We are thrilled to extend an exclusive invitation to our upcoming event on "Business Succession and Estate Planning for Entrepreneurs." This gathering promises valuable insights into the complex landscape of wealth management, tax planning, and estate considerations.
Event Details:
Date: December 13 th , 2023
Registration: 6:00 PM
Event Start: 7:00 PM (sharp)
Venue: Infinity Center: 2901 Gibford Dr, Ottawa, ON K1V 2L9
Featured Speakers:
Sébastien Desmarais, LL.B, J.D. (USA), LL.L, TEP
Vice President, Tax and Estate Planner at TD Wealth Advisory Services
With over 15 years of expertise, Sébastien is a leading advisor in domestic and international tax, estate planning, and wealth management, with a focus on the intricacies of the real estate sector. His insights span succession and estate planning, corporate reorganizations, cross-border transactions, and tax strategies for high net worth individuals.
Danielle Carter, CPA, CA, TEP
High Net Worth Planner at TD Wealth Advisory Services Bringing over 12 years of experience, Danielle specializes in personalized wealth management tailored to the unique challenges and opportunities within the real estate landscape. Holding the Chartered Accountant designation and Trust and Estate Practitioner (TEP) designation, she collaborates with clients and their advisors on retirement income planning, tax efficiency, and estate considerations in the context of real estate ventures.
Join us for a comprehensive session where Sébastien and Danielle will delve into practical issues surrounding business succession within the dynamic world of real estate. They will share insights on tax and estate planning considerations crucial for entrepreneurs navigating the complexities of the real estate industry.
We've also set aside extended networking time, providing a unique opportunity for meaningful connections within the real estate community before the holidays.
To secure your spot at this exclusive presentation, please RSVP as soon as possible
We look forward to your participation in this insightful event.
BIO’s
Sébastien Desmarais, LL.B, J.D. (USA), LL.L, TEP
Vice President, Tax and Estate Planner
TD Wealth Advisory Services
Email: sebastien.desmarais@td.com
Sébastien Desmarais is Vice President, Tax and Estate Planner at TD Wealth Advisory Services. His multidisciplinary practice encompasses all manners of tax, estate planning and wealth management. He has extensive knowledge and understanding of these intricate areas of law, coupled with his commitment to exceptional service strengthen TD's competitive standing in the tax, estate planning and wealth management markets.
With more than 15 years’ experience, Sébastien is a leading advisor on a broad range of domestic and international tax and estate planning matters, primarily for owner-managers and high net worth clients.
Sébastien's experience has proven to be invaluable when developing comprehensive plans that uniquely combine both tax and wealth management benefits specific to the client's circumstances and needs. He has developed particular expertise in succession and estate planning for family businesses and their related corporate groups, corporate reorganizations, cross-border transactions, and tax planning for entrepreneurs and high net worth clients.
Sébastien was called to the Ontario Bar in 2007 after having obtained his common law degree from the University of Ottawa – French Common Law, is U.S. law degree (J.D.) from Michigan State University – College of Law and his civil law degree from the University of Ottawa. As a result, Sébastien is asked to assist clients with estates involving international issues, whether it is with the United States, Europe, the Middle East or Asia.
Sébastien has appeared on television spoken at numerous events, notably the STEP National conference, STEP Ottawa conferences and the Canadian Tax Foundation National Conference. Sébastien has published several articles in diverse publications notably, an article on Cross-Border Estate Planning Involving the European Union, Asia and the Middle East that was published in STEP Inside (May 2022).
Danielle Carter, CPA, CA, TEP
High Net Worth Planner
danielle.carter@td.com
TD Wealth
360 Albert Street, Suite 1600
Ottawa, Ontario K1R 7X7
As a High Net Worth Planner of the Wealth Advisory Services team, Danielle will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies. Among them: retirement income planning, tax planning, estate planning, business structuring and transitioning and philanthropic planning.
Danielle holds the Chartered Accountant designation and will work to understand you and your wealth goals and build a plan to help you achieve them in a tax efficient manner. Prior to joining TD, Danielle was a tax manager with a national accounting firm. She has over 12 years of experience providing advanced tax, estate, business succession and wealth planning assistance to individuals and business owners.
Danielle holds an Honours Business Administration degree from Trent University and has completed the Canadian Institute of Chartered Accountants (CICA) in-depth tax course. Danielle also holds her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP). While working toward her TEP designation in 2017, she received the STEP Worldwide Excellence Award for the highest pass with distinction in the Taxation of Trusts and Estates. In addition to this, Danielle was also awarded the Gerald W Owen Book Award in 2019 which is presented to the student of STEP who achieves the highest overall combined mark of all four STEP Canada courses.
