- Tax Efficient Transfer of Wealth - Give more to loved ones
- Postmortem Tax Planning - Planning for the Inevitable
- Corporate Owned Life Insurance - Tax-free Asset for business, succession & tax planning
- Maximizing Estate Value & Minimizing taxes
• Postmortem Tax Planning-Tax Planning for the Inevitable
• Tax Efficient Transfer of Wealth -Give more to loved ones
• Maximizing Estate Value & Minimizing taxes
• Leveraging Life Insurance for Corporate Succession & Tax Efficiency
• From Policy to Payout-Navigating Tax Implications of Corporately owned Insurance
Alycia is a Partner with MNP’s Assurance and Advisory services team in Fort St. John and a member of MNP’s Oil and Gas team. Alycia has a firm understanding of the market and geographical region her clients operate in and works with companies of all sizes and in all industries offering corporate and personal tax planning.
Denean is a born and raised resident of Fort St. John with 30+ years of experience in the financial industry and 18 years dedicated to IG Wealth Management.
Denean is dedicated to fostering enduring relationships with clients with the desire to offer tailored, expert advice and guidance through each stage of their lives with care and precision.
Shafraz has over 10 years of experience in implementing tax efficient solutions for high-net-worth clients including wealth preservation and estate planning, business and tax planning, and charitable giving strategies. Leveraging experience gained as an Income Tax Auditor for CRA, he is adept at explaining technical concepts and strategies to clients in everyday language.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
Views of guest speakers may not be shared by IG Wealth Management.
This event will be photographed for IG Wealth Management to use for future internal client event viewings. By attending this event, you consent to being photographed. If you do not wish to be photographed, please let us or the photographer know.
Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams. Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams.
