Professional Advisory Breakfast Seminar

The Professional Advisory Group of the Baycrest Foundation invites you to attend our upcoming breakfast seminar/speaker series.

Thursday, October 19, 2017 | 7:30 – 9:30 a.m.

$72.00/person (includes breakfast) | Educational Credits

Loftus Hall | Apotex Centre, Jewish Home for the Aged
3560 Bathurst Street | Toronto ON M6A 2E1

RSVP by October 12, 2017 to ksidhu@baycrest.org or call Karmjit Sidhu 416-785-2500 ext. 5180

Guest Speakers and Topics: Navigating the new tax rules: Implications for existing plans and future estate planning

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Elena Hoffstein, is a partner at Fasken Martineau, specializing in all areas of personal tax and estate planning, including family business succession planning, wills and trusts, corporate reorganizations and marriage contracts. She also specializes in charities and not-for-profit law, and represents clients in estate litigation matters including will challenges and mental capacity matters. She has been ranked by Lexpert as one of the most frequently recommended Toronto private client and charity law practitioners.



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Luigi De Rose,is a tax partner and business adviser in the Private Company Services and Family Office practices at PwC Canada. He has 20 years of experience providing complex tax planning services and business advice to high-net-worth families and owners of private companies. He has advised clients on developing tax-efficient corporate structures, shareholder compensation, estate and post-mortem planning, will planning, charitable donation planning, designing estate freezes, corporate reorganizations, and tax effective sales planning.



The Professional Advisory Group’s mission is to educate financial, legal and accounting professionals for the purpose of offering advice to their aging clients and families.

Thank you to our group members for their commitment and support.

Co-Chairs
Irving Feldman
Joshua Wise

Group Members
Brian Belmont, Arieh Bloom, Michael Derby, Allan Kalin, Leon Kieselstein, Howard Landau, Israel Mida, Penny Petroff, Allan Rokowsky, Gerald Ross, Jack Rotsztain, Alexandra (Ali) Spinner, Errol Tenenbaum

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