Legal Blog

Succession Planning Round Table

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.

Panellists:
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