SBD Changes & TOSI Changes; and Planning For Those With Special Needs
The following topics will be covered during this webinar:1. SBD Changes 125(1) and TOSI Changes - Definition 120.4
Speaker: Hari Krishnan, CPA, CA of Kestenberg Rabinowicz Partners LLP
2. Planning For Those With Special Needs
Speaker: Adam McHenry, CFA of Manulife Securities Incorporated
2 CPD hours
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
Please note: For best audio quality, we recommend using external speakers or headphones.
About the Instructor(s)
Hari Krishnan is a CPA, CA with over 9 years in public practice. He completed his tax in-depth course in 2018. He has five years experience working at PWC and now works at KRP LLP. Prior to joining KRP LLP, Hari was at KPMG and spent over 4 years in audit for private and public clients.
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.