It’s Always a Good Time for Strategic Ideas

3 esteemed speakers on a range of topics that will help your business and family wealth navigate through this unprecedented time, and into the future. Mr. Greg Toner CPA, CA discusses tax planning around shares of a business. Mr. Trevor Parry brings his expertise to look at a unique strategy leveraging the bank’s capital. Dr. Tom Deans speaks on the topic of family governance and estate planning

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