1. SR&ED Tax Credits and Digital Media Tax Credits
Speaker: Brian Cookson, President and Managing Director of RDP Associates Ltd.
2. Strategic Philanthropy - Helping Clients Maximize Giving and Minimize Taxes
3. Beyond Covid-19 – the Outlook for the Economy, Stocks, Interest Rates and the Canadian Dollar
Speaker: Matt Barasch, CFA of RBC Wealth Management
4. Managing Business Exits in a Time of Crisis: Distressed M&A and Insolvency Options
Join professionals from Deloitte Corporate Finance, Deloitte Restructuring Inc. and Miller Thompson for a discussion of strategies and tools to allow owners and managers of distressed businesses to maximize value and minimize liability.
- Richard Williams, CIRP, LIT, Vice President at Deloitte Restructuring Inc.
- Ali Hasan, MBA, Executive Director in the Corporate Finance Group at Deloitte
- Asim Iqbal, J.D. of Miller Thomson LLP
5. Solving Tax Problems and Maximizing Generational Family Wealth Transfers with Permanent Life Insurance
Successful business owners and families work hard to accumulate, preserve and grow their wealth with the eventual transition to future generations. Taxation is a primary source of erosion throughout this process that can be mitigated with prudent planning. A properly structured permanent life insurance strategy can be used to leave much more to Children or Charity and less to CRA. We will walk through our process to educate and assist clients with this planning.
Speaker: Jordan Matters, CPA, CA, CIM of Leyland Insurance Solutions
6. Power Tech Talk - Digital Marketing Made Simple
Business leaders and professionals alike are facing rapid change and uncertainty, learning to adapt to an accelerated digital shift. Let's build up your digital muscles together! Mila helps you get comfortable with tech and get clear on how elements fit together, as she guides you through the right online technology for your company without expensive consulting or getting lost in the digital maze.
Learn how to do 4 things right before going online:
- Take Marketing, Sales and product Fulfillment Digital,
- Align technology to the business not the other way around,
- Check if you are ready to advertise,
- Outsource digital marketing wisely.
Speaker: Ludmila Pirogova, CPA, CMA of VP Business Transformation and Innovation, Innovation and Transformation Consulting7. Grow a Professional Business - Digitally and Beyond
Mila walks you through a practical system to help your business grow even in today's challenging environment. No expensive advertisement or wasting time on digital maze.
You will learn:
- 4 ways to attract the right customers,
- A two-step approach to create greater value,
- Quadruple your revenue with three simple adjustments across your customer journey (marketing, sales, service)
8. The CC&L Private Capital 4th Quarter Investment and Economic Review
2020 has been a fascinating year in the markets with the impact of COVID 19, the US Elections and now the introduction of vaccines globally. In this presentation, I’ll examine the return drivers of Q4 and take a deeper dive into what’s happening beyond the news headlines. We monitor many different indicators in the economy and this will give you some perspective on what drives the investment decisions we make and our positioning in the new year.
Speaker: Uliana Tomiuk, CFA, MBA of Connor, Clark & Lunn Private Capital Ltd.
About the Instructor(s)
Matt has spent the bulk of his 17-year career advising retail and institutional investors on how to best position their portfolios through a very challenging investment landscape.
For 14-years, he was a member of RBC Dominion Securities Portfolio Advisory Group (PAG), first as a US Portfolio Advisor, then as a Canadian Portfolio Advisor and eventually as the head of the group. PAG is an internal think-tank within RBC Dominion Securities tasked with advising the ~1,500 RBC DS investment advisors on portfolio construction, individual stock recommendations, and the impact of macroeconomic and global affairs on Canada and the Canadian investment landscape.
In his role as Head of PAG, Matt served as Chair of the RBC Capital Markets Investment Strategy Committee, which among other things, sets the recommended asset mix for RBC Dominion Securities and manages the prestigious RBC Canadian Focus List, a 20 to 30 stock portfolio of Canadian stocks that is the oldest of its kind in Canada (30+ year history) and is widely followed by RBC Dominion Securities and its investment advisors.
For the past two-years, Matt served as Chief Canadian Strategist for RBC Capital Markets where he was tasked with providing RBC’s view on the Canadian equity market as well as contributing to the Firm’s view on the direction of the Canadian dollar, commodities and interest rate policy. In this role, in addition to continuing to serve as Chair of the Investment Strategy Committee, Matt advised instutional investors from the largest pension funds and mutual fund companies in Canada and the United States, as well as a trusted advisor to CIOs of some of Canada’s largest companies.
In his 14-years with PAG and 2-years with RBC CM, Matt was the featured speaker in over 300 client events for RBC DS advisors and their clients, a frequent guest on BNN and Bloomberg Television, and appeared in the pages of Fortune Magazine, the Globe and Mail, the Financial Post and many other publications.
In his five-years as Chair of the Investment Strategy Committee, Matt imparted his strong belief in the value of identifying good businesses with strong management teams, well-defended competitive advantages, long-term track records of compounding shareholder wealth and striking the proper balance between returning capital to shareholders through dividends and share buybacks and reinvesting in the business. This approach paid off as the Focus List generated a compounded annual total return of 13.2% over the period that Matt was Chair vs. 8.7% for the S&P/TSX, despite taking on significantly less risk than the broader market.
Matt was the most accurate forecaster of the S&P/TSX in 2017 amongst institutional forecasters, missing his year-end target of 16,300 by less than 1%. He turned decidedly more bearish toward the Canadian market in late 2017, earning the nickname – “the Bear of Bay Street”.
Matt has a Bachelor of Arts degree from the University of Buffalo, a Master Degree in Business from the Rotman School of Management at the University of Toronto and has been a CFA charterholder since 2004.
Brian Cookson, Managing Director, has specialized in assisting companies fund innovation including government grants, R&D and innovation tax credits for over 25 years in Canada, UK, Europe and the USA. In addition, Brian oversees innovation management services provided to the clients including ideation, customer feedback, product development and strategy.
As Managing Director of RDP Associates, Brian has worked with small to large companies, including many of the top companies in the world, in all types of industries. He has lectured and written extensively on R&D tax credits, government grants and innovation management and participates in government/practitioner meetings.
Brian is a Chartered Accountant and previously worked for Ernst & Young from 1979 to 1987. In 1987, RDP Associates was established in Canada, and has since grown internationally.
RDP Associates Ltd. ("RDP") main goal is connect innovation to the bottom line. This includes all types of innovation to grow a company’s business through hiring, training, R&D/product development and accessing foreign markets.
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P), has helped business owners, entrepreneurs, professionals and wealthy Canadians for over 28 years.
As CEO of WEALTHinsurance.com®, Mark provides creative insurance strategies to protect families and their businesses while reducing and eliminating taxes. He works closely with accountants, lawyers, bankers and financial advisors to provide their clients with comprehensive estate planning solutions
Mark has been a keynote speaker at Top of the Table meetings, The Million Dollar Round Table, World Critical Illness Conference, CALU, Advocis, ideacity, and other industry conferences and association functions.
He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners and CALU.
In his spare time, Mark is the President of Aish Hatorah Toronto and teaches leadership and business ethics courses at the University of Toronto, York University, Ryerson University and University of Western Ontario.
Mark lives in Thornhill, Ontario, has been married for 24 years and kept busy with 5 children, 23 years of age and under.
Ali Hasan is a Executive Director in the Corporate Finance Group focused on advising clients raising financing across the capital structure. He has over 10 years of investment banking experience where he has advised clients on M&A, Debt Capital Markets, Loan Syndication, Project Finance and Specialty financing transactions in the Financial Institutions, Industrials, Healthcare and Real Estate sectors across US, Europe and the Middle East. Ali also has in-depth expertise in the asset management sector where he was part of a multi-asset fund of funds platform which had c. USD 1bn under management. He also setup and launched a US-focused equipment leasing fund credit fund series which recently closed approx. USD 200m in investments. Ali was also part of the credit committee of the leasing fund.
During the initial part of his career, Ali worked for Eli Lilly and Company, one of the world’s largest pharmaceutical companies. As a business analyst he assisted in the implementation of strategic projects globally and in the process gathered a profound understanding of the healthcare and pharmaceutical sector.
Ali has deep expertise in the area of credit assessment and structuring, consideration of financing options and securing of the capital required.
Asim’s practice focuses on insolvency and restructuring law, guiding a client through informal workouts, formal restructuring proceedings and special situations with a creative and practical approach to problem solving. Asim has substantial experience representing a broad range of stakeholders in informal workouts and formal proceedings under the Companies’ Creditors Arrangement Act and Bankruptcy and Insolvency Act, including financial institutions, secured creditors, purchasers, court officers, directors, bondholders, landlords, suppliers and unsecured creditors. Asim has developed expertise representing stakeholders and court officers in troubled construction projects and cross-border insolvency matters.
Prior to joining Miller Thomson, Asim practiced as an associate at a premier insolvency and restructuring boutique in Toronto, acting in a lead role representing clients on significant mandates in high profile and complex restructuring proceedings both in Canada and in crossborder matters. Asim applies his depth of knowledge, experience and contacts to costeffectively solve clients’ problems.
In addition, Asim’s entrepreneurial and business experience as a Co-Founder of a Canadian technology company specializing in software solutions for the Canadian legal industry gives him an appreciation for the challenges faced by entrepreneurs.
Doug entered the securities industry in 1987 and in 2000 he established yourCFO Advisory Group & yourCFO Wealth Management - an independent, integrated wealth management platform catering to the needs of high net worth individuals, executives, and business owners. In February of 2015 Doug transitioned yourCFO Wealth Management operations to the newly established Leyland Insurance Solutions Inc., where estate, tax planning, and insurance services are provided to current and future clients. In addition to being a Chartered Accountant, Doug also holds an Honours Bachelor of Business Administration degree as well as a Master’s of Business Administration. Doug has co-chaired the Hamilton & Burlington United Way Leadership Division, with hockey legend Bobby Orr, and he has served on the Investment Committee of The Burlington Community Foundation. In 2013, Doug, his wife Cathy, and his children Andrew and Claire, climbed Mount Kilimanjaro to help raise funds for those living with MS in the Halton Region.
Jordan MattersJordan entered the insurance and securities industry after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed companies. He obtained his designation as a Chartered Accountant after earning an Honours Bachelor of Accounting degree from Brock University and has since obtained his Chartered Investment Manager (CIM) designation. Jordan draws on his experience to create integrated financial planning solutions that incorporate all aspects of a client’s financial spectrum. Jordan serves as Treasurer for both the Estate Planners' Council of Halton as well as Shifra Homes Inc.
Ludmila PirogovaBusiness Innovation Leader | Power Shift Partner |
Purpose Centered Transformation Executive
Mila helps businesses to move through change by breaking through to their next level of impact and connection without overspend and overwhelm. To re-design the business model in collaboration with customers, so that the business can accelerate growth, and the team can create massive value doing what they love.
Mila moved to Canada from Europe 20 years ago. With a strong quantitative scientific background in Applied Math, Philosophy and Applied Psychology, she worked in finance, telecom and public sectors and has served as a solutions and business architect, and later as a management consultant 17+ years in public and financial sector.
She worked on more than 30 projects from operational to C-level, solving for systemic or strategic issues, pivoting business models, developing business cases and modernizing technology platforms, managing relationships, programs and roadmaps in the regulatory environment, with budgets ranging from 1M to 40B+.
Mila brings together multi stakeholder and multi-disciplinary audiences including business, regulatory, technical, and finance, to solve complex problems with a high level of risk and uncertainty, strategically aligning cross-functional teams, leveraging unique combination of leadership, business, finance and technology transformation experience.
Mila is an MBA graduate of Rotman School of Management and an MBA graduate of St Gallen, Switzerland School of General Management. She is a CPA, CMA Ontario, in addition to her MMath&CompSci and MA in Philosophy.
And now with the world moving digital, Mila helps businesses apply practical effective tools to move online and connect with their ideal customers.
Uliana has more than 15 years of experience in the financial industry. Prior to joining Connor, Clark & Lunn Private Capital, she worked for a number of investment managers in retail sales, most recently with BlackRock in Toronto. Additionally, she has experience in project management and in marketing discretionary investment solutions for clients.
A graduate of the University of Ottawa with a B.Comm., Uliana holds an MBA from the University of Western Ontario. She is also a CFA charterholder.
In her spare time, Uliana enjoys traveling, cooking, training and is an avid reader. She was a member of the Desna Ukrainian Dance Company of Toronto for 10 years—a passion that led Uliana to serve on the board for several years. Additionally, she volunteered with Help Us Help the Children, traveling to Ukraine to work with orphaned children and assisting in fundraising in Toronto. Uliana is currently a board member of the Ukrainian Canadian Professional and Business Association of Toronto.
Richard Williams is a Vice President at Deloitte Restructuring Inc., where he focuses on corporate insolvency and advisory services across a wide range of industry sectors, including manufacturing, construction, information technology and film & media.
Prior to joining Deloitte, Richard was a principal in a boutique insolvency and restructuring firm in Toronto focused on secured lender advisory services in the Canadian mid-market. Richard spent the initial years of his career as a project manager in the corporate reorganization group of Canada’s largest transfer agent.
Richard is a Licensed Insolvency Trustee and a Chartered Insolvency and Restructuring Professional. He has acted as a court-appointed receiver, monitor, and bankruptcy trustee, and advises secured creditors, private corporations and government agencies. He is a member of the Canadian Association of Insolvency and Restructuring Professionals and the Turnaround Management Association.