Economic Outlook; Recent Tax Planning for Technology Based Corporations; and Cross-Border Investment Management
There will be three 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.
3 Mar 2020, 5:30 PM
3 CPD hours
The following topics will be covered during this event:
1. Economic Outlook - Canadian and Global Perspectives
Speaker: Katherine Judge, Economist at CIBC Capital Markets
2. Recent Tax Planning for Technology Based Corporations Speaker: Balaji Katlai, PhD, CPA, CGA
Speaker: Balaji Katlai, PhD, CPA, CGA
3. Cross-Border Investment Management Speaker: Bernardine Perreira, CFP, CIM, Financial Advisor, Perreira Wealth Advisory of Raymond James
3. Cross-Border Investment Management
Speaker: Bernardine Perreira, CFP, CIM, Financial Advisor, Perreira Wealth Advisory of Raymond James
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)
Katherine Judge joined
CIBC as an Economist in 2018. She forecasts and provides insightful commentary
of North American economic data and contributes to research on a wide range of
topics that impact financial markets. She is often cited in the media for her
Prior to joining CIBC, Katherine worked in a similar role at another major Canadian bank and was responsible for forecasting and producing thematic research on US regional economies and topics related to the Canadian economy.
Katherine holds a Master’s degree in Economics from Queen's University.
Bernardine has over 25 years of diverse business experience that includes specializations in financial planning and investment management. She has over a decade of experience in the financial services industry, having worked with a bank-owned brokerage house, before establishing her own independent practice at Raymond James Ltd.
Bernardine helps clients with their investments on both sides of the Canada/U.S. border, and is an Investment Advisor Representative and is Series 7 and Series 63 registered with Raymond James (USA) Ltd., a broker-dealer subsidiary registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation. Bernardine is also a registered representative with IIROC and insurance licensed by FSCO.
A firm believer in continuing education, Bernardine obtained her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She is currently pursuing her Trust and Estate Practitioner designation (TEP). Bernardine also makes time to serve on the executive committee of the Estate Planning Council of Toronto.