Every business owner considers succession planning at some point. Involving family is often seen as a viable option, but what benefits does it bring?  

Father-daughter duo Chris and Paulina Hadjiyianni share their practice’s 40-year journey of serving families and the advantages of keeping it in the family. 

As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning. Maybe a son or daughter, nephew or niece might want to keep the business going and grow the business in a new direction. 

Today, we’re chatting with father-daughter duo Chris Hadjiyianni and Paulina Hadjiyianni of Hadjiyianni Financial in Waterloo, Ontario, who have done just that. They’ve been helping families and professionals manage their finances and achieve their goals for over 40 years.

Chris is a Wealth Advisor and highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years.  

Paulina is an Associate Portfolio Manager dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University. 

Schedule a virtual coffee with me using the form on the right.  

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Cheers,

Chris