Science Of Deal Making And Wealth Creation

UCPBA is excited to inform you about the upcoming Event scheduled for March 7, 2024, with Kim Moody (https://kimgcmoody.com/) and Dave Turnball (here is the link to read more about PCA: https://www.igprivatewealth.com/en/what-we-do/pca) and Jeff Colbourne (https://www.colbournegroup.com/).

 All are welcome; this session will be precious for managers/executives, business owners, entrepreneurs, and professionals. Please bring your friends and family members who might be interested in this session and ask them to share this information with their accountants/lawyers too.

Save the date and location.

Date: March 7, 2024

Time: Doors will be open at 6 PM

Location: Calgary Winter Club (Skyline West Room)

Admission cost (buffet will be included in the price):

Before January 31: for UCPBA members – $50, for non-members – $60.

After January 31: for UCPBA members – $65, for non-members – $75.

Proceeds from this event will go to a Ukrainian not-for-profit organization in Calgary (UCPBA) that supports Ukrainian evacuees settling in Alberta.

Registration deadline – March 4, 2024.

Link for registration: https://www.eventbrite.com/e/science-of-deal-making-and-wealth-creation-tickets-790705931727?aff=oddtdtcreator

Three remarkable speakers will join us to share their insights on investments, business growth, taxes, and other relevant topics during the event.

Main topics of the Event: 

  • The succession of your business. How do you do it in a tax-efficient manner?
  • Navigating business growth and success: expansion and funding sources, acquisitions and mergers, maximizing funds from sales, and more.
  • Tax minimization and wise investment planning with proceeds from the sale.

Information about Speakers:

Kim G C Moody FCA, TEP, is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director of Canadian Tax Advisory with Moody’s Private Client Law LLP / Moody’s Private Client LLP and Moody’s Tax (a division of Moody’s Private Client Law LLP).

Kim also recently branched out through his professional corporation to put more energy into some of his “passion projects” involving public speaking, coaching, leadership studies, taxation policy and economics / public policy.

His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes, and other high-net-worth individuals. Kim obtained his Bachelor of Management degree from The University of Lethbridge in 1992 and his CA designation from The Institute of Chartered Accountants of Alberta in 1994.

Jeff Colbourne, B.A., CFP®, RRC®

Executive Financial Consultant, IG Wealth Management

As the primary Consultant at the practice, Jeff is personally invested in the financial success of each client. He is an excellent conversationalist and engages in genuine connections with clients, enabling him to personalize planning goals. Coming from humble beginnings in a small town in Newfoundland, Jeff has had many ventures before finding his passion in personal financial planning. Jeff understands the value of a hard-earned dollar, which is why you can trust him to protect and grow your portfolio. As a former journalist and published author, Jeff will get to know your story and personalize your plan and build your potential.

David Turnbull, MBA, CFA®

Head of Private Company Advisory

David is Senior Vice President, Head of IG Private Company Advisory, leading the team that provides mid-market business clients with strategic advice and services related to business financing, growth and succession. He brings over 27 years of experience in investment banking and capital markets. Before joining IG in 2023, David led the private company advisory business at a leading Canadian financial institution.

David is a Chartered Financial Analyst and has a Master of Business Administration degree from the Richard Ivey School of Business at Western University. Additionally, he teaches mergers, acquisitions and business strategy part-time at the Ivey Business School. David is based out of London, Ontario.

Proceeds from this event will go to a Ukrainian not-for-profit organization in Calgary (UCPBA) that supports Ukrainian community and evacuees settling in Alberta.