Name: Supporting the Value of Your Advice
Start: 2024-03-20T15:30:00-04:00
End: 2024-03-20T17:00:00-04:00
Location: Ajax Convention Centre

RSVPs Closed

Supporting the Value of Your Advice

Tuesday

,

October

17

,

2023

6:00PM

–

8:00PM

EDT

Agenda

3:30PM

Welcome

Enjoy complimentary drinks and appetizers, and network with your peers.

4:00PM

Our Advanced Financial Planning Team

Brent Shaw Director, Tax & Estate Planning

Discover how our collaborative financial planning approach reinforces the long-term value of your advice. This session will focus on the importance of integrated advice with trusted partners and how our leading-edge financial modeling can:

-Demonstrate the long-term value of your tax, estate, and business planning advice.
-Improve client confidence.

4:45PM

Q&A

Host Panel

Speakers

Brent Shaw

Director, Tax & Estate Planning

Brent Shaw is a Director, Tax & Estate Planning within the Advanced Financial Planning department at IG Wealth Management. In this role, he collaborates with IG Consultants and other subject matter experts to deliver tax and estate planning support to clients. He often discusses planning opportunities relating to wills, trusts and powers of attorney. Brent received his law degree from Queen’s University. He also holds an economics degree from McGill University, the Certified Financial Planner (CFP) designation and the Trust and Estate Practitioner (TEP) designation.

Bill Jack

Regional Vice President

David Irwin

Regional Vice President

Speakers

Esther Bast - Senior Vice President

While promoting Diversity, Equity and Inclusion, my focus is leading and inspiring Advisors and Directors to provide the very best outcomes for the Canadian families we serve. Developing high impact leaders that make a positive and lasting difference in the lives of others is my goal.

My passion is to further financial literacy awareness and ensure we positively impact Canadians and our clients as we guide them and their families to achieve their financial goals, increase their awareness and protect their family.

Bill Sprague - Regional Vice President

Bill is the Regional Vice President of the IG Winnipeg North Central Region. Bill has been at IG for over 30 years as a Consultant, Division Director, Regional Director, and Regional Vice President. Bill leads a team of advisors that manage over 2.5 billion in client assets. Bill is a Chartered Professional Accountant (CPA,CMA), and a Certified Financial Planner (CFP).

Marty Minshull - Regional Vice President

Marty is the Regional Vice President in the Winnipeg SouthWest area. In his role, he partners with a team of nearly 100 financial planners to provide coaching, mentorship and support. He also specializes in consulting on client cases with complex tax and estate planning needs. Through his career he has continued to develop his advanced planning knowledge through completion of the Certified Financial Planner and Chartered Life Underwriter designations. Outside of work he contributes his time to the Assiniboia Chamber of Commerce, Advocis Winnipeg Chapter and the United Way Leadership Cabinet.

Blair Evans -

Assistant Vice-President, Tax and Estate Planning

Blair is an Assistant Vice-President, Tax & Estate Planning at IG Wealth Management, where he assists high net worth clients on complex tax and estate planning issues. Blair is a Chartered Professional Accountant (CPA, CA) with more than fifteen years of tax experience. Blair has a breadth of experience providing clients with advice on matters including corporate taxation, transaction structuring, executive compensation and tax planning for high net worth individuals. Blair is responsible for providing advanced tax and estate planning support to our clients. Blair obtained his Certified Financial Planner designation in 2018 and his Tax and Estate Practitioner (TEP) designation in 2020. He is a member of both the Canadian Tax Foundation and the Society of Trust and Estate Practitioners.

Speaker Name

Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high-net-worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba and was called to the Manitoba Bar in 1988. He has practiced law in both the private and public sectors and his experience includes five years as tax litigation counsel with the Federal Department of Justice. Over the last 25 years with IG, Jack has worked extensively with clients on issues relating to tax planning, business succession, executive compensation, and trusts. He has also made numerous presentations to both public and professional audiences on these topics.

He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of FP Canada.

Seminar Assets

Agenda Details

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RSVPs Closed

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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. By providing us with names and information of other persons you understand that we may contact these persons for similar purposes. Express Consent: By providing my telephone number and/or email address, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. Views of guest speakers may not be shared by IG Wealth Management.