april, 2021

22apr12:00 pm1:00 pmVirtual EventSession # 1: Tax & Estate Planning

Event Details

Tis’ the financial season! We are here to help you unveil fundamentals when it comes to finance. Tax & Estate planning are important and crucial to all, whether you own a small business or a sole proprietorship.

Time & Location

Apr. 22, 12:00 p.m. EDTFinance Fundamentals Series

About the Event

Tis’ the financial season! We are here to help you unveil fundamentals when it comes to finance. Tax & Estate planning are important and crucial to all, whether you own a small business or a sole proprietorship.

Join us, April 22nd at 12 pm EST, for part 1 (of 3) of a virtual series powered by CIBC and discover a better way to plan for your future. Debbie Pearl-Weinburg, Executive Director, Tax & Estate Planning with CIBC Private Wealth Management, will guide you through why estate planning is so important and how it can benefit you in the long run.

In this fireside chat, find yourself at ease while having important information about estate planning become more clear, and simple. This is your opportunity to ask the experts!

This 3-part virtual series will allow small to medium sized businesses and entrepreneurs to learn about various topics related to banking and finance, gain a better understanding of specific topics like, taxes, estate planning, investing, financial planning, and more.

Stay tuned for parts 2 & 3 in the fall!

About Debbie (guest) & Andrew (moderator):

Debbie Pearl-Weinberg

Executive Director, Tax & Estate Planning, CIBC Private Wealth Management

Debbie is a tax and estate planning lawyer.  She is Executive Director, Tax & Estate Planning with CIBC Private Wealth Management. She writes and consults on a variety of personal and small business tax issues on behalf of CIBC’s clients.  She was previously General Tax Counsel to CIBC, where she worked extensively on CIBC’s wealth management offerings.

Debbie is currently Chair of the Investment Fund Institute of Canada’s Taxation Working Group and works with the Investment Industry Association of Canada on tax matters concerning the investment industry.

Andrew Phillips

Director, Business Banking, CIBC

Andrew is an experienced financial services professional with expertise in Business Banking. He leads a team of business banking specialists within the Ottawa market who specialize inhelping business owners and professionals manage day-to-day banking, enhance cash flow management and support them with the right borrowing solutions to run, develop and grow their business.

Time

(Thursday) 12:00 pm - 1:00 pm

Virtual Event Details

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