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Series 2006 Speaker Profiles
Dr. Michael Graham
Canadian Investment Report Card 2006
Acrobat presentation (8mb)
Dr. Michael Graham will provide our members with a Canadian
Investment Report Card for 2006. Dr. Graham is an entertaining and
informed investment consultant providing insight into the Canadian,
North American and global economies as well as looking at economic
(and stock market) trends. Dr. Graham has provided after-marketers
with economic overviews and he will also review his previous years’
predictions and a look to the future.
Doug Carroll
Legal Considerations for Estate Planning
Information
Rob Carrick
Personal finance columnist for The Globe and Mail, Canada’s national newspaper
How Clients see their Advisers
Dipping into the thousands of e-mails and phone calls I
have received from readers over the years, I will report to advisers on what they seem
to be doing right, and wrong, what bugs clients and what makes them happy..
Rob Carrick is The Globe and Mail’s personal finance columnist
for the past seven years. He previously reported from Parliament Hill for
the Canadian Press wire service on economic and financial matters and has
covered business for CP for many years in Toronto. Rob is currently hard at
work on a third book, this one advising people how to get the best deals on
all their financial needs, from mortgages and bank accounts to financial advice.
His two previous books were on on-line investing. Rob is a graduate of the
Canadian Securities Course and lives in Ottawa with wife and two sons.
Trevor R Parry M.A. LL.B.
Executive Vice President for Sales and Marketing for Gordon B. Lang & Associates
Enhancing Retirement & Reducing Taxes for the Business Owner
Individual Pension Plans:
• Structure, Benefits, Marketing, Perceived Pitfalls, Recent Policy Changes & Implementation and Execution
Retirement Compensation Arrangements
•Structure and History, Uses and Objective Approach, Shareholder Bonus and Leveraged RCA, Business Exit Strategy,
Ex Patriots. Employment Uses, Recent CRA concerns and opinions AND The Insured RCA
Health and Welfare Trusts
• Medical and Dental Costs, Critical Illness and Long Term care funding & Implementation
Trevor Parry is responsible for coordinating the efforts and developing strategies for the GBL
consulting arm across Canada. He works closely with GBLs regional reps, as well as advisors,
accountants, their respective clients in implementing strategies to minimize or postpone tax and
maximize profit and retirement savings. Trevor was called to the Ontario Bar in 1996 and is a
graduate of Queens University Faculty of Law. He holds an undergraduate degree from Trinity College
at the University of Toronto and a Masters of Arts in History and International Relations from the
University of Toronto.
Individual
Pension Plans: Effective Retirement Solutions for Business Owners,
Professionals & Executives (IPP Information Booklet)
Enhanced
Retirement and Tax Strategies (Product Presentation)
by Gordon B. Lang & Associates Inc.
Note
RE: Critical Illness and Long Term Care Coverage Held within a Health
& Welfare Plan – March 2006 by Gordon
B. Lang & Associates Inc.
To contact Trevor directly:
Trevor R. Parry M.A., LL.B.
Tel: 416-941-9829
Fax: 416-941-9840
www.gblinc.ca
Frank Klees, MPP
Political Update - An Advisor and Politician's Perspective
Mr. Klee’s business experience spans three decades during
which he established a successful track record in marketing, management
and two major financial services companies before establishing his own
financial consulting practice that specialized in insurance and employee
benefits and contract negotiations. Today, Mr. Klees’ represents his constituents
in the district of Oak Ridges as a member of Provincial Parliament. Who better
to provide insight and updates on political issues specifically impacting
the way our Advisors do business? Commission disclosures, compliance, banks
selling insurance and health care costs are on everyone’s mind.
Mr. Klees currently serves as a Director on a number of Boards, both private and public
and is engaged in selected private sector initiatives providing strategic and business
development advice drawing on his extensive experience in the private and public sector.
The electoral district of Oak Ridges includes the geographic areas of Richmond Hill,
Whitchurch Stouffville and Markham (north of 16th Avenue).
He is the Education Critic for the Official Opposition.
David G. Tompkins
The International Insurance Market
International health insurance, expat group insurance,
special risk insurance — David will discuss insuring people in high
risk zones such as Iraq and Afghanistan. This is a major media topic
with the present conflicts in the Middle East. David will provide
in-depth experience backed by his insurance of security people in these hot spots!
"So some really cool stories and pictures too..."
David Tompkins, BA (Honors) with Queen's University,
one of the few international insurance brokers in Canada. Having worked as
an expatriate with UNILEVER in Europe back in the 80's, David has fused his
expertise in insurance with expatriate's need for a global insurance brokerage
company. David has been in the insurance business since January 1991 and
is a Chartered Life Underwriter (CLU) and a member of Advocis.
For additional information on David and his topic, please see:
TGF Global Insurance Solutions Ltd.
Expat Financial
TFG Global Travel Insurance
Travel Insurance Now
Robert Kepes
Morris & Morris LLP
Tax Shelters
How many of us, and our clients, believe they are paying too much tax? The allure of an investment that promises to not only generate a return, but also reduce our tax burden, can be very strong. Some tax shelters seem to rely primarily, or even exclusively, on income tax benefits to generate a return on their investment.
Robert will discuss some of the tax shelter products our clients are currently exposed to. The session will address both the manner in which these investments deliver tax deferrals and/or savings, and risks to be considered in assessing these shelters, including the risk of CRA challenge, restrictions on the benefits derived from such investments, such as the Alternative Minimum Tax, and the technical requirements for claiming tax shelter benefits, including the requirements to disclose such claims in the investor's income tax returns.
Robert graduated from McGill University Law School (B.C.L./LL.B. '84), and was called to the Bar of Ontario in 1986. Prior to joining Morris & Morris, Robert was a tax partner with a national firm of Chartered Accountants. Robert's tax practice focuses on corporate acquisitions and reorganizations, personal and corporate tax planning , planning and implementation of tax-driven transactions, tax dispute resolution, and direct taxes. He also represents clients in their dealings with the CRA and represents taxpayers before the Tax Court of Canada.
Current memberships:
Ontario Bar Association Tax Section Executive,
Tax Committee of the Toronto Board of Trade,
Society of Trust and Estate Practitioners (STEP),
Estate Planning Council of Toronto,
Canadian Tax Foundation,
Canadian Bar Association.
Previous Directorships:
North York Chamber of Commerce and its successor the North York Division of the Toronto Board of Trade;
War Child Canada charity.
Featured Speakers:
 ROSS A. MORTON
Ross Morton has spent 37 years in the life reinsurance world and throughout that time has played a very
visible role in the life insurance industry in Canada and the world. Ross has made the transition from executive of
major international companies to independent advisor very easily. His services, best described as mentor, advisor and
reassurer, are now available globally to companies, governments or individuals wanting assistance with a variety of
specific tasks from the life broker producer to the most senior of executives in insurers. Ross retains strong ties to RGA
in its global risk management.
Ross was recently awarded the LOMA Education Award at the 2005 LOMA conference in Orlando, Florida. He
is only the 22nd winner of the award that “was created more than 20 years ago and recognizes outstanding
contributions to LOMA’s professional education programs. It is the highest honor LOMA can bestow on an individual in
the insurance and financial services industry.”
 MIKE FILEY —
TORONTO THEN AND NOW … A LIVING HISTORY
Mike Filey was born in Toronto in 1941. Educated at North Toronto Collegiate Institute and from 1962-65 at
Ryerson Polytechnical Institute. Following a nine-year stint with the Ontario Water Resources Commission (renamed
the Ontario Ministry of the Environment), Mike decided to pursue employment in the fields of event planning and
public relations with the Canadian National Exhibition (from 1974-79) and at Canada's Wonderland (from 1979-
1982).
Over the past few years he has turned his interests to researching and recording the fascinating history of
his hometown. He has written more than nearly two dozen books on various facets of Toronto's past and for 20 years
has contributed a popular column, titled The Way We Were, to the Toronto Sunday Sun newspaper. He can also be
heard daily (9:30am) on AM740 Radio. As both a public speaker and tour guide on the subject of Toronto history,
Mike is much in demand by local organizations and groups visiting his city. One of his most popular books is The
TTC Story, the First 75 Years. Mike came by his desire to record the history of the Toronto Transit Commission honestly, having first
relied on the Commission's streetcars to get him to and from the Bathurst and St. Clair Branch of the public library from his home at
758 Bathurst Street (top floor flat over the bicycle store) when he was just 8 years old — "and if you get lost, tell the policeman your
phone number is Melrose 2154".
He remembers a horse trough at the Bathurst/Bloor comer, some guy named Mirvish running a store just along the street,
seeing the Wizard of Oz over and over again at the late, lamented Alhambra Theatre (and being forcibly removed from the theatre by
his father) and, especially, the nearby Downyflake donut shop where he learned his first piece of poetry: “As you go through life
brother, whatever be your goal, Keep your eye upon the donut and not upon the hole."
 TIM CESTNICK
Tim enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax and
personal finance. Widely recognized for his in-depth knowledge, dynamic speaking style, common senses approach and
extensive national media exposure, Tim successfully combines business experience, professional credentials and a
unique sense of humour to entertain and inform his many audiences.
He consults and speaks in all areas of personal taxation. He has completed the CICA’s In-Depth Tax Course,
the Canadian Securities Course, and is a member of the Canadian Tax Foundation. Tim shares his knowledge as a
member of the teaching faculty of the Institute of Chartered Accountants of Ontario. In addition to his CA and CPA
designations, he is a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).
Tim’s national speaking profile is confirmed by his position as a tax columnist for the Globe & Mail. As a
prolific author, Tim wrote the Canadian best-sellers Winning The Tax Game, The Tax Freedom Zone, and Winning The
Estate Planning Game. He has also authored Winning The Education Savings Game, co-authored Death and Taxes and Your Family’s
Money, and is former editor of Tax Tips for Canadians for Dummies.
In addition to print media, Tim is a regular contributor and on-air personality on Canadian television programs, including:
Canada AM, ROB TV, CBC Newsworld, and others. On radio, Tim is a regular guest on Canada’s best-known money shows. Tim travels
extensively throughout Canada conducting seminars and speaking at conferences, and continues to be one of Canada’s most
recognized and entertaining authorities in the field of tax and personal finance.
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