2021: A YEAR IN REVIEW
The Jewish Foundation’s Professional Advisory Committee is excited to announce its upcoming Webinar, 2021: A Year in Review. There have been many important changes and updates in the insurance, tax, estates and investing industries this year, and participants will have the opportunity to hear from top experts who will highlight these changes and their impact on both clients and professional advisors.
Don’t miss your chance to register for this free PAC Webinar!
Thursday, December 2, 2021
8:00 AM – 9:00 AM EST
For more information, please contact Jodie Burko at jburko@ujafed.org
SPEAKER BIOS
Emily Ben-Haim, Vice-President, Client Wealth Management, Gluskin Sheff
Emily Ben-Haim is a Vice-President on Gluskin Sheff’s Client Wealth Management team and a registered Portfolio Manager focusing on client relationship management, portfolio & risk management and business development for private clients. Prior to joining Gluskin Sheff in 2016, Ms. Ben-Haim was a member of J.P. Morgan’s Wealth Management team in New York and thereafter part of their Investment Bank covering Institutional Sales in London, England.
Brian Cohen, Partner, Private Client Services Group, Gowling WLG
Brian Cohen is a partner and lawyer in Gowling WLG's global Private Client Services Group. He assists clients in the areas of estate planning, trusts and personal taxation, with a focus on advising high net worth individuals on succession planning alternatives. Brian is a past recipient of the Ontario Bar Association's Hoffstein Book Prize in Trusts and Estates. He is listed as a leading lawyer in Chambers HNW, Best Lawyers in Canada, Acritas Stars and the Canadian Legal Lexpert Directory.
Diane Everett, Vice President, Planning Services, PPI Advisory
Diane Everett, Vice President, Planning Services, PPI Advisory, provides legal and tax support to PPI Associates, their clients and professional advisors in complex tax, insurance, estate and business succession matters. Her role includes developing educational seminars, presentations and written material for use by Associates, and working with life insurance industry associations. Diane, a member of the British Columbia and Ontario Bars, has also been designated as a Certified Specialist (Taxation Law) by the Law Society of Ontario.
Matthew Getzler, Partner, Tax and Wills and Estates, Minden Gross LLP
Matthew Getzler is a Partner in Minden Gross LLP’s Tax and Wills and Estates Groups. He has particular expertise in succession and estate planning for family businesses and their related corporate groups, corporate reorganizations, cross-border transactions, and tax planning for larger multi-national corporations. He has been named a 2019 Lexpert Rising Star: Leading Lawyer Under 40.
Emily Hubling, Associate, Fasken Martineau DuMoulin LLP
Emily Hubling is an Associate with Fasken Martineau DuMoulin LLP. Emily assists clients in fulfilling their unique estate-planning and wealth management objectives using Wills, Powers of Attorney, Trusts, and Domestic Contracts. Emily also has experience advising estate trustees in administering a range of complex estate matters. She is a member of the Society of Estates and Trusts Practitioners, has served on the OBA’s Trusts and Estates Section Executive and has chaired several OBA continuing professional development programs.