Tax Disputes; Make your Benefits Stand Out! Attract and Retain High Quality Employees; and Due Diligence in M&A through HR lenses

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 topics and speakers for the evening. 

This event is sponsored by Anita Pizycki of the Professional Coaching Company. 


12 Feb 2019, 5:30 PM

3 CPD hours

$85

Register Now


Course Description

There will be three topics covered during this event:

1. Tax Disputes

    Speaker: Christine Ashton, LL.B. of Wilson Vukelich LLP

2. Make your Benefits Stand Out! Attract and Retain High Quality Employees

This presentation will review:
  • What is at stake? – Morale, Productivity and Performance
  • Identify your Needs 
  • Balance attractive benefits versus increased cost.
    Speaker: Adam McHenry, CFA of Manulife Securities Incorporated

3. Due Diligence in M&A through HR lenses

    Speaker: Daniela Tixi of Strategic HR Asset


This event will be held at the Weston Golf and Country 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: February 12, 2019 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Christine Ashton
Christine Ashton

Christine is a partner with Wilson Vukelich LLP, a full service firm in Markham and a leader in business and tax law. Christine’s practice is devoted to the areas of labour and employment law, tax litigation and related litigation. 

In regards to her labour and employment law practice, Christine represents unionized and non-unionized employers in all aspects of labour and employment law. Christine is thoroughly versed in issues surrounding the employment relationship from hiring, discipline, compensation, performance management, workplace health and safety, human rights, through to termination.

In regards to her tax litigation practice, Christine represents individuals and corporations in their disputes with the Canada Revenue Agency. Christine works with accountants to successfully represent clients at the objection stage, at the appeal stage before the Tax Court of Canada, on applications for judicial review before the Federal Court, on rectification applications, for remission orders, and in regards to requests for taxpayer relief. Christine is particularly focused on positively resolving business related tax disputes, such as the improper assessment of independent contractors as employees, the denial of valid business expense claims, shareholder benefit assessments, and director assessments.

Christine is an active member of various committees, boards, and associations, including acting as the 2018 President of the Ajax Pickering Board of Trade. Christine regularly moderates and speaks at events, including those held by the Ontario Bar Association, the Professional Engineers Ontario, the Ajax Pickering Board of Trade, and the Oshawa Chamber of Commerce. 

 


Picture of Adam McHenry
Adam McHenry

Adam McHenry, CFA

www.adammchenry.com

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.

Picture of Daniela Tixi
Daniela Tixi
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