Science of deal making and wealth creation

UCPBA is excited to inform you about the forthcoming Event scheduled for March 7, 2024, at the Calgary Winter Club (Skyline West Room), doors will be open at 6 pm, buffet will be included in the price. 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. Proceeds from this event will go to a Ukrainian not-for-profit organization in Calgary (UCPBA) that supports Ukrainian evacuees settling in Alberta.

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.
Our 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 Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys 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.

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’ 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.