Adam co-founded Cambridge LLP law firm in 2010. Cambridge LLP now has four offices in Ontario and over 30 employees (18 lawyers). Adam is managing partner of the Estates Group which focuses on estate planning, administration and estate litigation. Adam has been certified by the...
“The Virtual Family Office: Wealth & Health Stewardship” Loren Francis, Highview Financial & Susan Hyatt, Silver Sherpa Meal Choices: Chicken Stuffed with Spinach and Roasted Red Pepper or Stuffed Portobello Mushroom (Vegetarian and Gluten-Free)
Member Phil Kriszenfeld will be presenting on conflict resolution in the family business. Phil Kriszenfeld B.A. Q. Med., FEA 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 these...
This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans. Kate is a Wealth Strategist with legal background and...
Suzanne Schultz, CPA, CA, CFP Vice-President and Estate Planning Specialist RBC Wealth Management Financial Services Inc. PRESENTATION: Tips and Traps when Including Annuities in a Client’s Planning In this presentation Suzanne will talk about the different kinds of annuities available on the market, the taxation of...