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MNP & IG Wealth Zoom Presentation

About this Seminar

FREE PRESENTATION

MNP Presentation:
Corporate/Personal Tax Outlook and What Planning Options are Available – Brett Casavant and Nicholas Talarico – MNP

Discussion on Corporate and Personal Tax Outlook given the large amount of government spending since COVID hit. We will also discuss some tax planning options that are out there to help mitigate potential increased tax exposure and some other tax planning options that are available.


IG Wealth Management Presentation:

Portfolio Construction and Economic Outlook – Bill Chornous and Jonny Bast

  • 2021 stock market and economic outlook
  • Investment trends and philosophies
  • IGM Sub Advisory Model

Presenters

Jonny Bast

BComm, CFP, CLU

William (Bill) D. Chornous, CFA

Senior Vice-President, Investment Strategy

Brett Casavant, CPA, CA

Partner MNP - Private Enterprise Services

Nicholas Talarico, CPA, CA

MNP

About Jonny Bast

BComm, CFP, CLU

Jonny has been with IG Wealth Management as a Senior Financial Consultant for 10 years. His advisory practice is built around incorporated dental and medical professionals. His planning model is focused around you, the client, with the view that financial planning philosophies should be universal, but each strategy should be personal. Jonny enjoys spending his free time with his wife, Mandy, and two daughters, Palmer and Tatum and watching or playing any and all sports.

About William (Bill) D. Chornous, CFA

Senior Vice-President, Investment Strategy

Bill Chornous brings over 30 years of experience in global capital markets to his role as Senior Vice-President, Investment Strategy with IG Wealth Management.

Logging more than 100 speaking engagements a year, Bill presents at many corporate conferences and events in addition to external financial organizations, chambers of commerce, private clubs, and universities.

He is often called upon by the media as an authority on financial matters. He has appeared on numerous radio and television programs across the country and has been featured in Canada’s national business newspapers, as well as a host of business and general interest magazines and local newspapers.

In his presentations, Bill brings historical information to life by explaining complex market concepts in simple terms to clearly lay out ‘best practices’ for developing successful investment strategies.

Bill’s talks are backed up by years of experience as both a stockbroker and a fund manager.

Bill has a Diploma in Business Administration and is a Chartered Financial Analyst charterholder.

About Brett Casavant, CPA, CA

Partner MNP - Private Enterprise Services

Brett Casavant, CPA, CA, is a Partner and Business Advisor with MNP’s Private Enterprise team. Brett delivers corporate accounting and tax services to private enterprises in various industries, with a focus on professionals such as doctors, dentists and lawyers.

Brett takes a forward-looking approach to ensure clients have the appropriate structure in place to achieve their business and personal goals. His services include preparation of Review Engagements and Notice to Readers, advising on business structure, tax planning and developing strategic plans to guide growth.

In 2011, Brett earned a Bachelor of Commerce degree from the University of Saskatchewan, where he majored in accounting. He holds the Chartered Professional Accountant (CPA) designation, qualifying as a Chartered Accountant (CA) in 2013.

About Nicholas Talarico, CPA, CA

MNP

Nicholas Talarico, CPA, CA, is a Partner with MNP’s Tax Services team in Edmonton. Nicholas works with private enterprises, primarily professionals such as doctors, dentists and lawyers, as well as with high-net-worth individuals, delivering comprehensive tax services  designed to help them achieve their goals.

Results focused, Nicholas takes the time to understand each client’s
situation and devises practical, efficient plans and options. He ensures clients understand the various solutions available, including the intricacies of each option, so they can make informed decisions.

Nicholas’ services include tax planning and compliance for individuals, corporations, partnerships and trusts and planning for the purchase and sale of businesses and investment opportunities. He also assists with Canada Revenue Agency and other tax authority audits, including responding to authorities, representing clients and providing support to facilitate audits or other reviews.

Nicholas has a Bachelor of Arts degree and a Bachelor of Commerce degree from the University of Alberta. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA), and has completed levels I and II of CPA Canada’s In-depth Tax course.

Cost

DesignationCost
  • Location Zoom Meeting
  • Date 2021 January 27
  • Start time 7:30 pm
  • End time 9:00 pm
  • Credit hours 1.5
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