Educational Seminars

 

The Jewish Foundation holds educational seminars with relevant tax, legal and estate planning topics to an audience of professional advisors, offering Continuing Educational Credits and a forum for networking.

Past Seminars

Join the Jewish Foundation on Thursday, November 14th for the Professional Advisory Committee’s biannual Professional Advisors Seminar. Enjoy breakfast while hearing from CIBC’s Deputy Chief Economist, Benjamin Tal, who will begin the program with an Economic Update. Following Mr. Tal, our expert panel of speakers will explore topical issues related to estate planning, trusts and income tax as well as life insurance planning. Mingle with other professional advisors and the panelists as we dive into sophisticated and current discussions, beyond the basics.

Seminar Presenters:

  • Benjamin Tal, Deputy Chief Economist, CIBC - Economic Update
  • Felice Kirsh, Partner, Schnurr Kirsh Oelbaum Tator LLP - Estate Litigation: What happens when the planning does not work? Common estate litigation scenarios
  • Silvia Jacinto, Partner, Crowe Soberman LLP - Are trusts still a valid tax planning vehicle?
  • Hemal Balsara, AVP Regional Tax, Retirement and Estate Planning Services, Manulife Financial - Life insurance planning: Immediate Financing Arrangements and Charitable Giving Tidbits

 

 

Donor Advised Fund

Seminar Presenters

  • Retirement Income for Life
    Keynote Speaker
    Frederick Vettese, Author and former Chief Actuary, Morneau Shepell Read Bio

 

  • CRA Audit Issues: Their Priorities and Your Defensive Measures
    David Chodikoff, Partner, Miller Thomson LLP – Read Bio

 

  • Back to Basics: The IPP and RCA
    Fraser Lang, Senior Vice President Sales & Business Development, GBL  Read Bio

 

  • Compensation Strategies for Owner-Managers
    Howard Wasserman, Principal, Taxation, Segal LLPRead Bio

   

 

ALIZA DEVENYI, RESTAURANT OWNER, LAWAIA POKE BAR

Aliza Devenyi is a restauranteur and food consultant from Toronto Canada.  Having studied and worked in Canada, the UK, and the US; Aliza has had a unique opportunity to refine her diverse set of skills in business optimization and logistics.   Currently splitting her time between consulting new concepts in LA and Anchorage while working full time overseeing her poké restaurant (Lawaia Poké, which she co-founded in 2017 with Zoe Wisenberg), Aliza’s main focus is to bring efficiencies and authenticity to her various food ventures. 
 

Cole Diamond, CEO, Coinsquare

A Toronto native, Coinsquare CEO Cole Diamond wants to build Coinsquare into a 21st century financial institution that disrupts how the financial services industry operates. He is a serial entrepreneur with a proven track record of taking companies from nothing to millions of dollars in monthly revenue, and brings that knowledge to further Coinsquare's exponential growth. Diamond wants to build a transparent and entrepreneurial culture within Coinsquare in order to build the best technology company in Canada.

FRANK PANTAZOPOULOS, VICE PRESIDENT & INVESTMENT COUNSELLOR, RBC PHILLIPS, HAGER & NORTH INVESTMENT COUNSEL INC

As an Investment Counsellor with RBC PH&N Investment Counsel, Frank provides comprehensive discretionary investment management to high-net-worth individuals, families and business owners, with a specialized focus on technology startup founders due to his keen understanding of their specific needs.Since joining RBC in 2000, Frank has held various senior management positions within RBC's wealth management businesses in Canada, the United States and internationally. Frank holds the Chartered Financial Analyst (CFA) designation and is a member of both the Toronto Society of Financial Analysts. 
 

Michael Sherman, Behavioural Economics, RBC Royal Bank

Michael Sherman, LL.B., MBA, BA is RBC’s Head of Behavioural Economics, Client Experience Design and Insights. He is a graduate of the University of Toronto Faculty of Law, with an MBA from the Ivey School of Business. He is a regular speaker at the Law Society of Upper Canada and the Canadian Bar Association Continuing Professional Development programs. He has had appeared on several television programs and has published articles about Behavioural Economics in The Globe and Mail. He is also a member of the Yale University Behavioural Economics Think Tank, and is the Chairman of the Schwartz / Reisman Centre and the Prosserman Jewish Community Centre.
 

  

Seminar Presenters

  • How Artificial Intelligence is Impacting Financial Services
    Talia Dabby, Director, Consulting & Deals, PwC – Read Bio

 

  • How Blockchain is Transforming our World
    Michelle Beyo, Chief Client Officer, Shyft NetworkRead Bio

 

  • CCPC Tax Planning for TOSI & Passive Income
    Jesse Brodlieb, Principal, Brodlieb LegalRead Bio
    Debbie Pearl-Weinberg, Executive Director, Tax & Estate Planning,
    CIBC Financial Planning and AdviceRead Bio

The Jewish Foundation is grateful to Israel Bonds Canada as the 2017 Lead Professional Advisors Sponsor and to Cidel Financial Group as Seminar Sponsor.

Interested?

 

If you are interested in receiving an invitation to future PAC seminars, please leave your email in this form or contact jewishfoundation@ujafed.org

 

Continuing education credits available for Advocis, CFP, Chartered Professional Accountants of Ontario, IIROC and the Law Society of Upper Canada.

Contact Us


For more information on how you can reach your philanthropic goals through the Jewish Foundation, contact jewishfoundation@ujafed.org or call 416.631.5703.