Real Estate Essentials: What Your Clients Need to know

Date

Wednesday, May 22, 2024 | 7:30 – 10:00 AM

Where

Adath Israel Congregation
37 Southbourne Ave.
North York, ON

Cost

$75 per person

Lead Sponsor:

PearTree logo

Breakfast Sponsor:

Richter logo

Please join us at the Jewish Foundation’s upcoming Professional Advisory Committee breakfast and seminar to hear from expert speakers on a variety of topics related to real estate in Canada and the United States.

 

Wednesday, May 22, 2024

Networking and breakfast: 7:30 AM

Program: 8:00 – 10:00 AM

 

Adath Israel Congregation

37 Southbourne Ave.

North York, ON

 

Cost: $75 per person

Kashrut observed

 

All attendees will be required to present identification upon entering the venue.

 

Continuing education credits may be available.

 

 

For more information, please contact Lena Manashirov at lmanashirov@ujafed.org

Saul Plener, Chair

Professional Advisory Committee

 

PAC Seminar Subcommittee

Jamie Golombek, Chair
Mark Biderman
Rachel Blumenfeld
Brian Cohen
Jessica Feldman Chittley
Matthew Getzler
Brian Ginsler
Michael Goldberg
Jon Greenwald
Elise Hochberg
Eric Hoffstein
Jonah Mayles
Jordan Novack
Gavin Reiff
Tamar Silverbrook
Brittany Sud
David Weinberg
Lorne Wolfson

SPEAKERS




Nurit Altman

Managing Director, RBC Capital Markets Real Estate Group

Nurit Altman has over 20 years of experience selling commercial real estate across Canada. Nurit advises clients on the acquisition and disposition of investment properties, with a focus on the multi-family, retail, office, and mixed-use sectors. Over the course of her career, Nurit has completed some of Canada’s most significant advisory assignments totaling more than $10 billion of commercial real estate transactions. Nurit is an active industry participant and is a regular speaker at industry forums.


Jessica Feldman Chittley

Partner, Bales Beall LLP

Jessica Feldman Chittley is a partner at Bales Beall LLP, a boutique firm specializing in the intersection of family and estate law. Jessica's practice is devoted to assisting clients with their estate planning and assisting executors/beneficiaries after a death, but often in the context of family law issues. Jessica is a frequent speaker at continuing legal education seminars, a former adjunct professor at the University of Toronto's Faculty of Law, and an active member of STEP Canada.


Jonah Mayles

Partner, Tax and Estate Planning, Sterling Park Financial Group

Jonah Mayles (LLB, TEP) brings over 15 years of experience in tax and estate planning for high net-worth individuals, families, and private corporations. Before joining Sterling Park, he was a tax lawyer at Fraser Milner Casgrain LLP and Torkin Manes LLP, where his practice focused on business succession planning, estate planning, advising on and drafting family trusts, and structuring/implementing tax-efficient sales and purchases of businesses.


Dr. Jack Mintz, C.M.

President’s Fellow, School of Public Policy, University of Calgary

Dr. Jack Mintz took on his current role at the University of Calgary after serving as the palmer chair and founding director from 2008 to 2015. He is a board member of Mackenzie Health and the Aristotle Foundation for Public Policy. He is a member of the editorial board of International Tax and Public Finance and is weekly contributor to the Financial Post of Canada. Jack received the Queen Elizabeth Diamond Jubilee Medal in 2012; the Queen Elizabeth Platinum Medal in 2023; and became a member of the Order of Canada in 2015.


Kevyn Nightingale

Partner, International Tax, MNP

Kevyn practices at the intersection of Canadian and U.S. tax, where there are both individuals and entities involved. Cross-border estate planning is a large part of his work. Throughout his almost four-decade career, Kevyn has spoken and written on a wide range of topics. He has presented and taught for many educational institutions and professional organizations, including the Canadian Tax Foundation, CPA Canada, York University, and the Florida Bar Association. He is a perennial contributor to Wolters Kluwer and appears on television and radio.


Debbie Pearl-Weinberg

Executive Director, Tax & Estate Planning, CIBC Private Wealth

Debbie Pearl-Weinberg previously worked as the general tax counsel to CIBC. Debbie is an adjunct professor at the University of Toronto law school. Debbie is currently vice-chair of the Investment Fund Institute of Canada’s Taxation Working Group. She writes and consults on a variety of personal and small business tax issues. Debbie is a speaker both internally to CIBC advisors and at industry conferences, symposiums, and client events. She has been a guest on CBC Radio’s Ontario Today and has been quoted as a tax expert in Investment Executive, Globe Advisor, and Advisor.ca.