Laying the Foundation to Achieve Maximum Business Value

An exclusive event put on

for Northern Ontario business owners

Did you miss this powerful event!

Tuesday February 28, 2023
7:00am – 9:00am

Northern Water Sports Centre
206 Ramsey Lake Rd., Greater Sudbury, ON

Watch the Videos from this Event

Laying the Foundation to Achieve Maximum Business Value

Bridging the Profit Quality and Wealth Gaps

Tax-Efficient-Strategies, Kilgour Group

Wrap Up

About this event

Learn what needs to be done now to ensure you can achieve maximum value
in your business. Avoid common pitfalls & mistakes.


You will learn about…

Bridging the Profit, Quality & Wealth Gaps

Creating an Intergenerational Legacy

Value Gap Support & Liquidity Options

Converting Value into Maximum After-Tax Cash

Event Speakers

Rizolve Partners - Stephen Cummings

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.

Jacob Johnston B. Comm, MBA, CEPA®

Consultant, IG Wealth Management, Kilgour Group

Jacob is a competitive, and responsive individual with a distinct focus on relationship management. He attended Cornell University and Dalhousie University to obtain a Bachelor of Commerce degree with a major in Finance. After graduation, Jacob pursued professional hockey for five years in North America and Europe, and later obtained an MBA from Edinburgh Business School. During that time, he gained a variety of experience in the finance industry, including roles in Small Business, Capital Markets and Merchant Banking before joining IG Wealth Management.

I was born and raised in Sudbury, Ontario and am deeply connected to the local community. My wife Ashli and I have two young children, Vivian and Anniston.

Richard Picard, HB Comm

Senior Manager Commercial Sales, TD Commercial Banking

Richard is an accomplished senior leader with experience in banking and private industry. Prior to joining TD, Richard was a Shareholder, President & CEO of an aviation company. He brings an entrepreneurial approach to banking and is renowned for structuring customized financing solutions to help his clients achieve their business and personal goals. Richard is an active volunteer and current Board Member of Greater Sudbury Development Corporation and Sudbury Airport Community Development Corporation. He earned his H.B. Comm from Laurentian University/Université Laurentienne.

Sunbelt - Business Brokers, Mergers and Aquisitions

Steve Renelli, M&AMI, CBI, CMEA

M&A Advisor, Sunbelt Business Brokers / Mergers & Acquisitions

Steve is a licensed Business Broker and Merger & Acquisition Advisor based in Sudbury, Ontario, who specializes in working with Northern Ontario-based business owners to ensure maximum value is achieved upon exiting their business through a methodical and professional business-sales process. Steve is a Merger & Acquisition Master Intermediary, a Certified Business Intermediary, and Certified Machinery & Equipment Appraiser. Steve earned his Bachelor of Commerce, Finance (Honours) from the Sprott School of Business at Carleton University. He is currently a Director of a number of Northern Ontario-based businesses and is also a Board Member of the International Business Brokers Association, Canada.

To improve is to change; to be perfect is to change often”

Winston Churchill


Sunbelt - Business Brokers, Mergers and Aquisitions

Views of guest speakers may not be shared by IG Private Wealth Management. Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.