second level escalation for complicated securities transfer instructions
·	Prepare the required documents for credit department to release fund and securities of margin accounts customers

Retail Investment Operations Officer

Career Objectives:
Contribute my communication, problem-solving and interpersonal skills to the company

Summary:
-Positive work attitude, hard working and detail oriented
-Clients service, clerical, courier and reception experience in various industries 
-Multi-tasking with high accuracy 
-Knowledge of 2-5-10 New Home Warranty

At a minimum, home warranty insurance coverage includes:
-2 years on labour and materials (some limits apply)
-5 years on the building envelope, including water penetration
-10 years on the structure of the home

Specialties: 
1. MS Office (Excel, Word, Access, PowerPoint and Ms Outlook)
2. Home Owner Portal 
3. CRM software 


taplio

The Battle

Tim Yeung

Jonathan Lau

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