Are you planning to expand, acquire, or transition your business? Whether you're preparing for growth, succession, or a successful exit, this exclusive event is designed with you in mind.
Join us at the elegant Donald Gordon Hotel and Conference Centre for a high-impact session led by David Turnbull, Head of IG Wealth Management’s newly launched Private Company Advisory division. David will share how IG helps business owners unlock expansion capital, identify strategic buyers, and maximize business value at exit—while also optimizing estate, tax, and retirement planning for long-term wealth preservation.
What you’ll gain:
-Access to potential buyers or acquisition targets
-Expert guidance on valuation, due diligence, and deal negotiation
-Strategies to secure growth financing or alternative funding
-Integrated estate, tax, and retirement planning—ensuring income is drawn down tax-efficiently
This is a rare opportunity to hear directly from one of Canada’s leading business advisors. Whether you're scaling up or stepping back, this event will equip you with the insights to make confident, informed decisions.
David is Managing Director and Head of IG Private Company Advisory, leading the team that provides mid-market business clients with strategic advice and services related to financing, growth and succession. He brings over 27 years’ experience in investment banking and capital markets. Before joining IG in 2023, David led the private company advisory business at a leading Canadian financial institution. He is a Chartered Financial Analyst® and has a Master of Business Administration degree from the Richard Ivey School of Business. David also teaches part time at the Ivey Business School, Western University on mergers, acquisitions, and business strategy.
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.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
Views of guest speakers may not be shared by IG Wealth Management.
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.
