Seminars

Scotia Wealth Management 2017 Seminar Series 

Make this the year that you take your financial plans to the next level. 

 

Wednesday September 13, 2017 at 12:00 PM Noon

"US Retirement Plans: Moving your IRA or 401(k) to Canada"

This session is for Canadian residents who currently have an IRA or 401(k) in the US.  

You will learn about the tax implications of moving these retirement plans to a Canadian RRSP, and the practicalities of doing so.


Speakers:  

Dave Lee, Senior Wealth Advisor, Scotia Wealth Management 

Jennie Ho, CPA (NH),  Manager, Wealth Management Taxation
As the Manager of Wealth Management Taxation, Jennie Ho is responsible for providing Canada and U.S. cross-border tax-based expertise and guidance to Scotia Wealth Advisors and clients across Canada.
Jennie is focused on individual Canada & U.S. cross-border taxation matters including:
• Canada and U.S. cross-border individual tax planning;
• Canada and U.S. residency determination;
• Internal Revenue Service (IRS) voluntary disclosure programs for U.S. foreign reporting; and
• Other related matters such as PFIC reporting, IRA rollovers and withholding tax issues.

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.

 

Thursday September 28, 2017 at 10:00 AM

"Tax Strategies to Enhance Retirement Income "

Learn how RRSPs can result in higher taxation for some investors, how to avoid OAS claw-back, types of investments that result in the lowest taxation, and how to organize your RRSP, TFSA, personal accounts and corporate accounts to minimize taxation over a lifetime.

Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.


Thursday, October 5th, 2017 at 10:00 AM

“ESTATE PLANNING FOR SENIORS: 
10 COMMON ESTATE PLANNING MISTAKES AND HOW TO FIX THEM”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management 
Monique Trépanier, Estate and Trust Consultant, The Bank of Nova Scotia Trust Company
Jim Bindon, Director Development, Peace Arch Hospital Foundation  

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.


Thursday, October 12, 2017 at 10:00 AM

“PASS WEALTH TO THE NEXT GENERATION: 
TAX-EFFICIENT LIFE INSURANCE STRATEGIES FOR YOUR LATER YEARS”

Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.


Thursday, November 2, 2017 at 10:00 AM

“Planned Giving: How to Make the Most of Your Charitable Gifts”

Learn About: 
  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation 
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate
Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.
Jim Bindon, Director Development, Peace Arch Hospital Foundation

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.

 

Thursday November 9, 2017 at 10:00 AM

"Living Benefits: How to obtain the best coverage 
for Critical Illness, Disability and Long Term Care insurance."

Learn how disability insurance, critical illness insurance and long term care insurance protect you health and your livelihood.  
Learn how the underwriting process works and how to get the best rates possible.  
Those who already have coverage are welcome to come and learn more about their existing  policies.

Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management 

Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.


Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.

 

Thursday November 23, 2017 at 10:00 AM

"Tax Strategies for Business Owners: 

Ottawa’s new rules change everything.  Learn how your plan for building wealth needs to adapt."

Speakers:  
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management 

Location: Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock 
Click Here for Directions

Please be Sure to RSVP as Seating is Limited.




Past Seminars

 

 Thursday, June 15th, 2017 at 10:00 AM

“MUTUAL FUNDS VS. EXCHANGE TRADED FUNDS: WHY TRILLIONS OF DOLLARS ARE FLOWING INTO ETFS AND HOW THEY CAN BENEFIT YOUR PORTFOLIO”

Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Parm Dhaliwal, CFA, Vanguard Investments Canada

 


Thursday, June 8th, 2017 at 10:00 AM

“REAL ESTATE INVESTING: CASH FLOW OPPORTUNITIES OUTSIDE THE LOWER MAINLAND”

Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
George Ganas, Senior Vice President, Timbercreek Asset Management

 


 Thursday, April 27th, 2017 at 10:00 AM

“MORE FOR CHARITY AND LESS FOR THE TAXMAN”

Learn About: 
  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation 
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate
Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.
Jim Bindon, Director Development, Peace Arch Hospital Foundation

 


 Thursday, March 16th,  2017 at 10:00 AM

“PASS WEALTH TO THE NEXT GENERATION: TAX-EFFICIENT LIFE INSURANCE STRATEGIES FOR YOUR LATER YEARS”

Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.



Thursday, March 2nd, 2017 at 10:00 AM

“ESTATE PLANNING FOR SENIORS: 10 COMMON ESTATE PLANNING MISTAKES AND HOW TO FIX THEM”

Learn About: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Monique Trépanier, Estate and Trust Consultant, The Bank of Nova Scotia Trust Company
Jim Bindon, Director Development, Peace Arch Hospital Foundation  

 


Thursday, February 2nd,  2017 at 10:00 AM

“PROTECT YOUR FAMILY: WHAT TYPE OF LIFE INSURANCE DO YOU NEED, AND HOW MUCH”

Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.

 


Wednesday, November 9th, 2016 at 10:00 AM

“MORE FOR CHARITY AND LESS FOR THE TAXMAN”

Learn About: 
  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation 
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate
Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Jim Bindon, Director Development, Peace Arch Hospital Foundation

 


Wednesday, October 12th,  2016 at 10:00 AM

“ESTATE PLANNING FOR SENIORS: 10 COMMON ESTATE PLANNING MISTAKES AND HOW TO FIX THEM”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Senior Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director Development, Peace Arch Hospital and Community Health Foundation


Wednesday, April 22nd, 2016 at 10:00 AM

“More for Family, More for Charity, and Less for the Tax Man”

Learn About: 
  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation 
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Jim Bindon, Director Development, Peace Arch Hospital and Community Health Foundation

 


Thursday, March 3rd, 2016 at 10:00 AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director Development, Peace Arch Hospital and Community Health Foundation

 



 

Tuesday, November 10th, 2015 10:00AM

“More for Family, More for Charity, and Less for the Tax Man”

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod

Brenda McEachern, National Estate & Tax Planning Consultant, Canada Life 

Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation

 



Thursday, October 8, 2015 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 

  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation

 


 

Thursday, March 3rd, 2016 at 10:00 AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director Development, Peace Arch Hospital and Community Health Foundation

 


 

Tuesday, November 10, 2015 10:00AM

“More for Family, More for Charity, and Less for the Tax Man”

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Brenda McEachern, 

National Estate & Tax Planning Consultant,
Canada Life  

Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation




Thursday, October 8, 2015 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation


Thursday, March 3rd, 2016 at 10:00 AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director Development, Peace Arch Hospital and Community Health Foundation

 


 Tuesday, November 10, 2015 10:00AM

“More for Family, More for Charity, and Less for the Tax Man”

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod

Brenda McEachern, National Estate and Tax Planning Consultant, Canada Life

Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation

 



Thursday, October 8, 2015 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out
Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Jim Bindon, Director of Development, Peace Arch Hospital and Community Health Foundation

 

Thursday, April 23, 2015 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 

  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 



Wednesday, February 25, 2015 2:00PM


"The Year Ahead: A Market Update with ScotiaMcLeod's Chief Investment Officer"

Our speaker for this session, Shane Jones has been with ScotiaMcLeod since October 2011. He is the Managing Director of Canadian Equities and he heads ScotiaMcLeod's Portfolio Advisory Group.

http://www.newswire.ca/en/story/861481/scotiamcleod-hires-chief-investment-officer 

 

Monday, February 16, 2015 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation

 


 October 2, 2014 3:00PM and 7:00PM
 
"The Canadian Economy: Adjusting to a World of Change"

Guest Speaker: Warren Jestin, Chief Economist, Scotiabank
Warren's expertise both about Canadian and global economic issues is extensive and his team's research is leading-edge. Warren is a popular public speaker and media commentator on economic issues in Canada and abroad. In addition to an M.A. and a Ph.D., Warren acquired economics experience at the Bank of Canada and he has taught at several universities.

Warren will be discussing what has occurred in the Canadian economy since the financial crisis, and he will be sharing his team’s insights on what to expect moving forward in Canada, the US and internationally.

 

 
 Tuesday, September 30, 2014  10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate 
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out

Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod 
Monique Trepanier, Senior Will and Estate Planner, ScotiaTrust 
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation



Wednesday, February 19, 2014 10:00AM

“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: 
  • Reduce Taxes 
  • Minimize Probate  
  • Prevent Family Problems 
  • Increase Gifts to Charity 
  • Make sure your wishes are carried out

Speakers:  Speakers:  
Dave Lee, Wealth Advisor, ScotiaMcLeod Dave Lee,
Kim Karras, Lawyer, Brawn Karras and Sanderson Kim Karras
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation




November 13, 2013

“Estate Planning for Boomers: 10 Common Estate Planning Mistakes and How to Fix Them”

Learn How to: Reduce Taxes; Minimize Probate; Prevent Family Problems; Increase Gifts to Charity; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation

 



Oct 16, 2013
“Estate Planning for Boomers: 10 Common Estate Planning Mistakes and How to Fix Them”
Learn How to: Reduce Taxes; Minimize Probate; Prevent Family Problems; Increase Gifts to Charity; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 



April 25, 2013 
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Reduce Taxes; Minimize Probate; Prevent Family Problems; Increase Gifts to Charity; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 
 

March 19, 2013
“Working With Professionals”
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kim Karras, Lawyer, Brawn Karras & Sanderson
Peter Rogers, CGA Director Tax Services Leed Advisors Inc.

 

March 20, 2013
“New World Rising” 
 
How the Rise of New World Economies Will Impact Canada in the Next Decade
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Warren Jestin, PhD, Chief Economist, Scotiabank
 
 

February 28, 2013
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Reduce Taxes; Minimize Probate; Prevent Family Problems; Increase Gifts to Charity; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 
 
 
October 18, 2012
“Legacy Planning: Make the Most of Gifts to Charities and Loved Ones”
 
Tax-wise giving; Legal considerations in giving; Maximizing the impact of your gift; Making sure your wishes are carried out; Should I give while alive? Or through my Will?; Balancing generosity and lifestyle
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kim Karras, Lawyer, Brawn Karras & Sanderson
 
 

September 20, 2012
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Prevent family problems; Minimize probate; Reduce taxes; Increase gifts to charity or loved ones; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 
 

May 17, 2012
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Prevent family problems; Minimize probate; Reduce taxes; Increase gifts to charity or loved ones; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 
 

March 29, 2012
“Convert Your Business to Cash: Ensuring 'Success' in Succession Planning”
Succession Planning basics; When to start; Who to involve; Mistakes to avoid; Tax strategies; Retirement and lifestyle considerations
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Darrell Tracey, Chartered Accountant, MNP LLP
 
 

March 1, 2012
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Prevent family problems; Minimize probate; Reduce taxes; Increase gifts to charity or loved ones; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
 
 

February 2, 2012 
“How to Attract a Tax Audit From CRA”
 
CRA’s tax audit agenda; Tax avoidance vs. tax evasion; Legitimate tax shelters; Minimizing personal and corporate tax; Tax-wise investment strategies
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
John Parker, Chartered Accountant, Buckley Dodds Parker LLP
 
 

October 20, 2011 
“Legacy Planning: Make the Most of Gifts to Charities and Loved Ones”
 
Tax-wise giving; Legal considerations in giving; Maximizing the impact of your gift; Making sure your wishes are carried out; Should I give while alive? Or through my Will?; Balancing generosity and lifestyle
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation
 
 

September 15, 2011 
“Achieving Growth and Building Value: Strategies for Business Owners”
 
Learn How to: Operate more efficiently; Use metrics to make business decisions; Know where your business will be in 3 years; Make managers effective and accountable; Turn business success into personal wealth 
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Mark Wardell, President, Wardell Professional Development

 

September 13, 2012 
“Economic Outlook”
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Warren Jestin, PhD, Chief Economist, Scotiabank
 
 

June 9, 2011
“Your Exit Strategy: Retirement and Succession Planning”
 
Learn How to: Make your business more attractive to buyers; Know the true value of your business; Choose an exit strategy; Structure personal and corporate investments; Create retirement cash flow; Minimize taxes; Understand the $750,000 capital gains exemption
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, LL.B. Business Law Partner, Cleveland Doan LLP
Sandy Adachi, CA Tax Manager, KNV Chartered Accountants LLP
 
 

2011 May 26 
“Protecting your Business, your Family and your Lifestyle”
 
Understand the different types of insurance; How to get better rates; Know when you’re over-insured; Life insurance as a tax shelter; Getting cash out of your corporation; Buying insurance in your personal name vs. through your corporation
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 

May 12, 2012
“Your Exit Strategy: Retirement and Succession Planning”
 
Learn How to: Make your business more attractive to buyers; Know the true value of your business; Choose an exit strategy; Structure personal and corporate investments; Create retirement cash flow; Minimize taxes; Understand the $750,000 capital gains exemption
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, LL.B. Business Law Partner, Cleveland Doan LLP
Sandy Adachi, CA Tax Manager, KNV Chartered Accountants LLP

 

April 14, 2011 
“Estate Planning for Entrepreneurs: Unique Challenges and Opportunities”
 
Why business owners and their families face unique challenges; How to protect your assets from double taxation; Why “Trusts” - Testamentary, inter vivos and alter ego; Three commonly missed opportunities; Succession planning; Protecting your family; Bypassing probate 
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 

March 31, 2011
“How to Structure your Financial Assets”
 
Why RRSPs may not be the best idea for business owners; Put corporate cash to work; Create your own pension; Reduce taxes; Coordinate personal and corporate investments; Investment vehicles exclusive for business owners; Trusts; Holding companies
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 

March 17, 2011
“Estate Planning for Seniors: 10 Common Estate Planning Mistakes and How to Fix Them”
 
Learn How to: Prevent family problems; Minimize probate; Reduce taxes; Increase gifts to charity or loved ones; Make sure your wishes are carried out
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
 
 

January 20, 2011
“Estate Planning: Practical Advice for Seniors”
 
Mixed Singles Over Sixty, Sunnyside Hall, 1845 154 Street, Surrey
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 

November 24, 2010 
“Does your retirement depend on the stock market going up?”
 
Learn 5 ways to increase cash flow, reduce taxes and diversify your income sources without risking your money in the stock market
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 

 



November 18, 2010
“Have an Exit Strategy: Retirement Planning for Business Owners”
 
Learn How to: Make your business more attractive to buyers; Know the true value of your business; Choose an exit strategy; Structure personal and corporate investments; Create retirement cash flow; Minimize taxes
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, LL.B. Business Law Partner, Cleveland Doan LLP
Sandy Adachi, CA Tax Manager, KNV Chartered Accountants LLP

 

November 4, 2010
“Estate Planning for Business Owners”
 
Why business owners and their families face unique challenges; How to protect your assets from double taxation; Why “Trusts” – Testamentary, inter vivos and alter ego; Three commonly missed opportunities
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
 
 

September 22, 2010 
“Does your retirement depend on the stock market going up?”
 
Learn 5 ways to increase cash flow, reduce taxes and diversify your income sources without risking your money in the stock market
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 
 
May 13, 2010
“Strategies to Increase the Value of Your Business”
 
Learn how other business owners like you have successfully identified opportunities to grow the value of their business, effectively marketed their business for sale, and made their business more attractive to potential buyers.
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Sandy Adachi, Chartered Accountant, KNV Chartered Accountants LLP
 
 

April 27, 2010
“How to Increase Yield With Insured Annuities”
 
Learn how investors have used insured annuities to: Increase Cash Flow, Reduce Tax, Guarantee Principal, Bypass Probate, Guarantee Income for Life
 
Speaker:
Dave Lee, Wealth Advisor, ScotiaMcLeod
 
 

March 18, 2010
“Strategies to Increase the Value of Your Business”
Learn how other business owners like you have successfully identified opportunities to grow the value of their business, effectively marketed their business for sale, and made their business more attractive to potential buyers.
 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Sandy Adachi, Chartered Accountant, KNV Chartered Accountants LLP
 

 



February 18, 2010
“Strategies to Increase the Value of Your Business”

 

Learn how other business owners like you have successfully identified opportunities to grow the value of their business, effectively marketed their business for sale, and made their business more attractive to potential buyers.

 
Speakers:
Dave Lee, Wealth Advisor, ScotiaMcLeod
Brent Ellwyn, Lawyer, Cleveland Doan LLP
Sandy Adachi, Chartered Accountant, KNV Chartered Accountants LLP

 
 

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604.531.0227

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