The event addressed some of the major issues underlying succession planning from a legal, financial planning, tax, and insurance perspective. After a moderated panel discussion, there was a facilitated round table discussion to allow participants to join the conversation and explore any succession planning issues they may have been facing.
Jennifer Black (DFS Private Wealth)
Michael Nituda (McLean Hallmark Insurance Group Ltd.)
Jeff Noble (BDO Canada)
Moderator: Molly Luu (Speigel Nichols Fox LLP)
Special Guest: Hazel McCallion