Founding Partners
Fred Schleich, C.A., President Fred co-founded Care Planning Partners in the fall of 1993 after having consulted to the seniors' housing and care industry since 1990. A thorough knowledge of the seniors' housing market and of the market and financial feasibility process, coupled with a strong financial background and a clear understanding of the development process, enables him to bring a wide spectrum of experience to clients.
Fred is a Chartered Accountant having obtained his professional designation with Coopers & Lybrand in 1974 and is a graduate of the University of Toronto (1968) with a Bachelor of Science degree. Fred was employed by Coopers & Lybrand for a period of ten years, largely in the accounting and auditing practice, specializing in financial services, real estate and insurance, with experience in hospitals, having audited Sunnybrook Hospital. He left the firm as an Audit Manager to become Senior Vice President, Treasurer and Director at Walwyn Stodgell Cochran Murray Limited, the first Canadian Investment dealer to go public.
At Walwyn, Fred was Senior Vice President, Treasurer and Director and was a member of the management committee. With responsibility for financial reporting, treasury, human resources, office administration and the client service departments for the firm's premier investment account and for its tax products, Fred was responsible for several mergers, acquisitions and divestitures and in taking the company public. With a strong background in systems and procedures, he was instrumental in starting the systems and internal audit departments and in the design of the systems relating to the firm's Asset Management Account and Self Invested RRSP Account, both the first of their kind in Canada.
Fred was also President and a Director of The White Light Hospice Foundation (1991 to 1999), a charitable foundation dedicated to establishing a free standing in-patient hospice for terminally ill cancer patients, and as president was instrumental in starting a respite and day care hospice centre.
Derek Mercey, Vice President Derek co-founded Care Planning Partners Inc. in 1993, which has since established itself as the preferred source of industry information and market intelligence among key stakeholders including lenders, developers, real estate professionals, seniors' housing owners and managers.
Recognizing a need for better information relating to the housing and service alternatives available to seniors and their families, Derek spearheaded the development of TheCareGuide.com in 1996 and the 2002 launch of The Care Guide, Canada's premier guides to seniors' housing and care services.
Derek holds an Honours Degree in Business Administration from Wilfrid Laurier University in Waterloo, Ontario. During his studies, Derek worked as a caregiver in a home for special care, where he assisted in the development and implementation of residential care programs for youth residents. He also worked with a Toronto-based consulting firm that specialized in the retirement residence sector.
Derek serves on the Board of Directors and is Chair of the Commercial Committee of the Ontario Retirement Communities Association, and is past Treasurer of the White Light Hospice Foundation, a Toronto-based charitable group striving to build a free-standing hospice for terminal cancer patients.
|