Nowadays, Family Wealth Planning needs to be dynamic in its thinking, and with a tremendous amount of wealth being transferred to younger generations over the next few decades, we believe it is important to speak candidly about Family Wealth Planning strategies and structures that may assist in protecting your family, as well as ensure your greatest beneficiary is not the Canada Revenue Agency.
HighView is pleased to have a panel of Family Wealth Planning experts who will discuss these strategies, as well as answer questions from our attendees.
Seminar Details – October 10, 2018
Date: October 10th, 2018
Time: 7:00- 8:30 PM
Location: Oakville Golf Club, 1154 Sixth Line, Oakville, ON L6H 6M1 Click here for map.
How to Register
Call HighView at 1 (888) 827-8540 or submit the form on this page.
Panels
Greg Rodger with Brian Carney (7:00pm to 7:45pm)
Moderator
Greg Rodger, CFA
Chief Investment Officer & Principal (HighView)
Greg Rodger has over 25 years of experience in the Canadian wealth management industry. His experience has encompassed nearly every aspect of the investment management business, including; portfolio management, equity and fixed income research, economic analysis, real estate, private lending, and private equity. Greg has served in senior management roles as well as worked directly with private clients, trusts, and foundations. Greg is currently responsible for the overall design of the portfolio solutions offered at HighView and has a true passion for working with clients to design portfolios aligned with their needs
Expert
Brian Carney, BA, CIM
Portfolio Manager (Canso)
Brian attended the University of Notre Dame graduating with a degree in Government and International Studies in 1990. Brian then joined the Credit Department of Goldman Sachs & Co. working in the firm’s New York, London and Toronto offices. In 1997 Brian moved to Merrill Lynch Canada Inc. and over the next 11 years held a variety of positions in Corporate Bond Research, High Yield and Corporate Bond Trading, Syndication and Proprietary Trading. In 2012 Brian joined Canso as a member of the investment team where he is a Portfolio Manager and also contributes to client servicing and marketing.
Ian Calvert with Laura Oliver, Sanitha Miranda & Jim Kibble (7:45pm to 8:30pm)
Nowadays, Family Wealth Planning needs to be dynamic in its thinking, and with a tremendous amount of wealth being transferred to younger generations over the next few decades, we believe it is important to speak candidly about Family Wealth Planning strategies and structures that may assist in protecting your family, as well as ensure your greatest beneficiary is not the Canada Revenue Agency. HighView is pleased to have a panel of Family Wealth Planning experts who will discuss strategies, as well as answer any questions.
Moderator
Ian Calvert, CFP, CIM
Wealth Planner and Associate Portfolio Manager (HighView)
Ian brings over 10 years of wealth management experience to the HighView team. As a Wealth Planner and Associate Portfolio Manager, Ian works closely with our clients in the design and execution of their investment portfolio and personalized wealth plan. With a passion for a client-first culture, and the Certified Financial Planner (CFP) designation, Ian ensures to deliver the highest level of ethical and competent service to all HighView families. In addition to his financial planning experience, Ian is also a holder of the Chartered Investment Manager (CIM) designation.
Panel Participant
Laura Oliver, LL.B (Family Law)
Barrister and Solicitor
Laura attended Osgoode Hall Law School, graduating in 1995. Upon her call to the Bar in 1997 Laura joined the boutique firm of Harper, Jaskot practicing exclusively in the area of Family Law. Laura has continued to practice Family Law exclusively since that time and began her own practice in 2000 in Oakville. Laura has been an instructor with the Law Society of Upper Canada for the Bar Admission Course and a member of the Item Writing Team for the Bar Admission Examinations on numerous occasions. She has also been a guest speaker and lecturer on issues relating to Family Law in various other forums.
Panel Participant
Sanitha Miranda, LL.B (Estate Planning)
Barrister and Solicitor
Sanitha Miranda graduated with honours from the University of Manchester, School of Law. She holds an Honours B.A. with High Distinction in Political Science and History from the University of Toronto. At law school, Sanitha was a volunteer caseworker at the Legal Advice Clinic and also worked at Countrywide Property Lawyers, the largest Property law firm in England and Wales. Prior to joining Day & Borg, she worked as a constituency assistant for a Member of Parliament. Sanitha was called to the Bar in September 2014 after completing her articles at Day+Borg LLP.
Panel Participant
Jim Kibble, BBA, CPA, CA, TEP, CEA
Estate Planning Consultant
Jim is founder of Ontario Estate Consulting Solutions Inc. A business focused on estate planning and estate administration. Jim has spoken to hundreds of people in various community groups educating them on the benefits of having dual wills for individuals rather than a single will for residents of Ontario. Jim also develops estate plans in family business situations for children and their partners before parents consider corporate re-organizations that may put shares into the hands of their children. This is one aspect of Jim’s expertise in inter-generational family business planning
