Events

We've hand-picked events throughout the year so you can better connect with like-minded entrepreneurs and learn from the best in the biz.

Protecting your Business from Yourself

Tuesday, October 24 | 11:00 AM - 1:00 PM

ATB Entrepreneur Centre, Edmonton

One of the best ways to ensure longevity in your business and prevent unnecessary tensions with your business partners is to have a well drafted Buy Sell Agreement or Unanimous Shareholder Agreement.

Many of our clients question if they need one, and what considerations should be given when drafting an agreement.

How to Protect Your Business From Yourself

Heather will be discussing how having a documented understanding of the relationship can protect the business, and make the business more attractive to funders, investors and grant providers.

Tax Efficient Ways to Fund a Shareholder Agreement

Nicole will discuss how to fund and well drafted Shareholder Agreement and tax issues that need to be considered.

Sleep easy knowing that in the event of unexpected events (which will happen!), you have a plan for dealing with the unexpected, rather than having the unexpected derail the business.

Light lunch will be served.

About our speakers:

Heather Barnhouse, Partner, Dentons

Heather is a partner in Dentons’ corporate/commercial group, focusing on helping entrepreneurs grow their businesses.  She has a vast array of experience helping businesses and entrepreneurs in a wide variety of industries and various mix of players.  She focuses on helping, in a practical way, using a hands-on approach.

Nicole Dziuba, CFP, CIWM

As an Insurance Advisor, I am committed to understanding what is important to you and your family. In addition to advising in all areas of Life, Critical Illness and Disability insurance, I hold my Certified Financial Planner (CFP) and Certified International Wealth Management (CIWM) designations which give me a well-rounded ability to see the whole picture, identify your goals and develop a plan that is tailored to you and your loved ones.

Since 1999 I have worked in the financial services industry with a focus on estate planning. I also specialize in the area of business succession planning which encompasses educating clients on how to protect their business and farm corporations from losses due to untimely death or disabilities of integral family members, partners or key persons in the business.

Working in the insurance area allows me access to unique products that business owners and families can use to tax shelter income and turn taxable capital into non-taxable capital during their lifetime. These same products can demonstrate tax efficient ways to pass wealth on to loved ones and significantly increase the value of your estate.

 

Loading Map....