FINANCIAL PLANNING AND EXIT STRATEGIES FOR CANADIAN BUSINES OWNERS
Experts insights on the impact of powerful financial planning and the state of readiness of business owners planning and exit.
IG Private Wealth Management invites you to a complimentary seminar with guest speakers Sergiu Hirtescu and David Prowse, who will share expert insights on the impact of powerful financial planning and the state of readiness of business owners planning an exit.
Sergiu Hirtescu, CFP®, CIM®, FCSI®, RRC® is an independent financial planning professional with IG Wealth Management Inc. He specializes in helping Canadian business owners navigate complex wealth management, optimize their corporate structures and build comprehensive financial strategies that align their business growth with their personal retirement and exit goals.
David Prowse, CPA, CA, CVA, CEPA, CM&AA is an M&A advisor at The Shaughnessy Group, specializing in business valuations, succession planning, and business sales for small and medium-sized enterprises (SMEs). With a focus on the $5million to $50 million market, David provides business owners with the strategic guidance necessary to maximize their company's value during an exit or transition.
Advance registration is required through the link provided.
Reserve your spot today - seating is limited to 35 attendees.
(Registration closes once capacity is reached).
Refreshments will be served.
Free for RBTT members · $25 per guest for non-members, paid securely via Stripe.
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