Family Is Where Purpose Takes Root

Nancy Marshall is a Managing Consultant & the Head of Family Office Solutions at Prime Quadrant.

Growing up in a family enterprise, coupled with close to 30 years in the financial services industry, Nancy understands operational and familial harmony, risk and conflict. Before joining Prime Quadrant, Nancy worked with ultra-affluent families at BMO Private Wealth assisting families in navigating all available options across the bank and helping them plan and navigate the M&A process. Before working on the wealth side, she worked in capital markets and corporate finance both in New York and Toronto for JPMorgan Chase covering some of the largest energy companies in North and South America.

Nancy holds an MBA in Accounting from Saint Mary’s University and a BComm in Marketing and Management from Mount Allison University. She also holds the Family Enterprise Advisor (FEA) designation. Aside from being busy with her husband and three ‘almost-grown’ children, Nancy is a competitive equestrian and an avid tennis player.

Jolene Watkin is an Associate at Prime Quadrant and the Co-Founder of Konnect Better.

Jolene is a Western University graduate with an Honours degree in Business Management and Organizational Studies, specializing in Consumer Behaviour. Her professional experience includes internships with HearstLab in New York, where she supported female-led SaaS start-ups in securing Series A funding, and CGI in Toronto, where she refined her project management and business development skills.

At Konnect Better, Jolene leads the development of interactive tools designed to help people build stronger and more meaningful relationships.

Outside of work, Jolene enjoys fashion, food, and sports, like soccer and pickleball. She was actively involved in university clubs, including the Women in Business Club and SPUR Fashion Club, where she served as head stylist. Her community work includes philanthropic initiatives that support local food banks and raise awareness for the Princess Margaret Cancer Foundation.

Angela Smith began her career as an articling student at Deloitte in Calgary. Throughout her twelve years with the firm, she worked with both the audit and tax teams and rounded out her tenure as a Senior Tax Manager in the Private Company Services group. Angela was a trusted advisor who worked closely with her clients through corporate reorganizations, the implementation of strategies associated with estate and succession planning, and the completion of corporate, trust, and personal tax compliance.

Angela then transitioned into her role as the Director of Tax and Accounting at Canadian Family Futures. As a multi-family office specializing in the successful transition of wealth over generations, she worked closely with high-net-worth families as their Chief Financial Officer. Angela focused on reducing complexity and preserving capital to achieve the family's financial goals. She provided proactive management and oversight of her client's financial affairs including tax planning, cash flow management, budgeting and credit needs as well as financial education for the next generation.

Angela graduated from the University of Saskatchewan with a Bachelor of Commerce and a Masters of Professional Accounting. She is a Chartered Professional Accountant (CPA) and has completed levels I and II of the In Depth Tax Program.

When she's not at the hockey rink, football field or music studio with her young family, Angela enjoys travelling and spending time in the outdoors.