Join us for an engaging luncheon where we’ll explore key strategies for business owners planning their exit and legacy. Get insights from Richard Chang, Director, Tax & Estate Planning, Canada Life, while networking with fellow professionals over a delicious meal. What to Expect:
✔ Tax Updates – How new changes impact succession planning
✔ Transition Challenges – Common obstacles and solutions
✔ Cost of Inaction – Financial and operational risks of poor planning
✔ Transition Options – External sales vs. passing to family
✔ Philanthropy Integration – Including charitable giving in succession plans Gain valuable insights to guide your clients through their business transition journey. | 
