1) The Main Message of The Wealthy Buddhist.
2) A Philosophy.
3) A Beginner’s Mind.
4) Right Livelihood.
5) An Entrepreneur.
6) Ability Trust and Integrity Trust.
7) Spending Mindfully.
8) Investing Mindfully.
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
1) Thinking About the Future.
2) The Importance of Goals.
3) Mentors.
4) A Definition of Success.
5) Learning from Adversity and Failure.
6) Self-Talk.
7) Communication Skills.
8) 3 Key Habits.
9) Deal With the Soft Issues.
Guest: John Askin
John Askin is a founder and principal of the Wealth Strategy Group and Financial Transition Resources. He received his Bachelor of Commerce Degree from the University of Alberta and his Bachelor of Laws Degree from Osgoode Hall Law School.
John is a member of the Law Societies of Alberta and British Columbia. In addition to advising high net worth individuals and families, John’s corporate clients have included Sun Life, TD Evergreen, CIBC, Investors Group, the Berkshire Group, Manulife Financial, Scotia McLeod and the Hong Kong Bank. John currently consults with clients and professional advisors throughout North America in the areas of succession and transition planning.
John is past president of the Estate Planning Council of Edmonton and is a current member of the Vancouver Estate Planning Council and the Canadian Tax Foundation. He has written for and presented papers to organizations such as the Canadian Tax Foundation, the Institute of Chartered Accountants, The Globe and Mail Newspaper, the Canadian Institute of Chartered Life Underwriters and the All China Lawyers Association, Beijing, China. John is co-author of Materials on Corporate Taxation and Materials on the Alberta Business Corporations Act and has authored articles in numerous publications including the Canadian Tax Journal and the Insurance Digest. He is also a regular contributor to the Insurance Planning Journal and author of the best-selling book “For Love Not Money”.
Success and What It Takes to be Successful – Part 2 | Episode 48
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1) Rod’s Greatest Lesson.
2) A Little Help from a Friend.
3) Your State of Mind.
4) Eastern Influence.
5) Be Around the Right People.
6) Rod’s Personal Legacy.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
Success and What It Takes to be Successful – Part 1 | Episode 48
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1) The Importance of Setting Goals.
2) The Meaning of Success.
3) Setting Yourself Apart from the Competition.
4) Being in the Right Environment for Success.
5) 3 Habits for Success.
Guest: Rod Burylo
Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess Capital Advisors. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director.
For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019).
Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
1) The Terminal Tax Return.
2) The Various Forms of Income.
3) How the CRA Treats RRSP & RRIF Funds.
4) Strategies to Defer Tax on Registered Funds.
5) How the CRA Treats Pension Funds.
6) How the CRA Treats TFSA Funds.
7) How the CRA Treats Capital Property.
8) Strategies to Defer Tax on Capital Property.
9) How the CRA Treats Foreign Property.
Michelle is a member of MNP’s Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals.
Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term.
Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate.
Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020.
Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019.
Michelle D. Coleman, CPA, CA, TEP, CEA
PARTNER, TAXATION SERVICES
DIRECT 780.733.8622
PH. 780.451.4406
FAX 780.454.1908
TOLL FREE 1.800.661.7778
Suite 1600-10235 101St N.W., Edmonton, AB T5J 3G1
michelle.coleman@mnp.ca
mnp.ca
1) Sole Proprietor versus Incorporation.
2) Financial Advisor as an Employee.
3) Salary Income versus Dividend Income.
4) Deduction of Basic Expenses.
5) Meals and Entertainment.
6) Membership Fees.
7) Current Expenses versus Capital Expenses.
Irfanali started his accounting practice in 2011 after completing his designation with Deloitte. As an entrepreneur at heart he feels the foundation of a strong business lies in its numbers and that is what drove him to accounting. His passion has allowed him to scale his firm, RMI Professional Corporation to a team of over 25 staff and servicing over 1500 clients annually. He has extensive knowledge in small business accounting working with various corporations and individuals including some financial advisors. Irfanali tries to live a balanced life as he is a proud husband and father of two, in his spare time he enjoys all things business and sports, mainly hockey.
Irfanali Moledina
Managing Partner
RMI Professional Corporation
203 – 2916 19th St. NE
Calgary, AB T2E 6Y9
Phone: (403) 457-4232
Email: info@rmiassociates.com
Website: www.accountantscalgary.com
1) What is a personal trust?
2) Why use a personal trust?
3) The parties involved in a personal trust.
4) What is a testamentary trust?
5) How a testamentary trust can be used.
6) What is an inter vivos trust?
7) How an inter vivos trust can be used.
8) How a financial advisor can speak to a client about trusts.
Guest: Shannon James, Associate Carscallen LLP
Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts.
Shannon is a member of the Law Society of Alberta, the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Canadian Bar Association, and the Calgary Bar Association.
1) What is a funeral?
2) A public funeral or a private funeral.
3) The purpose of a funeral home.
4) The services a funeral home provides.
5) Documentation involved with a funeral.
6) The costs associated with a funeral.
7) The benefits of a pre-arranged funeral.
8) How a financial advisor can help their clients prepare.
Guest: Kathy Cloutier
Kathy Cloutier has been a funeral director with McInnis and Holloway Funeral Homes for many years and is currently the Community Relations manager. Kathy began her career in the funeral business after her own profound grief of being widowed at a young age. Kathy considers it a privilege to serve people at a very difficult time.
1) Is a hand written letter a holograph will?
2) Challenges against the executor.
3) Being clear as to what “grandchildren” means.
4) The death of a business owner.
5) Common disaster scenario.
Guest: Paul E. Reid, Partner at Carscallen LLP in Calgary, Alberta.
Paul has litigation practice focused primarily on wills, trusts, and estate litigation. Paul also has a busy commercial litigation practice and a passion for Indigenous law.
Paul has represented both individuals and financial institutions in the Court of Queen’s Bench Alberta and the Court of Appeal of Alberta in estate matters involving the removal and replacement of Personal Representatives, Guardians and Trustees, as well as in matters of Will and Trust interpretation, the validity of holograph wills, compensation for Personal Representatives and Trustees, beneficiary designations, breach of trust allegations, challenges to inter vivos gifts, Dependent Support and Relief claims, Family Maintenance and Support claims and creditors’ claims against estates.
Paul has argued applications for the re-sealing of foreign grants, the conveyancing of real property, and the completion of distributions to beneficiaries.
Paul provides advice to Trustees and Guardians of represented adults.
Paul advises clients on issues arising under Personal Directives and Enduring Powers of Attorney.
Paul has appeared before all levels of court in Alberta, British Columbia, and Federal Court, in addition to various regulatory boards.
– What is a Power of Attorney?
– Why have a Power of Attorney?
– What if there is no Power of Attorney in place?
– What does a bank’s Power of Attorney do?
– Coercion and Powers of Attorney.
– Examples of misuse of a Power of Attorney.
Guest: Jennifer Lamb.
Jennifer is a partner with Calgary law firm Carscallen LLP. Jennifer has helped clients in a variety of estate matters including the preparation of wills, powers of attorney, and personal directives. She has also provided advice on the role of executor, guardianship, and trustee. Jennifer has dealt with many estate planning matters regarding the interpretation and validity of wills and beneficiary designations, breach of trust allegations, the removal and replacement of executors and creditor’s claims against an estate.
Jennifer is a member of the Law Society of Alberta, the Canadian Bar Association, the Calgary Bar Association and the Estate Planning Council of Calgary.
Contact:
Jennifer R. Lamb, Carscallen LLP.
Centrium Place
900, 332 6 Avenue SW
Calgary, Alberta T2P 0B2
Phone: (403) 298-8455
Fax: (403) 262-2952
Email: Lamb@carscallen.com
Website: www.carscallen.com
