New World Financial Firm Hosts Morning Seminar For Business Owners On The
Basics Of Running A Family Business

TORONTO, June 30 /CNW/ - New World Financial consulting firm is partnering with Loftus Allen & Co, an accounting firm focused on family business, to host a seminar titled "Family Business Basics" targeted at Business Owners who are looking for guidance on running and working in a family business.

Presented by Steve Allen and Terri Heggum-Allen, Family Business Advisors and Partners of Loftus Allen & Co, Family Business Basics will be held at 20 Bay St, 11th Floor, in the offices of New World Financial; a financial advisory firm in Toronto specializing in servicing the unique financial needs of Business Owners and founders of the BOSS (Business Owner Seminar Series) events in Toronto.

Allen and Heggum-Allen hope to be able to help attending business owners understand how their own family businesses work, the strengths, challenges and dynamics of running and working in a family business, and to also assist business owners on how to plan for the biggest challenge facing a family business in the next decade - TRANSITION.

"We are excited to partner with Loftus Allen to bring this valuable topic to our Toronto business owners", says Augusto Hidalgo, founder of New World Financial. "There isn't enough education and assistance out there to help guide those who have family businesses in the right direction and Steve and Terri have dedicated their careers and business to helping families in and through various stages of business transition."

Steve Allen has been living family businesses for over 30 years, first as the third generation of his grandfather's CA practice, then as a family business facilitator. Steve has been a member of CAFE since 1994 and also served as President of the GTA Chapter. He gained his governance experience on many boards of private companies and through completion of the Corporate Directors Course at Rotmans.

Terri Heggum-Allen has been a family business educator/coach for over 25 years and holds a certificate in family business advising from the Family Firm Institute. She served as the National Executive Director of CAFE for 5 years and has taught their Family Council Program. Terri is also a communications specialist and a trained IMAGO educator. Terri and her husband Steve are partners in their own family business.

To register for the upcoming July 7th seminar, Business Owners may call Brenda at New World Financial at (416) 840- 0425, email or visit

New World Financial is a financial planning and management consulting business created to assist Business Owners in Ontario to co-ordinate the funding of their business' capital requirements and their retirement savings. Through the NWFIN savings and loan system, New World Financial offers business owners a way to turn leasing payments into retirement savings and also provides other financial planning and advice. For more information on New World Financial and their upcoming events, visit


For further information: For further information: For all Media Inquiries or to set up an interview, please contact: Brenda Andrew, Marketing/PR Consultant, New World Financial, Phone: (416) 803-5500, Email:

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