Viridian Family Office

Overview

Viridian Family Office Inc. serves enterprising families and business-owning families.³ Its website copyright identifies the firm as Viridian Family Office.⁴

History

Margaret-Jean Mannix has been at the helm since 2006.⁵

Leadership

Margaret-Jean Mannix, ICD.D, FEA, is Chairperson.⁶ Steve Nikiforuk, CPA, CA, FEA, ICD.D, is President & Chief Experience Officer.⁷ Julia Irwin, CPHR, MHRM, is Director, Family Advisory & People Strategy.⁸ Angela Hansen is Director, Corporate Services & Connection.⁹ Rebecca Andrew, CPA, CA, is Director, Finance and Accounting.¹⁰ Heidi Pitts is Director, Client Relations.¹¹

Services

Life-complexity services include consolidated net-worth reporting, legal-structure management, cash-flow management, tax coordination, trust and foundation support, financial planning, investment benchmarking, acquisition review, investment support, process review and philanthropic strategy.¹²

Family-governance services include succession and continuity planning, next-generation education, trust oversight, family and board meeting facilitation, decision-making practices, family constitutions and philanthropic advisory.¹³

Executive support includes personal, executive and paralegal support, corporate filings, minute-book maintenance, commissioner-for-oaths services, event planning and project management.¹⁴ Fractional human-resources services include recruitment, policy development, DiSC assessments, HR advisory, coaching, compensation, benefits administration, employee relations, payroll and engagement surveys.¹⁵

What the firm offers

• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client focus

The firm works with enterprising families and business-owning families.³

Investment philosophy and approach

The firm describes its approach through four pillars: People, Advisory, Governance and Support.¹⁶ Its advisory work includes financial reporting, tax planning and investment benchmarking coordinated with clients’ existing advisers.¹⁷ Governance support covers risk management, intergenerational planning, stakeholder communication and decision-making.¹⁸ Support can include personal, executive and legal assistance, bookkeeping and event planning.¹⁹ The firm says engagements are customized and handled with discretion and confidentiality.²⁰ It states that its business model is fee-for-service and that it does not profit from referrals or commissions.²¹

Assets and minimums

No assets or minimums are stated in the fact notes.

FAQs

Related resources

• LocationMultifamily offices in Calgary

  This Calgary-focused page helps compare how multifamily offices in the region may support wealthy families and business owners. It can add local context when considering services such as financial planning, tax planning, philanthropy, family governance, education, administration, and bill pay.

• GuideMultifamily office services

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• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Readers considering a Calgary firm can use those materials to learn about family governance, education, philanthropy, administration, and broader questions that may arise when organizing private wealth.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client prepare for conversations with a multifamily office. Questions can cover financial planning, tax planning, philanthropy, governance, education, administration, bill pay, client fit, and how regional considerations in Alberta may affect the relationship.

• Similar firmsFirst Affiliated Holdings Inc.
  HNW Services Inc.
  Our Family Office Inc.

  Profiles for First Affiliated Holdings Inc., HNW Services Inc., and Our Family Office Inc. provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms alongside a Calgary based practice can help a family or business owner identify differences in services, location, and stated information.

Sources

1. Alberta-Based Registrant List , accessed/as of 2026-10-23.
2. Viridian contact page , accessed 2026-10-23.
3. Viridian team page , accessed 2026-10-23.
4. Viridian approach page , accessed 2026-10-23.
5. Viridian team page , accessed 2026-10-23.
6. Viridian team page , accessed 2026-10-23.
7. Viridian team page , accessed 2026-10-23.
8. Viridian team page , accessed 2026-10-23.
9. Viridian team page , accessed 2026-10-23.
10. Viridian team page , accessed 2026-10-23.
11. Viridian team page , accessed 2026-10-23.
12. Viridian services page , accessed 2026-10-23.
13. Viridian services page , accessed 2026-10-23.
14. Viridian services page , accessed 2026-10-23.
15. Viridian services page , accessed 2026-10-23.
16. Viridian approach page , accessed 2026-10-23.
17. Viridian approach page , accessed 2026-10-23.
18. Viridian approach page , accessed 2026-10-23.
19. Viridian approach page , accessed 2026-10-23.
20. Viridian approach page , accessed 2026-10-23.
21. Viridian approach page , accessed 2026-10-23.
22. Viridian team page , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.