October 1, 2019 Full Day Event
There will be seven 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
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 Partners3. 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.
Lunch & Networking (12:15 p.m. to 1:15 p.m.)
4. Selling a Privately Owned Company (1:15 p.m. to 2:15 p.m.)
Speaker: Mark Groulx, MBA of AIM Group Canada Ltd.
5. TBA (2:20 p.m. to 3:20 p.m.)
Speaker: Alison Pengelley, J.D. of Galbraith Family Law Professional Corporation6. TBA (3:25 p.m. to 4:25 p.m.)
Speaker: Peter Baek, CPA, CA, JD, TEP of Ricketts Harris LLP
7. TBA (4:30 p.m. to 5:30 p.m.)
Speaker: Todd Louie of Quantum Tax Law
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.
About the Instructor(s)
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.
Peter's practice focuses on troubleshooting tax problems with a particular emphasis on CRA audits, objections and Tax court appeals but also helps clients with tax planning and structuring matters. He is qualified as both a chartered accountant (CPA CA) and a lawyer, and has been practicing tax as an accountant/lawyer for over 20 years. Prior to pursuing his law degree, Peter worked as a senior tax auditor at the CRA for 2½ years where he audited companies with up to $1 billion in revenue. Peter has extensive experience representing and counseling clients in tax controversy matters. Drawing upon his experience as a CRA tax auditor, CPA CA and lawyer, Peter has achieved significant tax savings for his clients in numerous tax matters at various levels of the tax administration process from tax audits to tax court appeals.
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.
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
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.
Todd specializes in the effective implementation of corporate reorganization strategies for CCPCs across Canada. In addition to being a tax educator and lecturer, Todd also assists corporations and individuals with matters involving tax dispute resolution with the CRA.
Alison Pengelley is an experienced family lawyer at Galbraith Family Law Professional Corporation which is a boutique law firm with 12 lawyers all practicing family law. Alison brings a wealth of work, academic, volunteer and life experience to the practice of family law. Before entering law school Alison worked for a large Toronto law firm while pursuing extramurally a BComm (Finance and Accounting) and serving on a Board of Directors for a non-profit organization, all the while raising a child as a single mother. In addition to a Doctorate of Jurisprudence, Alison also holds a Certificate of Negotiation from Osgoode Hall Law School. Alison has a track record of successful outcomes at various levels of Ontario Courts including matters with complex property and support issues, as well as jurisdictional, custody and access issues. Having herself experienced a separation and divorce, Alison is poignantly aware that a lawyer’s skillful use of the law can provide the necessary power and protection for her/his client. Alison is also aware that the needs/interests of clients dealing with the separation process are often multi-dimensional and complex thus requiring from the outset a careful analysis in order to help clients choose the right dispute resolution tool as well as the right team including where necessary a CPA, CBV, and/or tax experts. Alison is a passionate advocate who is committed to helping her clients through the difficult process of resolving family disputes.