Successful lawyers value their time, and the most successful have their
own dedicated team of advisors, allowing them to focus on what they
do best. We simplify clients’ complex financial lives – whether you’re a
developing associate or established partner. As the old saying goes
‘it’s not how much you make, but how much you keep.’
Please join us for lunch, where we will discuss:
• Corporate structure for wealth accumulation
• Investments and Tax Saving Strategies for high income earners
• How to get the most out of your professional corporation
Lunch is served! The Gahan House is known for its great food and incredible craft beers. Make your choices and enjoy while we get set to present to the room.
While you're working hard for your clients, let's discuss how to make your money work hard for you. Sylvain Morin, an Executive Financial Consultant with IG Private Wealth Management, will discuss the values of incorporation and the place it has in a strategy of building net worth, the importance of investment strategies and how best to protect your wealth from taxation, market volatility and regulatory changes.
 Â
Your time is valuable and we are committed to our end time of 12:50.Â
From start to finish, it's a lunch you will be glad you made time for!
Part of the IG Private Wealth Management division, Sylvain’s passion, enthusiasm and commitment to financial planning has helped him build a successful practice over the years. Sylvain provides leadership to clients and their families with comprehensive advanced financial planning strategies and solutions.
With over 25 years of experience and comprehensive knowledge of the financial planning industry, Sylvain is regularly sought out by clients' friends, families and colleagues to provide second opinions, and regularly speaks on financial and retirement planning related topics.
Originally from Antigonish, NS, Ashley completed her Bachelor of Business Administration at St. FX University with a focus in finance and economics. She joined IG Wealth Management in late 2014 and joined Sylvain Morin & Associates shortly thereafter. Â
Having obtained the CERTIFIED FINANCIAL PLANNER® designation, Ashley provides financial planning and technical support to our team. She focuses on utilizing our industry-leading financial planning platform to ensure that each client receives a unique and personalized financial plan that is tailored to their individual goals and objectives.
As the primary point of contact for clients and all aspects of administration & team support, Erin has established herself as the gold standard for client service, since joining Sylvain Morin & Associates in 2006.
As a licensed Operational Associate, her positive attitude, energy and effectiveness greatly contribute to the team’s busy office. Erin works directly with clients to ensure all operational needs are met effectively, and our unique client experience is upheld. She is committed to providing the highest quality of service through prompt responses, personalized attention, and focus on details.
Gahan House - Nova Centre, Halifax, NS
With a total of five locations across Atlantic Canada, Gahan House has become an East Coast staple dedicated to creating memorable experiences. We get our name from John Gahan, a prominent merchant and importer of wines, teas, and groceries on Prince Edward Island in the 19th century. His former place of residence is now the location of the original Gahan House in Charlottetown, P.E.Â
Â
We began as a brewpub, and we stay true to our beginnings by having a brew system in-house, ensuring that the beer we serve is as fresh as possible. With a delicious menu, handcrafted ales, and fresh East Coast oysters in our welcoming Gahan atmosphere, we hope you feel right at home.
We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Views of guest speakers may not be shared by IG Wealth Management.
Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams. Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams.
