Cross-Border Investment Management

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.

17 Nov 2020, 5:30 PM

3 CPD hours

$85

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Course Description

The following topics will be covered during this event: 

1. TBA

Presenters:

  • David Shlagbaum: Senior Counsel/Facilitator – Pallett Valo LLP
  • Colin Walker: Managing Director – Crosbie & Company
  • John Hotson: Partner and Marketing Strategist – Business Transition Alliance


2. Cross-Broder 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. 


Course Walkthrough

  • Certificate: Cross-Border Investment Management
  • Feedback / comments

About the Instructor(s)

Picture of John Hotson
John Hotson

John Hotson is a speaker, entrepreneur, business strategist and advisor to business owners. Over the past 35 years John has started seven companies, worked with senior business professionals in dozens of industries, and given hundreds of presentations and speeches.

John has over 35 years of experience in Marketing and Communications with Canadian companies. In his role as Director of Marketing for Nortel Networks, he started up and ran a retail business unit for the company in Canada and the US. After building the brand to number one in Canada, John oversaw the sale of the business to a well-known international electronics company.

After leaving Nortel John became a founding partner in one of Canada’s foremost communications firms, specializing in helping clients maximize the value of their business through strategic investor communications. His clients included Atomic Energy of Canada Ltd. (AECL), CIBC, Ontario Hydro, the Ontario Securities Commission (OSC), McDonald’s Canada, the Duke of Edinburgh’s Awards Program, Magna International, Toronto Parks and Trees Foundation and University of Toronto. 

John is a founding partner of the Business Transition Alliance (BTA). BTA works hands-on with business owners of private companies to help them develop and implement effective strategies that increase the value, growth and profitability of their business.


Picture of Bernardine Perreira
Bernardine Perreira

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.


Picture of David Shlagbaum
David Shlagbaum

David is a business lawyer and a facilitator and is the head of the Family Business Law Group at Pallett Valo LLP. David has been working with Business Owners and Family Enterprises for more than 35 years, structuring governance and shareholder arrangements and helping business owners plan and implement harmonious succession and estate planning arrangements. In addition to his Law degree, David holds a Psychology degree and certificates in Family Business Advising and Alternative Dispute Resolution and has presented widely on business transition issues.


Picture of Colin Walker
Colin Walker

Colin has specialized in advising private companies and their owners in relation to M&A and corporate finance matters for over 25 years.  

Colin is a Managing Director at Crosbie & Company Inc., a financial advisory firm focused on the mid-market that specializes in mergers and acquisition strategies, raising capital as well as providing specialized financial and transaction advice to families, shareholders and Boards of Directors.  Crosbie is particularly well known for its extensive work in selling private companies and working with business owners on matters related to succession.

In addition to his advisory experience, Colin previously worked for several years at UBS in corporate lending and capital markets.  He also spent 5 years leading the Crosbie’s direct investing initiative focusing on sourcing, structuring and managing investments in private mid-market companies.    

Colin has also served as a Director of the Turnaround Management Association (Toronto Chapter) as well as for several private and public companies.  He is a graduate of McMaster University with a Bachelor of Chemical Engineering & Management as well as an MBA.

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