Toronto M&A Club - Lunch Meeting

Join us at our upcoming Toronto M&A Club meeting

Date & time: February 6th 2025 - 11:30 a.m. to 1:30 p.m.

Location: Loopstra Nixon LLP (Downtown Offices), 130 Adelaide Street W. Suite 2800, Toronto, Ontario M5H 3P5

Time: 11:30 to 1:30 p.m. (EST)
Topic: Tax strategies using life insurance
Description: Use of corporate owned life insurance to increase monies available from the corporation for shareholder and their heirs and to lower the applicable tax rate for corporate assets, but without the corporation having to pay more money or take greater financial risks.
Speakers:

• Kelly Ehler - Kelly Ehler is an experienced executive, advisor, and board member with a track record of transforming and elevating companies by improving their processes and business practices so they can reach new levels of success and profitability. From process planning to risk management to compliance to M&A, Kelly and his team give public and private companies of all sizes the tools they need to achieve their goals. Kelly’s Photo is available on his website: https://www.kellyehler.ca/
  
• Stuart Dollar - M.A., LL.B, CFP®, CLU®, ChFC®, TEP
  Stuart Dollar is a lawyer, and is a Director for Retail Insurance Tax Solutions with Sun Life
  Financial in Waterloo, Ontario.
  He began his financial services career with London Life (now part of Canada Life) in
  1994, working as a retirement planner, product manager, and advisor. In 2002 he
  accepted an opportunity to work with GE Financial Assurance (later Genworth Financial)
  in the United States as an advanced marketing attorney.
  Stuart returned to Canada in 2009 to join Sun Life Financial. He helps with tax issues
  related to life and health insurance, annuities and investment funds, and with different
  strategies that use those products. He is also experienced in the U.S. tax treatment of
  life and health insurance, annuities and mutual funds, and with U.S. income and estate
  tax laws as those laws relate to life and health insurance, and wealth products.
  

Host or Publisher M&A Club Toronto