Posts by Melissa Wells

Speaker:  Andrew Wall, President, Sandler Training Milton Andrew Wall, owner of Sandler Training’s Milton location since 2006, works with clients from entrepreneurs to teams at large corporations to provide a “breath of fresh air” to their business development activities. Andrew’s training provides strategic management and...

David J. Mifsud Associate, Estate, Business, and Charity Law Ross & McBride LLP This session will define and explore the different types of inter vivos trusts and when they may be relevant in planning for your client. We will look at the effect of recent...

Brown Lawyers EPC Presentation March 2016 Estate planning professionals recognize that Canadians face a difficult succession climate. Family dynamics, estrangements, mental health issues and poor financial planning have all contributed to challenging and challenged estate plans. Preventive law philosophy provides the tools for families to...

Speaker:  Michael Evers, CFP, CLU, ChFC The purpose of this presentation is to illustrate how some of your best clients may be able to take advantage of some little-understood benefits granted by CRA to Business Owners who happen to also own life insurance. This is...

Often the majority of a business owners’ personal wealth is tied up in an investment in a business. Part of long-term estate planning, business owners retire from their business and sell the business.  Bruce Horsley will provide a presentation on “Preparing the Company for Sale”. ...