The CPA Toronto Accounting Group & TheGAAP.net: Present: 

Commercial Financing Strategies 2024

Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc.

Join us Feb 13^th at 7:00 p.m.

You can do more than advise your clients to visit their bank when they have financing needs.

Refresh your knowledge of business financing in this interactive session.

We will discuss:

• Business loans,
• Start-up financing,
• Commercial real estate financing,
• Business purchase or transfer
• Technology financing.
• Newcomer Residential Program
• Business for Self Program
• High Net Worth Residential Program
• Insured BFS Residential Program

and

• Commercial general liability insurance
• Professional liability insurance
• Business interruption insurance
• Employer’s liability insurance

Please bring your questions and experiences to share with the group!

Our Speakers:

Luz Pena

Luz, a Level 2 Licensed Mortgage Agent affiliated with The Mortgage Coach, brings over two decades of financial expertise to the real estate lending landscape. Known for her analytical mindset, dedication, and a commitment to integrity, Luz stands out as a trusted professional who combines knowledge with clarity to find tailored solutions for her clients.

Why Luz?

In her 20+ years in finance, Luz has cultivated a deep understanding of mortgage products, allowing her to provide comprehensive solutions that align seamlessly with her clients’ unique situations. Her knowledge extends to guiding first-time home buyers, self-employed individuals, and seasoned investors through the intricacies of real estate lending.

Luz Pena <luzpena@themortgagecoach.ca>

Matthew Filippo, CAIB

Matthew is a RIBO licensed insurance broker with StoneRidge Insurance Brokers. He also has his CAIB (Canadian Accredited Insurance Broker) designation. Matthew enjoys working with accountants and other business owners, and has experience in putting together commercial insurance policies to help business owners succeed. Matthew is actively involved in networking, meeting with business professionals on a weekly basis. This allows him to gain knowledge of different industries and businesses, which helps in understanding the different exposures.

StoneRidge Insurance Brokers

mfilippo@stoneridgeinsurance.ca

We look forward to you joining us on the call and your active participation.

Join Zoom Meeting

Commercial Financing Strategies 2024- Sponsored by Jeffrey Gregory

Testimonials:
Hi Paul, I appreciate all the webinar events that you organize – I have been successful in learning lots of information and earning CPD too.  Also, I appreciate the networking opportunities.  Thank you. Lisa Blackburn

The talks have helped me create more informed plans regarding my financial plans! Very informative! Rahi Tajzadeh thebigleaf@gmail.com

Great workshop, very valuable and inspiring. I would like to attend the workshop again………………..Chiedozie Megwa 

Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events. Mrigank Kabra

The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group