SBD Changes & TOSI Changes; and Planning For Those With Special Needs Sponsored by: Anita Pizycki CPA, CA
TheGAAP.net Presents: SBD Changes & TOSI Changes; and Planning For Those With Special Needs
Sponsored by: Anita Pizycki CPA, CA Of Professional Coaching Company
Free Raffle Prize: Google Home mini
Join us on August 13th
3 CPD hours
The following topics will be covered during this event:
- SBD Changes 125(1) and TOSI Changes – Definition 120.4 Speaker: Hari Krishnan, CPA, CA of Kestenberg Rabinowicz Partners LLP
- Planning For Those With Special Needs
Speaker: Adam McHenry, CFA of Manulife Securities Incorporated
This event will be held at the Donalda Club.
Location: Donald Golf Club: 12 Bushbury Dr, North York, ON M3A 2Z7 Free parking
- Cost $85.00 plus HST
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
About the Instructor(s)
Hari Krishnan is a CPA, CA with over 9 years in public practice. He completed his tax in-depth course in 2018. He has five years experience working at PWC and now works at KRP LLP. Prior to joining KRP LLP, Hari was at KPMG and spent over 4 years in audit for private and public clients.
Adam McHenry, CFA
Adam wants to live in a world where he can play golf daily, his coffee cup is always full and drivers wave in thanks when you let them merge.
As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at CIBC Wood Gundy and BMO Nesbitt Burns, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets.
Originally from London, Ontario, Adam grew up at the hockey rink and on the golf course. He had the unique experience of playing junior hockey for the Strathroy Rockets and the Elmira Sugar Kings. Like most recreational golfers, Adam is still finessing his golf game and finds that his early season rounds are usually his best of the year.
When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and newborn William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family. Adam and his family are residents of the Port Credit Neighbourhood of Mineola and take full advantage of the Port Credit community’s beautiful lakefront, marina, many parks and downtown.
Adam graduated from Wilfrid Laurier with a BA in economics and communications studies with Business Administration Option. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.
You can reach Adam at (416) 901-6500 or adam.McHenry@manulifesecurities.ca.
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