Expand your emotional capacity through Dr. Shahana’s “Feel Better” approach so you can show up – as a professional, parent and partner – the way you have always wanted to.  She has worked with a multitude of organizations, including the University of British Columbia, Scotiabank and Remax to help the audience gain more clarity into their mental health.

Dr. Shahana Alibhai is a professional speaker, family physician and mental health expert.

As a lead physician at one of British Columbia’s largest youth health centres, much of Dr. Shahana’s career is focused on those struggling with their mental health. Her insights are highly sought after and she’s been featured in multiple major media, including CTV and Global. She is best known for her “Emotional Literacy for Better Mental Health” TEDx talk.

Dr. Shahana is a master at blending her personal story of postpartum anxiety and the resulting shame, denial and mental health challenges with her professional background in cognitive behavioural therapy and mindfulness meditation.

Link to Book - Feel Better

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

This is your introductory guide to navigating cross-border and international insurance. Focusing on key strategies, tax considerations, and opportunities to serve clients across jurisdictions.

This session will provide insights for financial professionals navigating the complexities of cross-border insurance while identifying new opportunities in the United States and the global market. 

1)        Introduction

a.        Overview of cross-border insurance complexities 

b.        Key client concerns and scenarios (HNW families with estate tax concerns; Exposure to various jurisdictions)                                                                           

2)        Insurance Structures and Strategies 

a.        Permanent Life Insurance in Canada: Features and Applications

b.        Whole Life and the Immediate Financing Arrangement (premium financing) 

c.        Key differences between Canadian and U.S. policies: Tax treatment, ownership, and compliance

d.        Risks and pitfalls for U.S. persons using Canadian insurance strategies 

e.        Decision-making framework: Choosing between Canadian and U.S. policies for dual citizens and cross-border clients

3)        Global Opportunities Beyond Canada and the U.S. 

a.        Expanding services to international clients 

b.        Exploring offshore insurance opportunities in Bermuda 

c.        Key considerations: Residency requirements and ownership structures 

Presenters:

Matthew Hutchison, LL.B. - Hutchison Financial

Matthew combines his legal and financial planning and wealth management expertise for High-Net-Worth and Ultra-High-Net Worth individuals and families. He specializes in tackling complex challenges by developing and implementing innovative insurance, investment, and estate planning strategies to maximize client's wealth, protect assets, and reduce taxes.

Lorne Saltman - Partner at Gardiner Roberts 

Lorne Saltman is the Head of the Tax Group. He has extensive experience in diverse areas of tax practice, including in-depth experience on both the international and domestic levels involving wealth preservation for high-net worth clients, cross-border acquisitions and financings, corporate reorganizations, real estate ventures, and the establishment of off shore trusts and private foundations;

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Effective succession planning ensures a smooth transition of leadership and wealth while minimizing tax burdens to protect family wealth and ownership on the transfer of the business to the next generation. This presentation will cover income tax planning strategies including Intergenerational Business Transfers (from Bill C-208 to current relief in section 84.1) through case studies to highlight strategies and potential issues or challenges we have seen in our practice. 

Sheryne Mecklai, CPA, CA, TEP - Sheryne is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, cross border assignments and Canadian corporate, trust and personal tax compliance.

Sheryne was involved in the CPA In-Depth Tax Course for more than ten years as a tutor and as a lecturer. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external income tax update sessions including the 2024 British Columbia Tax Conference hosted by the Canadian Tax Foundation focusing on private businesses and the issues and changes they face daily.

Logan Song, CPA- Logan is a Senior Tax Manager in Manning Elliott’s Abbotsford Office. Logan works with private owner-managed businesses on variety of tax planning matters, including estate and succession planning, corporate reorganizations and Canadian tax compliance. He has extensive experience working with clients in the agriculture industry.

After obtaining his Bachelor of Commerce from McGill University, Logan began his accounting career with Manning Elliott in 2015, and attained his CPA designated from the CPABC in 2018.

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

The Law Society has amended their by-laws and succession planning is becoming mandatory.