Julie Bond
PRESENTATION TITLE:Unlocking Government Refunds for Doctors PRESENTATION OBJECTIVES: SYNOPSIS: Medical professionals qualify for Canada’s largest tax program called SR&ED and yet every year many of them do not apply. This is due to the lack of awareness around the program, misinformation from accountants and the misconception that it is too “time-consuming”. The truth is, many […]
Nick Giovanetti
PRESENTATION TITLE:Physicians’ Estate Planning Playbook: Protecting Wealth and Preserving Impact PRESENTATION OBJECTIVES: SYNOPSIS: This isn’t just another presentation; it’s a practical playbook for ensuring your wealth works as hard as you do, now and in the future. Join us and take the next step toward financial empowerment and peace of mind. As a physician or […]
Omar Khan
PRESENTATION TITLE:The ins and outs of investing in the stock and options markets PRESENTATION OBJECTIVES: SYNOPSIS: If you cannot find a way to have money work for you, you will work until you die. Investing in the market is an essential skill. Learn to use money and have money work for you. Securities and fixed […]
Adam Niman
PRESENTATION TITLE:Why leave money on the table? Understand life insurance and health benefits. PRESENTATION OBJECTIVES: SYNOPSIS: Life insurance and benefits are essential to financial security and, when aligned with genuine needs, can be incredibly effective. However, as key clients for the financial services industry, doctors are often targets for aggressive and sometimes excessive sales tactics. […]
August Biniaz
PRESENTATION TITLE:Multi-family real estate investing in the US – why and how? PRESENTATION OBJECTIVES: BIO: August Biniaz is the Co-founder and Chief Investment Officer of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily assets, utilizing the value-add business model while partnering with passive investors as Limited […]
Norm Houle
PRESENTATION TITLE:How Do the New Federal Rules Impact You? PRESENTATION OBJECTIVES: SYNOPSIS:Introducing at a high level the tax implications of the new increased capital gains tax rate for individuals and corporations. Plus, we will discuss the impact on your cash flow now and in the future based on your tax situation. Norm is a professional […]
Patrick Gill
PRESENTATION TITLE:Have your cake and eat it too: How to Invest in your future while paying your mortgage in record time PRESENTATION OBJECTIVES: SYNOPSIS:Financial well being is often only associated with growing your assets. You will learn from this industry insider how to manage the other side of the balance sheet. Your debt and mortgage […]
Dr Roger Sen MD
Dr Sen BSc, MD, CCFP, mMBA is the founder of Eagles Landing Medical Centre and previous emergency medicine doctor and current family doctor. He graduated with his medical degree from the University of Toronto and his MBA in Physician Leadership from the Schulich, School of Business, Dr Sen actively trades in the stock and options markets. He completed training and certification in fundamental and advanced technical analysis. He has studied under the mentorship of expert traders and has learned the art and science of trading.
Dr Michael Long MD
Dr. Mike Long BSc, MD, CFPC is a family physician and the founder of Aurora Family Health Clinic and Mountdale Medical Centre in Thunder Bay, Ontario. He is an Assistant Professor at NOSM University, with a special interest in mentoring residents and physicians on various finance topics. Dr. Long is a serial entrepreneur with a passion for small business and real estate ventures.
Dr Vu Kiet Tran MD
Dr. Tran is an experienced emergency medicine, family medicine, and LTC medicine physician for over 24 years. He earned his MBA with Ivey School of Business, his MHSc (Education) with the University of Toronto, and his ICD.D with the Institute of Corporate Directors. He is an Assistant Professor at the University of Toronto.
Jamie List
PRESENTATION TITLE:A whole new world to investigate: what are the alternative investments? PRESENTATION OBJECTIVES: SYNOPSIS:Most people are comfortable investing in publicly listed securities. However, most are not familiar with the alternative and private markets. Alternative assets provide an enhanced the risk adjusted-return. Adding assets that behave differently from stocks and bonds but produce same or […]
Sasha Cucuz
PRESENTATION TITLE:Investing Passively In Large Scale Development PRESENTATION OBJECTIVES: BIO: As the CEO of Greybrook Securities Inc. and along with his partners, Sasha is responsible for leading the firm’s capital markets and real estate investment strategies. Under his leadership and on behalf of it’s L.P.’s in over 30 countries, Greybrook’s portfolio has grown to include […]
Saad Nadeem
PRESENTATION TITLE:Live A Rich, Fulfilling Life! PRESENTATION OBJECTIVES: Saad Nadeem is the founder and CEO of Rich Fulfilling Life Wealth Management. Before being a successful independent entrepreneur and a Certified Financial Planner, Saad was one of the top 5 advisors at a large national wealth management firm. Saad has received an honorary Bachelor’s of Economics […]
Austin Rogers
PRESENTATION TITLE:So, you think you know how to invest in real estate? PRESENTATION OBJECTIVES: SYNOPSIS:Physicians and healthcare professionals enjoy investing in real estate. However, they seem to understand one type of real-estate investment (ie. The primary residence). In this presentation, we will address other types of real-estate investments – home ownership, short-term rentals, apartments, etc. […]
Chris Rugel
PRESENTATION TITLE:Be tax-efficient star-investor PRESENTATION OBJECTIVES: SYNOPSIS:As investment managers, we make decisions on assets to invest. We base our decisions on many factors. Among the most important ones are risk and tax-efficiencies and how they impact the individual investor. I will share with the audience how this is done behind the scenes. BIO: Christian is […]
Rishi Raj Tiwari
PRESENTATION TITLE:Decoding Pre-Con real-estate investing – why and what HCPs need to know? PRESENTATION OBJECTIVES:
Anthony Cusimano
Partner, Williams & Partners Chartered Professional Accountants, LLP BCom, CPA, CA, CMA, LPA, FRI CO-PRESENTATION TITLE:Tax Tips and Traps for Physicians and Dentists PRESENTATION OBJECTIVES: BIO: Anthony became a partner at Williams’s Partners in 2020, after spending seventeen years as a sole practitioner in Toronto. He has completed the CPA Canada “In Depth Tax Course […]
Craig Gallant
Craig Gallant (William and partners) CO-PRESENTATION TITLE:Tax Tips and Traps for Physicians and Dentists PRESENTATION OBJECTIVES: BIO: Craig is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Licensed Public Accountant (LPA) and holds a Bachelor’s degree (first class standing) in Business Administration from the University of Prince Edward Island. Originally hailing from Prince Edward Island, […]
Jean-Pierre Laporte
PRESENTATION TITLE:The importance of proper financial sequencing to build your wealth. LEARNING OBJECTIVES: SYNOPSIS OF THE PRESENTATION:In this presentation, we will explore and compare two primary methods for saving for retirement: the corporate route and the pension route. Our focus will be on their tax efficiency and performance. Ultimately, our goal is to demonstrate how […]
Jeff Thomas
PRESENTATION TITLE:Financing for Healthcare Professionals LEARNING OBJECTIVES: BIO: With over 37 years of lending experience in automotive and business banking, I now use this experience to help run the Program Lending Team which oversees 3 business areas such as Professionals, Franchising and residential Condo Corp loans for common area renovations.
