Tax & Wealth Planning for Business Owners
Get the combined expertise of a local Wealth Advisor and Accountant in this presentation that will give you information to plan for a secure financial future.
Presented by: Ivan Kostyuk & Kynan McIntyre, RBC Dominion Securities and Crowe MacKay LLP
About Ivan: Ivan draws on his expert knowledge and 15 years of experience, including previous positions in accounting and asset management industries, to develop comprehensive wealth management solutions for his clients. Prior to re-joining RBC Dominion Securities in 2023, Ivan was a consultant to the financial advisor community for 12 years, a role that allowed him to develop best practices from first-hand experience of collaborating with over 1,000 financial advisors across BC & Yukon. Ivan’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Ivan obtained a Bachelor of Commerce degree from the University of Victoria. A firm believer in ongoing education, he pursued and acquired a Chartered Financial Analyst (CFA) designation, which is the most respected and recognized investment designation in the world. CFA credential demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice.
About Kynan: Kynan works with a range of clients providing tax and assurance services. He ensures his clients are getting value by helping them navigate various issues by providing timely and appropriate accounting solutions and guidance.
Kynan works with Indigenous entities, privately-held businesses, and non-profit organizations providing tax and auditing services. He has worked on audits for self-governing First Nations and has experience in corporate and personal tax.
This event is part of the Small Business and Yukoner Appreciation Week 2024. An invaluable opportunity for business owners to gain insights and guidance from local, regional and national experts, helping them strengthen and grow their ventures. Registration is required. All presentations are free to attend and you can register for as many as you feel would be beneficial to you and your business.
The Zoom link will be sent out via email.