Whiskey & Wisdom
You’re invited to crystallize your succession and estate plans over a night of whiskey sampling — attendees will gain insights from top advisors at MNP, Assante Wealth Management, and Cunningham Swan. You’ll learn practical techniques and innovative strategies for protecting your business, family, and legacy, all while transferring your wealth to successors in a tax-efficient manner.
For more information, email Mike Cvetkovic at [email protected].
Topics include:
- Avoiding double or triple tax
- Choosing an executor and avoiding conflicts
- Family trusts and family law matters
- Tax efficient retirement income
- How to optimize charitable giving
- And much more!
90 Johnson St, Kingston, ON
Presenters
Jason is MNP’s Regional Tax Leader for Southeastern Ontario, based in Kingston. He is responsible for the region’s tax planning solutions along the 401 Highway, from Belleville to Cornwall and beyond. With more than two decades of experience working with business owners, Jason helps clients achieve their tax planning and tax structuring goals.
Brian Gillingham is a partner with the law firm of Cunningham Swan LLP in Kingston and heads the firm’s Wills and Estates group. Brian obtained his Juris Doctor from Osgoode Hall Law School in 2011 and was called to the bar in 2012. He is a co-author of the legal textbook Drafting Wills in Canada: A Lawyer’s Practical Guide and regularly presents to lawyers at continuing development programs with the Ontario Bar Association and the Law Society of Ontario.
With over 28 years of experience, Patrick specializes in providing holistic wealth planning for business owners and high net worth families, helping them protect and grow their wealth by providing integrated advice in tax, investment and estate planning.