Member Phil Kriszenfeld B.A. Q. Med., FEA, CEA will be presenting on conflict resolution in the family business. Phil Kriszenfeld is a Family Business Advisor and Mediator focusing on high conflict Family Businesses and Partnerships who will be talking about how to address conflict within […]
This presentation will review some of the trends being noted in the financial services industry relating to beneficiary designations, addiction/mental health issues and capacity. The presentation will also consider the impact insurance trusts have on planning where these issues arise. There will be a focus […]
Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations. Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective […]
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