Episode Summary
Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford’s most admired workplace cultures, the Heppells share their journey of grit, vision, and leading with purpose.
They share how they built a thriving business grounded in people-first values, operational excellence, and community impact, and why generosity is now embedded in their culture, from philanthropy to employee engagement.
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The Wealth Exchange
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Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada. While we recognize that there may be differences between the Nicola Core Portfolio Fund and the Maple 8 pensions, this comparison is based on our assessment of shared investment characteristics between the two. For instance, the Maple 8 pensions invest in a diverse range of asset classes including real estate, infrastructure, and private markets, paralleling our own investment universe. Additionally, both focus on long-term strategic asset allocations. The performance comparisons provided in this document are based on the best available information at the time of preparation and is subject to change without notice. While we strive to ensure accuracy, we do not guarantee the completeness or reliability of third-party data, and no liability is assumed for any errors or omissions.


