Whether you want to pay less tax, plan the transfer of your wealth or protect your child’s assets or interests, creating a family trust is worth considering. CCPAA-ON is hosting a CPD accredited webinar to introduce to you the concept of family trust and how it may play a role in your wealth planning. This webinar provides 1.5 CPD hours.

Trusts are relationships between the trustees and the trust’s beneficiaries set out in a trust agreement or deed. These relationships are designed to hold and protect assets, held legally by the trustee for the benefit of the beneficiaries. (www.bccpa.ca)

What are the benefits of a family trust?

• Reduce the tax payable on death
• Plan the transfer of wealth
• Protect assets
• Multiply deductions for capital gains
• Protect a child

This seminar will be facilitated by two industry professionals from Cidel Asset Management and Grant Thornton to provide an overview of the mechanism of family trust:

• The basic concept of trust
• Role of a family trust in wealth planning, particularly around the topics of tax optimization, asset protection, and estate planning

Featured Speakers

Vianne Xu, CFA, MBA, Wealth Consultant, Cidel

Vianne Xu is a Wealth Consultant at Cidel. Prior to joining Cidel, she was an Assistant Vice President in the Institutional Investments Group at Invesco Canada. Before joining Invesco, Vianne was a Client Relationship Officer at Letko Brosseau & Associates, a Montreal-based asset management firm. Prior thereto, Vianne worked at the Private Client Division at BMO Nesbitt Burns.

Vianne holds a Master of Science degree in Business Administration from the University of British Columbia. Vianne is a Chartered Financial Analyst (CFA) charter holder, a member of the CFA Institute and the Toronto CFA Society.

Erin Podio, CPA, Partner, Grant Thornton LLP

As a Partner in Grant Thornton’s Canadian Domestic Tax practice and the firm’s Southern Ontario Succession and Estate Planning Leader, Erin is responsible for leading and executing estate planning and tax advisory engagements for Canadian business owners and high net worth individuals.

Erin’s experience includes providing innovative and effective tax strategies to individuals and corporations to minimize taxation, as well as providing estate and succession planning advice to business owners.  Her practice experience includes Canadian income tax services with respect to estate planning, post-mortem planning, corporate reorganizations, purchase/sale transactions, remuneration planning, personal and corporate tax compliance, tax advisory regarding the use of family trusts and tax compliance for deemed resident trusts.

Session Information

Date: Wednesday, January 20, 2021

Time: 7:00 pm – 8:30 pm EST (registration starts at 6:45 pm)

Session Format: Online Webinar

Language：English

Cost: Member: Free; Non-member: $15

CPD Credit: 1 Hour

Enrolment Limit：80 People

Once registered, you will receive an email confirmation with webinar details.

Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.

Please use the same name when registering on ccpaa.ca and joining the webinar.

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