The Pitfalls of Jointly Held Property; and Corporate Investment in Today’s Tax Environment - Webinar
There will be two topics covered during this event:
1. The Pitfalls of Jointly Held Property
Speaker: Kathryn Balter, J.D. of Fogler, Rubinoff LLP
2. Corporate Investment in Today’s Tax Environment
Speaker: Catherine Miao, CFP, CPCA, RRC of IG Wealth Management
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)
Kathryn Balter is a partner in Fogler, Rubinoff LLP's Wills and Estates group. Her practice is focused on helping clients achieve their estate-planning goals by providing advice on wills, trusts, the transfer of assets, powers of attorney, and estate administration. She works in partnership with her clients to help them navigate complex matters and to protect and plan for the transfer of their personal assets. Kathryn is active in the estates and trusts bar and is a member of the Ontario Bar Association (OBA) Executive for trusts and estates law as well as a student member of the Society of Trusts and Estates Practitioners (STEP).
Catherine joined IG Wealth Management as a Consultant in February, 2005 and was appointed to Division Director in January, 2010. Catherine manages a dynamic team of Consultants, a role she drives with passion. She provides the Consultants with mentoring, coaching and training support to help them build a successful financial planning practice.
As a practicing Certified Financial Planner professional, she uses a consultative approach to help you connect to what you deeply care about and make intelligent decisions regarding your finances. Her mission is to positively influence the affluent business society, by being the resource for finding innovative solutions for your wealth management needs. She understands and best addresses your concerns in the following 5 areas: Wealth Preservation; Wealth Enhancement; Wealth Transfer; Wealth Protection; Charitable Giving