January 14, 2020 Evening Event
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the more information about the event.
14 Jan 2020, 5:30 PM
3 CPD hours
The following topics will be covered during this event:
1. Estate Planning
Speakers: Keith Masterman LLB, TEP |Vice President, Tax, Retirement and Estate Planning| CI Investments and Pascal D'Souza, CPA, CA, CFA, CBV of Edward Jones
Speaker: Simon Thang, LL.B., LL.M. of Thang Tax Law
This event will be held at the Donalda Club. The structure of the event is as follows:
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 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)
Pascal D'Souza is a financial advisor with Edward Jones, specializing in high net worth individuals and small business clientele. He combines years of institutional investment experience with his accounting background. His institutional investment experience includes over 10 years with the Ontario Teachers’ Pension Plan and The Carlyle Group. His portfolio management experience is supported by his Chartered Financial Analyst designation. Estate planning for small business owners has been critical in the transfer of wealth process, between generations. He has years of experience working with small businesses to enhance value, relying on his Chartered Business Valuation designation.
His Chartered Professional Accountant designation allows him to co-ordinate his financial clientele with accounting practitioners to assist with tax planning and resolve related accounting matters.
In Keith’s role, he is a key resource to CI sales and marketing teams on estate planning and other general wealth planning topics.
Prior to joining CI in 2015, Keith was an executive at one of the Big Five Canadian banks, where he worked in a variety of senior roles in risk and estate and trust management within the Private Client Group, which provides investment, banking, estate planning and trust administration to high net worth Canadians. While with the bank, Keith spent 17 years in the estate and trust area, gaining experience in trust and estate administration and estate planning. Prior to joining the bank, Keith was in the private practice of law, where he worked in the estate administration, estate litigation and estate planning field.
Keith received a Bachelor of Arts (Honours) from University of Waterloo in 1984, a Bachelor of Laws (LLB) from University of Toronto in 1987 and received the Trust and Estate Practitioner designation in 2003. Outside of the office Keith volunteers as a Director with the United Way of Perth-Huron. He and his wife Chris enjoy spending time with their two adult children, their daughter-in-law and their two grandsons.
Simon Thang, LL.B, LL.M is a sales tax lawyer and the principal of Thang Tax Law. Simon has over a decade of experience exclusively in sales tax (GST/HST, PST), customs and trade gained at prominent Bay Street law firms. He assists a range of clients including multi-nationals, small and mid-sized businesses and individuals.
This experience gives Simon the insight to advise on a range of issues and industries, including: owner-managed businesses; purchase and sale of businesses, real estate transactions, non-profits and charities, financial services and investments, business reorganizations, cross-border transactions, medical and health professionals, and non-resident businesses. Simon also has experience in customs and trade matters.
In addition to providing sales tax advice, Simon represents clients in all phases of tax disputes.
Simon has taught commodity tax as a member of the adjunct faculty Osgoode Hall Law School in Toronto and has tutored the CPA GST In-Depth course. Simon has written extensively in the area of sales tax and has published book chapters, papers and articles in various publications. Simon is a frequent speaker on commodity tax issues and has presented at the Canadian Professional Accountants’ annual Commodity Tax Symposium, at the Tax Executives Institute’s annual Canadian Tax Conference, to the Law Society of Upper Canada, and to the Ontario Bar Association’s Taxation Group.
Simon received his Canadian law degree from Osgoode Hall Law School and a Masters of Law (Taxation) from the London School of Economics and Political Science (LSE).