Fraser Valley Estate Planning Council

Upcoming Events

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  19 Nov 24

  Estate Administration Tax Issues 101

  

  We’re excited to welcome you to our November dinner event featuring our own Bernice Kristoff-Trowell, Avisar and Kiran Dhesa, RBS Law.

  More details to follow!

  EVENT SPONSORSHIP AVAILABLE! Email moc.c1727955605pevf@1727955605rotan1727955605idroo1727955605c1727955605 for more information.

  TO RSVP: Register via EventBrite 

  Speakers: Kiran Dhesa, RBS Law and Bernice Kristoff-Trowell, Avisar.

  Time: 5:30-8:00 PM

  Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

  

  21 Jan 25

  Business Transitions to the Next Generation

  We’re excited to welcome you to our January dinner event featuring Julia Chung, Steve Carreiro and Dawn Schooler.

  To RSVP, please register via Eventbrite

  

  Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

  Date and Time: Tuesday, January 21, 2025 – 5:30-8:00pm

  Speaker Bios

  Julia Chung, CEO and co-founder of Spring Planning, an advice-only financial planning firm, specializes in personal finance, multi-generational wealth, legacy, and succession planning. As co-author, she contributed to the ebooks “Women & Money,” “The Art of Delegation,” and “The Entrepreneur’s Survival Guide.” Julia is a Board Director at Family Enterprise Canada, Chair of the FEA Council, and co-founder and Board Chair of the Financial Planning Association of Canada.

  Dawn Schooler, MA, DBA, FEA, RCC
  With more than 30 years of experience as a coach, counsellor, facilitator, and teacher, Dawn is also a business owner who became focused on the unique challenges of Family Enterprise about a decade ago. Dawn’s background in Business, Counselling, and Psychology allows her to quickly understand the dynamics within systems and facilitate meaningful discussion and solutions for individual members of business and ownership groups, as well as the whole family. Her willingness to engage in difficult conversations creates a safe atmosphere in which to confront issues often arising in families who are in business together. With a natural inclination to engage in ways not commonly seen in traditional counselling settings, Dawn is continually humbled by every invitation into the inner workings of families who desire deeper reflection and connection in their work and their lives. She has recently completed research for her doctoral dissertation on “The role of gender across leadership, transition, and succession processes of Family-Owned Business in Canada” at Royal Roads University in Victoria, BC.

  Steve Carreiro, CPA is a Partner and leader of the KPMG Enterprise Tax practice in the GVA. He has more than 27 years of experience with the firm. He works exclusively with private businesses providing them with one-on-one personalized service addressing the financial, tax, business and compliance issues those private companies face.

  Steve advises many large private corporations and their shareholders on a broad range of taxation and business matters including corporate reorganizations, business and financing structures, disposition and acquisition transactions, estate and succession planning and employee/shareholder compensation.

  Steve is also the leader of the KPMG Family Office in the GVA and works closely with private businesses and their families to become their trusted advisor, and bring the depth and breadth of KPMG’s resources to them in order to address their concerns, risks and opportunities with the commitment of adding value every step of the way.

  Steve has successfully completed the STEP Advanced Certificate in Advising the Family Business. This qualification is subject to the rigorous quality assurance procedures of Alliance Manchester Business School (Alliance MBS), a school of the University of Manchester.

  Presentation Synopsis

  As demographics shift in Canada, businesses are starting to change hands. Next generation family members need to be prepared for their new roles, and senior generation family members need to be prepared for the next stage in their lives. What might otherwise be a purely technical transaction becomes much more complex in a family. In this presentation, you’ll find out how family dynamics impact the approach advisors can take in supporting families through these transitions, and the steps you can take to help ensure both family and financial success.

  EVENT SPONSORSHIP AVAILABLE! Email moc.c1727955605pevf@1727955605rotan1727955605idroo1727955605c1727955605 to reserve this exclusive sponsorship.

  

  11 Mar 25

  How Does Life Insurance Fit Within Corporate Planning?

  We’re excited to welcome you to our March dinner event featuring Brad Hyde. More details to follow!

  To RSVP, please register via Eventbrite

  

  Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

  Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

  Speaker: Brad Hyde BBA, CLU, CHS, EPC

  Director, Tax and Estate Planning, Western Canada
  IDC Worldsource Insurance Network Inc.

  Presentation: Understanding where Life Insurance fits in Corporate Planning

  Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

  EVENT SPONSORSHIP AVAILABLE! Email moc.c1727955605pevf@1727955605rotan1727955605idroo1727955605c1727955605 for more information.