Event Details

Back to the Calendar​​​​​

Succession Planning for the Family Business

Clare Forshaw, Portfolio Manager and Zainab Williams, Financial Planner from Forshaw Wealth Management
invite you and guest to join us for an exclusive lunch and learn session with Manulife’s Hemal Balsara Assistant Vice
President, Regional Tax, Retirement, and Estate Planning Services. Hemal has contributed to various publications
including the Canadian Tax Highlights, PwC's Wealth and Tax Matters and the Canadian Taxation of Life Insurance.
Through his presentation, Succession Planning for the Family Business, you will learn of the challenges that often
arise when transitioning a business and how you can protect yourself and maximize the value of your business to
ensure a successful transition.​
Location Cassie Campbell Centre
Event Date Tuesday, June 19, 2018
Start Time 11:30 AM
End Time 1:00 PM
Fees Free
Event Contact/Host Forshaw Wealth Management
Event Contact/Host's Email zainabwilliams@polarisfinancial.ca
Phone 416.890.7881