What You Need To Know Now To Harvest Your Life’s Work at Optimal Value
Wed. May 28th from 5:00-7:30 pm
Royal Canadian Military Institute (MEDALS ROOM)
426 University Avenue, Toronto, ON, M5G 1S9
About this Business Owner Event
Learn what needs to be done now to ensure you can achieve maximum value in your business.
Bridging the Profit, Quality & Wealth Gaps
Turning Corporate Funds into Personal Wealth
Understand Buyer Motives & Process Requirements
Why Attend?
Avoid common pitfalls and mistakes. Learn what needs to be done now to ensure you can harvest your life’s work at peak value.
This event is a unique opportunity to gain insights from industry experts and network with fellow business owners.
Limited seating is available, so please register as soon as possible to secure your spot.
This business owner event is led by experts with a background in Exit Planning, Business Valuation, Legacy Planning, and Wealth Management. The expert panel includes influential members from Rizolve Partners, Parkview Capital Partners, Return on Life, and WEALTHinsurance.com.
Event Speakers
Stephen Cummings, CPA, CA, FCA, BSc (Econ), CEPA®
CEO, Managing General Partner, Rizolve Partners
A leading advisor and financial expert who works with private Business Owners to identify and drive value. Rizolve specializes in developing transformational strategies that position businesses for exit on optimal terms. Prior to founding Rizolve Partners, Stephen was a partner or executive with leading PE & VC firms; Harlequin Enterprises; and Deloitte, London, UK. Stephen received his CERTIFIED EXIT PLANNING ADVISOR® (CEPA) designation in 2021.
Mark Halpern, CFP, TEP, MFA-P
CEO, WEALTHinsurance.com®
With over 30 years of experience in tax-advantaged insurance solutions, Mark specializes in protecting families, creating charitable legacies, and preserving estates. Mark collaborates with accountants, lawyers, and investment professionals for comprehensive estate planning. He is building a national community of financial professionals and charities to generate $1 billion in philanthropy annually. Mark is actively involved in various philanthropic organizations, contributes to the development of the Master Financial Advisor-Philanthropy (MFA-P) designation, and enjoys teaching leadership and ethics.
Robert Bramer, B. Comm, CPA, CBV, CFA
Managing Director, Chief Investment Officer, Parkview Capital
With over 20 years of financial expertise, Rob oversees investment activities across all asset classes at Parkview Capital Partners. Within the portfolio of private investments, he provides operational and financial oversight and works directly with operating management on financial reporting, budgeting, strategic planning and acquisition strategies. Previously, he worked at a mid-market private equity firm and within Ernst & Young LLP’s Transaction Advisory Services practice. He holds an Honours Bachelor of Commerce degree from Queen’s University and is a CPA, CBV, and CFA.
Event Schedule
Wed. May 28th from 5:00-7:30 pm
Royal Canadian Military Institute (MEDALS ROOM)
426 University Avenue, Toronto, ON, M5G 1S9
Welcome
5:00 PM
Presentation
5:15-6:30 PM
Q&A Discussion
6:30-7:00 PM
Refreshments & Networking
7:00-7:30 PM
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