1) Succession Planning Defined.
2) Beginning Your Succession Plan.
3) Sole Proprietorships and Partnerships.
4) Common Exit Strategies for a CCPC.
5) Funding Strategies.
6) Estate Freezes.
7) Capital Gains Exemption.
Guest: Irfanali Moledina
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) The Exempt Market.
2) The Major Differences.
3) The Risks.
4) How to Purchase Exempt Products.
5) Eligibility for Registered Plans.
Guest: Sheila Nielsen
I grew up on a farm in rural Alberta and learned many of life’s important lessons there. I had an idyllic childhood filled with the freedom to explore, build tree houses, help with the farm work and look after the animals. This gave me a deep appreciation for the land, the value of hard work and a sense of community.
I earned a Bachelor of Commerce degree and upon graduation I worked for a telecommunications company as a Programmer/Analyst for 10 years. This work included analysis, design and implementation of many systems in the billing and marketing departments.
A keen interest in personal finance and an eagerness to ‘spread the word’ about private investing motivated me to become a registered Exempt Market Dealing Representative. I became registered with Raintree Financial Solutions early in 2012. I believe Raintree Financial Solutions’ rigorous due diligence process and focus on alignment are paramount in looking after investor’s best interests.
I have a down-to-earth, common sense approach to life. My goal is to educate others about the existence of the Private Capital Market and the alternative investment choices available and to determine if it is suitable for them. Private investing is an excellent way to diversify an investor’s portfolio where eligibility and suitability have been determined. I invite you to call me today to learn more.
Contact:
203-304 Main Street South
Suite #174, Airdrie, Alberta
P 403.305.9284
E snielsen@raintreeFS.com
W raintreeFS.com/sheila-nielsen
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”.
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
Using Technology to Grow Your Insurance Business. Episode 38
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1. The beginning of Trufla.
2. Helping brokers to be found on the internet.
3. Setting a broker up for success.
4. Increasing efficiency with technology.
5. Why Egypt?
Guest: Sherif Gemayel
Sherif is an entrepreneur who is passionate about disrupting the traditional way insurance is done. He uses trends from other industries to help navigate through this unchartered territory, which has led him to build one of the most innovative brokerages in Canada; Sharp Insurance. The knowledge and firsthand experience he has gleaned from Sharp Insurance inspired him to launch Trufla Technology which provides brokers with a complete digital transformation solution their brokerages.
Building Your Business by Prospecting and Maintaining Relationships. Episode 31
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1) Do you want to be a generalist or a specialist?
2) Looking for opportunities to prospect.
3) Some steps in building that relationship.
4) Shortening the gap in relationship building.
5) The importance of continuing education.
6) How to use social media.
Guest:Libby Wildman, the founder of Wildman & Associates.
Libby has over 34 years of financial services and planning experience.
She is the founder of Wildman & Associates, a highly successful Holistic wealth management firm that provided a comprehensive set of financial services and life management products. She merged her firm with Davis Rea Ltd in 2018 and became a senior partner, in order to round out her offering of also managing clients investments. A one stop story shop as she calls it.
Libby is a lifetime member of ADVOCIS and CALU. In 2020 she became the creator of Liminal Escapes where she brings small groups of adventurers together with experts/leaders for transformational experiences. When people connect and create memories, they will share and relive them for years to come. 10 years ago Libby also founded a women’s entrepreneur community called The Collective . In 2014 she was nominated as a Woman of Influence in the Insurance and Investment Journal and is a sought after speaker and thought leader. She lives in Toronto with her Life and business Partner at Davis Rea Ltd John O’Connell and 3 awesome kids.
1) Defining insolvency and bankruptcy.
2) Some steps to take for businesses to avoid bankruptcy.
3) Steps to prepare for bankruptcy.
4) How a bankruptcy impacts insurance.
5) How a bankruptcy impact a personal and business ability to get credit again.
6) The advantage of legal representation during a bankruptcy.
7) The change in creditor flexibility during 2020.
Guest: Michael Loberg, Barrister & Solicitor.
Michael Loberg has been practicing law for over 20 years specializing in
commercial litigation and dispute resolution, insolvency, and
restructuring. He became and Attorney-at-Law for the Cayman Islands in
2006, and a Solicitor for the High Court of England and Wales in 2008
(active in Alberta only). Michael has represented a number of large
companies in the areas of receivership, bankruptcies, and restructuring.
As well, he has international insolvency and litigation representations
including complex multi-jurisdictional commercial litigation with
particular emphasis on financial, securities and derivatives litigation,
corporate and partnership litigation, fraud recovery and related
remedies, international and domestic enforcement of judgments, and
dealing with related recovery issues.
Contact:
Loberg Law
1000 Bankers Hall West
888 – 3rd Street SW
Calgary, AB T2P 5C5
Phone: (403) 457-6680
Website: https://loberg-law.com/
Who are insurance brokers and what they do. Business insurance | Episode 20
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1) Benefits of an Insurance broker
2) Home based vs small business
3) What a business owner needs to think about when considering insurance needs
4) What affects insurance pricing
5) Role of a broker in a claim situation
6) Pandemic considerations
7) Advice & Recommendations
Guest: Paul VanderHooft, B Comm, CIP, CAIB.
Paul is a married father of 2, who started in the insurance business in
Manitoba. He has been in the insurance industry for over 20 years and
has many accomplishments to his name. He achieved his Canadian
Accredited Insurance Broker (CAIB) designation, the Chartered Insurance
Professional (CIP) designation, he is a Past President of the Insurance
Brokers Association of Alberta, and he is the Alberta Director of the
Insurance Brokers Association of Canada. He is the Commercial Manager
with Westland Insurance in Lethbridge, Alberta.
Westland Insurance has been in business for over 40 years and they are
now coast to coast having just expanded to Nova Scotia and Quebec, to
add to their locations in Ontario, Manitoba, Saskatchewan, Alberta, and
BC. Westland Insurance now employs well over 1600 employees.
1) What is a e-signature?
2) How does Signority prove that a person signed a document?
3) What kind of security is in place?
4) Made in Canada.
5) Ease of use.
6) Endorsed by CSIO.
7) Special offer.
Speaker:Jane He – CEO/Founder at Signority.
Jane has been in the hi-tech industry for 25 years. She has lived in
three continents, born and raised in Shanghai, received her graduate
degree in Europe have been working as a hi-tech professional since 1996
in Canada. She worked at Nortel and several other large companies until
2010, when she started Signority. Over the last 10 years, Signority has
made several significant milestones: in 2016, the Department of National
Defense of Canada has successfully deployed that platform, through the
federal government innovation program, and, for the first time in
history, Signority helped the Government of Canada eSign the first MoU
with the Government of Great Britain.
Special offer:
10% discount off of the web listing price for the first year of a subscription. Just email support@signority.com or call 1-833-222-1088 and mention Financial Podcast.
