Recent Tax Planning for Technology Based Corporations; and 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 topics and speakers for the evening. 


4 Jun 2019, 5:30 PM

3 CPD hours

$85

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Course Description

The following topics will be covered during this event:

1. Recent Tax Planning for Technology Based Corporations   

  • Introduction of subsection 246(5.11) and its consequence to tech companies;
  • The impact from Alberta court rulings for interest expense deductibility and how this can impact loans and borrowings that tech companies undertake and potential tax planning on future loss utilization; and
  • Managing tax credits and cash flow for owner managed businesses.

    Speaker: Balaji Katlai, PhD, CPA, CGA

2. Cross-Border Investment Management

    Speakers: Bernardine Perreira, CFP, CIM and Elizabeth Hurly, CFP, CIM of Raymond James Financial Planning Ltd.


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: June 4, 2019 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Elizabeth Hurly
Elizabeth Hurly

Liz has over 25 years of experience in the investment industry including institutional money management. At D.S. Oxley and Associates Ltd., Liz oversaw the technical and fundamental analysis of fixed income and foreign exchange markets for institutional clients.  Liz went on to be a Portfolio Manager with Shell Canada Pension Fund, where she was part of a team responsible for managing the fixed income portfolio and the equity portfolio. 

After a tremendous career managing institutional money, Liz turned her attention to working with private clients and the management of their investments at a major bank-owned dealer before joining Bernardine at the independent arm of Raymond James Ltd. 

Liz is a registered representative with IIROC and also insurance licensed by FSCO. She is also 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.  

Liz has attained her Chartered Investment Manager (CIM®) designation Certified Financial Planner (CFP®) designation.



Picture of Balaji Katlai
Balaji Katlai
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.


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