March 5, 2019 Full Day Event
There will be seven topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
5 Mar 2019, 8:30 AM
8.5 CPD hours
Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:
- Registration – 8:30 a.m. to 9:00 a.m.
This presentation will review:
- The need for professional advice from families with special needs dependents.
- Planning strategies that can protect families and their special needs loved ones
- Review the technical details of Registered Disability Savings Plans (RDSPs) and the impact on social assistance benefits.
Speaker: Erez Zevulunov of MIT Consulting
Top 10 Digital and Social Media Trends 2019(11:10 a.m. to 12:10 p.m.)
Most people believe that social media marketing is the magic wand in digital marketing today. In fact, they believe that it is the most important tool in marketing – period.
What they don’t know is that the digital marketing landscape is evolving rapidly, day by day, and what may have been true in the past will not necessarily be true in the future.
In addition, the trends of 2018 are definitely not the trends of 2019, and understanding how digital marketing is evolving will provide you with an advantage over your competitors.
In this presentation, you will get valuable insight on the digital marketing landscape, and will get to see 10 Digital Marketing Trends that should be in your planning horizon if you wish to become a market leader.
Speaker: Neville Pokroy, B. Com (Hons) of Mastermind Solutions Inc.
4. STOP EXERCISING! The Way You Are Doing it Now. (12:15 p.m. to 1:15 p.m.)
Speaker: Igor Klibanov, CEO of Fitness Solutions Plus
5. Advanced Tax Planning for Business Owners Wishing to Sell Their Business (1:15 p.m. to 2:15 p.m.)
JP Laporte, CEO of INTEGRIS Pension Management Corp. will review a number of advanced tax strategies to minimize or eliminate taxation in a sales transaction:
- Using personal pension plans to purify a company in order to enable the shareholder to claim the lifetime capital gains exemption
- Using terminal funding deductions (sometimes as high as $1,000,000) to provide an offset against recaptured depreciation in the case of an asset sale
- Passing wealth from one generation to the next without tax on death and reducing the purchase price
6. Investment Insurance-Solutions the banks don't talk about (2:15 p.m. to 2:45 p.m.)
Most financial institutions like to talk about stocks, mutual funds, and ETF's. However, what happens when the next recession hits? Allan will discuss solutions that are guaranteed to help your client 'Sleep Well At Night' through the vehicle of insurance.Speaker: Allan Madonik, BA, DTM of Blue SWAN Financial
7.TBA (3:00 p.m. to 4:30 p.m.)
Speaker: Brian Gottheil, J.D. of Bernardi Human Resource Law LLP
8. Third Party and Advisor Penalties under the Income Tax Act (4:30 p.m. to 5:30 p.m.)
Speaker: Robert Kepes, B.C.L, LL.B., TEP of Morris Kepes Winters LLP
The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Lawyer and HR Advisor
Bernardi Human Resource Law LLP
Brian has been practising employment and labour law since 2010 and joined Bernardi Human Resource Law in 2014. His legal practice focuses on giving proactive strategic advice that helps employers to resolve conflict and avoid legal disputes. Brian regularly advises employers on employee terminations and severance packages, avoiding constructive dismissal, employment standards compliance, human rights and accommodation, disability management, and labour relations. He also conducts workplace harassment investigations.
Brian is an accomplished corporate trainer with experience training managers, supervisors and human resource professionals on topics such as harassment awareness, effective performance management, conducting workplace investigations, and meeting the duty to accommodate. He is a frequent instructor for continuing professional development courses offered though the HRPA, as well as for private clients in both the public and private sectors.
Robert is a co-founder and partner with Morris Kepes Winters LLP, one of Canada’s largest cross-border tax boutique law firms. MKW was recently voted one of Canada’s Top Ten Tax Boutiques by Canadian Lawyer magazine.
Robert graduated from McGill University Law School (B.C.L., LL.B.) and has been a tax lawyer for 30 years. Robert provides advice regarding Canadian tax and estate planning; and tax litigation and representation with respect to CRA audits and appeals. A large portion of Robert’s practice includes private owner-managed companies, entrepreneurs, professionals, and high net worth individuals, both foreign and domestic.
Robert was the Chair of the Ontario Bar Association Tax Section Executive (2012 – 2013).
Robert is a member of the Law Society of Ontario, The Advocate’s Society, the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Toronto, the Canadian Tax Foundation, and the Canadian Bar Association.
Igor Klibanov is the author of 4 books on fitness, the most recent of which is STOP EXERCISING! The Way You Are Doing it Now. He is also the CEO of one of Toronto's premier personal training companies, Fitness Solutions Plus. Together with his team of fitness professionals, he specializes in helping busy professionals improve their fitness, energy levels, and health.
In the past, Igor has been hired to run fitness seminars for IBM, RBC, the Toronto Lawyers Association, Professional Engineers of Ontario, and others.
To learn more about Igor, please visit http://www.FitnessSolutionsPlus.ca
Jean-Pierre A. Laporte, B.A., M.A., J.D. (of the Bar of Ontario)
Chief Executive Officer
INTEGRIS Pension Management Corp.
Jean-Pierre is by training a pension lawyer specializing in employee benefits and retirement plans. Until July 2012 he practiced out of the Toronto office of Bennett Jones LLP, a leading Canadian business law firm. He was then appointed Chief Executive Officer of INTEGRIS Pension Management Corp., a provider of pension plans to incorporated professionals and small business owners.
Jean-Pierre has written a number of journal articles on pension reform and pension administration, including the seminal concept paper on the Supplemental Canada Pension Plan published in 2004 by Benefits and Pensions Monitor, his idea having been advocated by provincial governments, thought-leaders and industry groups. Jean-Pierre also drafted a private member’s bill in the Parliament of Canada that focused the federal government on adopting legislation to protect long-term disabled workers operating in federal employment. His most recent publication in the Canadian Tax Journal is entitled “A Review of Individual Pension Plans”.
He has often appeared as an expert witness before Standing Committees of the House of Commons.
For his efforts at improving pension security for Canadians, Jean-Pierre was awarded the Queen Elizabeth II Diamond Jubilee Medal by His Excellency the Governor-General of Canada.
Allan Madonik, founder of Blue SWAN Financial, is an insurance broker serving Toronto and the GTA. With his dedicated team, he helps his clients Sleep Well At Night,no matter what their business or family needs.
He volunteers and serves charitable organizations like Ve’ahavta helping individuals stricken by homelessness and poverty, and is a member of both the Canadian Association of Gift Planners as well as the Mississauga Board of Trade
He has earned the highest honour in Toastmasters, the Distinguished Toastmaster Award. This honour is achieved by less than one percent of the four million individuals who have joined the largest non-for-profit communication and leadership organization in the world. He has served as a District Governor, promoting ‘servant leadership’ and helped open the first corporate club for individuals with disabilities in Toronto.Allan is married to his wife Nancy and has two children. He lives in downtown Toronto and looks forward to the parade on Yonge Street when his beloved Toronto Maple Leafs win the Stanley Cup
Adam McHenry, CFA
Adam wants to live in a world where he can play golf daily, his coffee cup is always full and drivers wave in thanks when you let them merge.
As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at CIBC Wood Gundy and BMO Nesbitt Burns, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets.
Originally from London, Ontario, Adam grew up at the hockey rink and on the golf course. He had the unique experience of playing junior hockey for the Strathroy Rockets and the Elmira Sugar Kings. Like most recreational golfers, Adam is still finessing his golf game and finds that his early season rounds are usually his best of the year.
When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and newborn William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family. Adam and his family are residents of the Port Credit Neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.
Adam graduated from Wilfrid Laurier with a BA in economics and communications studies with Business Administration Option. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.
You can reach Adam at (416) 901-6500 or adam.McHenry@manulifesecurities.ca.
Neville Pokroy has over 30 years of experience in all aspects of marketing, from big business to sole proprietorships. His hands-on experience has provided him with tremendous insight at all levels of the marketing discipline, and how it enables businesses to leverage marketing as a prerequisite for growth.
Neville’s specific expertise includes: branding, customer development (acquisition, retention, re-activation), digital marketing, social media, interactive marketing, strategic planning, consulting, retail marketing, business-to-business (B2B) and consumer marketing (B2C), coaching, training and staff development, business strategy, and organizational and human resource planning to establish new marketing capabilities within organizations.
His industry experience includes: technology, professional services, retail, consumer goods, financial services, manufacturing, distribution, chemicals, custom homes, combustion engineering, food, arborist supplies, construction, and property management, on both the client and service side of the business. He has worked for companies, such as Kimberly-Clark, Ault Foods, and Black Photo Corporation. In addition he has 10 years+ experience in South Africa with one of the largest retail chains in that country – the Edgars Group (Jet Stores).
As a Marketing Leader, Neville assists clients in identifying which of the 220+ marketing tactics should be used, when and how. Most companies use less than 20 tactics, so understanding how the additional 200 can be used is incredibly valuable for executives and owners alike. By doing this, Neville bridges the gap between business strategy and marketing implementation through the development of comprehensive strategic marketing strategies and planning. He also acts as a project manager for implementing marketing strategies.