The Quay, 100 Queens Quay East, 3rd Floor
In Person
Are you a business owner thinking about the future of your company and your personal wealth? Join us for an engaging and practical session designed to help you navigate the complexities of business succession, minimize tax exposure, and protect what you’ve worked so hard to build.
In this comprehensive presentation, our expert speakers will guide you through:
- The essential steps and best practices in business succession planning
- Key tax and estate planning strategies to maximize your wealth
- Real-world solutions for managing liquidity needs and avoiding double taxation
- The critical role of shareholder agreements and family governance
- How insurance can provide immediate capital and safeguard your legacy
Whether you’re planning to pass your business to the next generation, sell to a third party, or simply want to ensure a smooth transition, this session will equip you with actionable insights and practical tools for success.
Take charge of your business future—secure your legacy and protect your wealth for generations to come.
- Business owners
- family enterprise leaders
- and anyone involved in succession or estate planning.
CIBC is a leading Canadian bank serving 13 million personal, business, public sector, and institutional clients. It provides a full range of banking, wealth management, and capital markets services through digital platforms and branches in Canada, with offices in the U.S. and globally. Personal banking includes accounts, credit cards, mortgages, investments, insurance, and financial advice, while business banking covers accounts, credit, cash management, and solutions for managing cash flow, financing, and daily operations.
Agenda
TBD
Speakers
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Jacqueline Power
MFA-P
Jacqueline is the Director of Tax and Retirement Research at Fidelity Investments, based in Toronto. With more than 25 years of experience in the financial services industry, Jacqueline focuses on tax and retirement planning, collaborating with financial advisors to address a range of technical and planning questions.
Her work includes developing and delivering presentations for advisors and investors, as well as providing one-on-one consultations on tax and retirement issues. Jacqueline’s background includes several senior roles at Mackenzie Investments, such as Assistant Vice President and Director of Tax and Estate Planning, where she contributed to research, resource planning, and educational materials.
Jacqueline holds a bachelor's degree in economics from Western University and the Master Financial Advisor – Philanthropy (MFA-P) designation from the Knowledge Bureau.
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Brian Cabral
CFP, CLU, TEP, FEA, Estate Planning Specialist, CIBC Wood Gundy
Brian brings 17 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. Brian has been published on advisor.ca and Advisor’s Edge magazine, appeared in The Globe and Mail, Morningstar.ca, and co-authored a chapter in Advisors Seeking Knowledge published by LexisNexis. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter, the Society of Trust and Estate Practitioners (STEP), and associate member of the Conference for Advanced Life Underwriting (CALU).
Tickets & Registration
Members:
- $20
Non-Members:
- $35