October 1, 2019 Full Day Event

There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.


1 Oct 2019, 8:30 AM

8.5 CPD hours

$225

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Course Description

Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:

  • Registration – 8:30 a.m. to 9:00 a.m.


1. Risks, Rewards and Due Diligence Considerations (9:00 a.m. to 10:00 a.m.)

    Speaker: Peter Andreana, B.A. Econ., CFP, CSWP, FMA, EPC of Continuum II Inc. 

2. Elder Law (10:05 a.m. to 11:05 a.m.)

    Speaker: Kimberly A. Whaley, CS, TEP, LLM, of Whaley Estate Litigation Partners

3. Artificial Intelligence & Machine Learning in Investment Management (11:10 a.m. to 12:10 p.m.)

    Speaker: Greg Gipson, Chief Investment Officer of Grayhawk Investment Strategies Inc.

4. Fitness Over 50 (12:15 p.m. to 1:15 p.m.)

    Speaker: Igor Klibanov, CEO of Fitness Solutions Plus

5. Selling a Privately Owned Company (1:15 p.m. to 2:15 p.m.)
 
    Speaker: Mark Groulx, MBA of AIM Group Canada Ltd.

6. TBA (2:20 p.m. to 3:20 p.m.)

    Speaker: John Mill, LL.M.

7. TBA (3:25 p.m. to 4:25 p.m.)

    Speaker: Vitaly Timokhov, LL.B., LL.M. (NYU, Taxation) of TaxChambers LLP

8. Current Issues in Owner-Manager Taxation, CRA Audits and Litigation (4:30 p.m. to 5:30 p.m.)

     Speakers: Josh Kumar, CPA, CA, JD and Kyle Lamothe, J.D. of Thorsteinssons LLP


The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 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: October 1, 2019 Full Day Event
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About the Instructor(s)

Picture of Peter Andreana
Peter Andreana

A partner at Continuum II Inc., Peter Andreana is a Certified Financial Planner (CFP) and Security Advisor who excels in walking you through all aspects of business planning, employee benefits, and personal planning solutions. Since joining the team in 2006, Peter has worked closely with a variety of business owners across Ontario, helping them to develop individualized financial strategies. Peter strives to fulfill Continuum II's mantra by providing clients with the clarity they need to build and maintain a stress-free financial plan.  

In 2011 Peter became a proud member of the Million Dollar Round Table (MDRT). An exclusive association, the MDRT consists of over 42,000 of the world's leading life insurance and financial service professionals. Professional success is just one of the pillars reflective of the MDRT's level of excellence. Members must meet stringent guidelines and adhere to strict ethical standards. MDRT advisors love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. MDRT members come together not for accolades and personal gain, but to share how they provide peace of mind and protect the future of clients. In 2015 Peter qualified to become a Court of the Table member.

Picture of Greg Gipson
Greg Gipson

Greg Gipson is the Chief Investment Officer of Grayhawk. Collaborating with both the Investment Committee and senior management, Greg is integral to shaping our investment philosophy and portfolio strategy to meet the financial goals of our partner families. Greg believes in a disciplined and consistent approach to managing investments that balances long-term risk and return.

Greg has been working in the investment management industry for over two decades. Prior to joining Grayhawk, Greg spent over 8 years within the asset management arm of a major Canadian bank playing a significant role in building their global equity investment capabilities. Greg was a vital component to their systematic approach to implementing their fund of funds and ETF’s, the latter business of which grew to assets in excess of $10 billion. More recently, Greg oversaw the portfolio management and quantitative research for the Canadian bank’s multi-asset funds.

Greg began his career as a portfolio manager and investment strategist in the US and Japanese equity markets for a large US-based institutional investor. After co-managing their US active quantitative investment funds, he went on to work on the development and launch of an internal hedge fund. Greg then moved overseas to spend nearly 10 years managing investment teams and trading desks in Tokyo, Japan. He was a founding partner in a multi-strategy hedge fund, built a quantitative strategy team for a large US bank, and managed the risk trading desk for another large US bank.

Greg holds an undergraduate degree in Economics, a dual Master of Science in Engineering Economic Systems and Operations Research from Stanford University, and is a member of American Mensa Ltd. 

Greg is a Pennsylvania native and has spent eighteen years living abroad between both Japan and Canada. He and his Brazilian wife enjoy spending time with their younger daughter crafting and watching movies, and with their older son, who was born in Japan, they connect over all-you-can-eat sushi. When not at work or with the family, Greg is an avid martial artist and regularly trains in Brazilian Jiu-Jitsu having spent much of his adult life learning different arts.


Picture of Mark Groulx
Mark Groulx

Mark Groulx, B.Comm., MBA

Mark Groulx is the President and founder of AIM Group Canada Ltd. Based on an extensive background in corporate and investment banking, Mark has led numerous successful Mergers and Acquisition transactions at AIM from origination through structuring, negotiation and closing in several industries during the past 25 years. AIM sells Canadian, privately owned businesses from coast to coast to buyers domestically and internationally.

Before founding AIM in 1990, Mark spent four years in London, England, where he was an investment banker at two sister firms, Orion Royal Bank and Libra Bank, both owned by Royal Bank of Canada. In these positions he marketed corporate finance products to U.S. corporations and European banks. Prior to working in the U.K., Mark spent the first five years of his career as a corporate banker in Canada, with Bank of America and The First National Bank of Chicago. 

Mark is a graduate of the University of Toronto with a Bachelor of Commerce degree and he subsequently earned an MBA from INSEAD in Fontainebleau, France.


Picture of Josh Kumar
Josh Kumar

Josh’s practice focuses on tax litigation and dispute resolution with the Canada Revenue Agency and Department of Justice, as well as domestic and international tax planning for individuals, trusts and corporations, including estate planning, reorganizations and business structuring.

Josh clerked at the Tax Court of Canada, after which he was Crown Counsel at the Ottawa headquarters of the Department of Justice – Tax Law Services section. As Crown Counsel, he appeared before the Tax Court of Canada and Federal Court of Appeal, drafted pleadings and conducted discoveries for general procedure files, and assisted senior counsel on large appeals.

Prior to joining Thorsteinssons, Josh practiced in the tax group at a national law firm where he focused on tax litigation, private company planning, commodity tax and estate planning. He contributes to several tax publications and has presented at conferences and seminars for the Canadian Tax Foundation, Ontario Bar Association and Wolters Kluwer.

Josh obtained his Chartered Accountant designation at KPMG Toronto from 2007 to 2010, focusing on the audit of large financial institutions. In law school, he won the 2012 Bowman National Tax Moot and was a member of the Bowman Moot Organizing Committee until 2017.


Picture of Kyle Lamothe
Kyle Lamothe

Kyle’s practice focuses on personal, corporate and trust planning for high net worth families, professionals, and owner-managers and their businesses, both domestic and international. He advises on corporate reorganizations, purchases and sales of businesses, investments and real estate, estate planning, professional incorporations and structuring of professional groups, and represents taxpayers who have disputes with the Canada Revenue Agency.

Kyle is a contributor to several tax publications and presents on tax topics for the Canadian Tax Foundation, Law Society of Ontario, Ontario Bar Association, and Chartered Professional Accountants Ontario. He is a current member of the Programming Committee for the Ontario Tax Conference and a former member of the CTF Toronto Young Practitioners Steering Committee.

Before joining Thorsteinssons, Kyle practiced with the tax group of a large national law firm, where he focussed on domestic and international tax planning. He was also a clerk at the Federal Court of Canada.


Picture of John Mill
John Mill

John Mill LL.M. International Tax 

Author of: Hire Your Buyer: a Philosophy of Value Creation

John started his first small business 40 years ago. For 25 years he practiced tax litigation and tax planning. Ten years ago he noticed a common succession problem: many businesses had good cash flow but little transferable value thereby creating a value gap. A value gap means the the owner will not have sufficient retirement income. This presentation outlines the results of 10 years of intensive research into that problem. 


Picture of Vitaly Timokhov
Vitaly Timokhov

Vitaly Timokhov is a partner at TaxChambers LLP. Vitaly practises exclusively in Canadian federal income taxation, with an emphasis on corporate taxation, mergers and acquisitions, reorganizations, and cross-border taxation. Vitaly is admitted to practice law in Ontario, Alberta, and the State of New York. He has presented extensively on various issues concerning Canadian income taxation in the US and Canada at various venues, including the Canadian Tax Foundation, Federated Press, and American Bar Association.  Vitaly is a member of Executive Committee of the International Tax Committee of the American Bar Association. Vitaly also is a principal author and Canadian editor of the Tax Advisor's Guide to the Canada - U.S. Tax Treaty, a two-volume treatise on international taxation published by Carswell Thomson and now available at TaxNetPro.

Picture of Kimberly Whaley
Kimberly Whaley
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