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Succession planning 

Photo of Hemal Balsara Hemal Balsara, CPA, CA, CFP
Assistant Vice-President of Tax & Estate Planning,  Manulife Financial

Location: Toronto
Travel: Willing to consider any speaking opportunity

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Photo of Matthew Downey Matthew Downey, CPA, CA
Manager,  MDD Forensic Accountants

Location: Winnipeg
Travel: Willing to consider any speaking opportunity

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Loren Francis, FCPA, FCA
Stewardship Counsellor and Principal,  Highview Financial Group

Location: GTA
Travel: Willing to consider any speaking opportunity

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Colleen Gibb, FCPA, FCA
Partner,  Gibb Widdis

Location: Ancaster/Brantford
Travel: Willing to consider any speaking opportunity

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Photo of Mary Krauel Mary Krauel, CPA, CA, EMBA, CDFA,
B Math

Facilitator, Mediator and Senior Negotiator,  Owner, PRM Mediation

Location: GTA, London
Travel: Willing to consider any speaking opportunity

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Link to Jason Kwiatkowski Jason Kwiatkowski, CPA, CA, CBV, ASA CEPA
Partner and President,  Valuation Support Partners Ltd.

Location: Markham
Travel: Available in the GTA; willing to travel up to 100 kilometres

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Murray Levy, CPA, CA, OCT, MBA
Retired Chartered Professional Accountant, Educator, Investor, 

Location: Thornhill
Travel: GTA and York Region

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Photo of Paul McVean Paul McVean, CPA, CGA, CFP, TEP
Tax Partner,  Anklesaria McVean Professional Corporation

Location: Thornhill
Travel: Willing to travel up to 100 kilometres

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Link to Kurt Rosentreter Photo Kurt Rosentreter, CPA, CA, CFP,
CLU, TEP, FCSI, CIM, CIMA, FMA

Senior Financial Advisor,  Manulife Securities Inc.

Location: Toronto
Travel: Local, national and international with cost reimbursed

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Photo of Subhash Sharma Subhash Sharma, CPA, CMA
Principal,  Bronte Bay CPA Professional Corporation

Location: Markham
Travel: Willing to consider any speaking opportunity

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Link to Paul S Tyers Photo Paul Tyers CPA, CA, CFP, CIM
CEO and Managing Director,  Wealth Stewards Inc.

Location: GTA
Travel: Southern Ontario

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Photo of Jin Wen Jin Wen, CPA, CA, CPA (Illinois)
Manager,  Grant Thornton LLP

Location: Toronto
Travel: Willing to consider any speaking opportunity

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