Heggum-Allen, Terri

Terri Heggum-Allen, Imago Educator
Loftus Allen & Co. Chartered Accountants
& Family Business Advisor
5409 Eglinton Avenue West, Suite 107, Toronto, ON, M9C 5K6
905-566-7333 Fax: 905-337-8260


Terri has over 20 years of experience advising families in business, and, as a member of a third generation family business, is well aware of the challenges in running a family business. In her role as a family business consultant and coach, Terri helps families both celebrate their successes and deal with all issues that impact the future direction of their business.  She has facilitated the design and development of transition plans, provided comprehensive estate planning services, conducted detailed analysis and compiled business plans for a variety of privately-owned businesses. 

Terri is a trained Imago Educator.  As an educator for the SuccessCare Program, Terri focuses on enhancing the facilitation skills of advisors and improving communication between all stakeholders in a family business.  She is a member of the Family Firm Institute and holds their certificate in family business advising.  For many years, Terri has actively supported the Canadian Association of Family Enterprise (CAFÉ), a not-for-profit organization dedicated to promoting the well-being and understanding of families in business, as past National Executive Director, co-facilitator for CAFE’s Family Business Meeting Facilitation Course, and chair of a Personal Advisory Group.

Visit her family’s business website at www.loftusallen.com and take the free confidential discovery questionnaire.

Terri has been married to her husband and business partner Steve Allen for over twenty years.  Steve and Terri have successfully worked with Imago dialogue themselves.  They practice Imago dialogue regularly with their five sons.


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