The wisdom continues with Zeifmans’ Non-Resident Digital Event Series: High Net Worth Edition

Our Non-Resident Digital Event Series continues, with our second installment, “High Net Worth Edition: Legacy, Preservation, and Optimization”, serving up more wisdom from three new industry experts.

Continuing our earlier series of online interviews, followed by a live webinar with one our Nexia International affiliate firms, Zeifmans team members have engaged in value-packed conversations on a variety of topics affecting non-residents of Canada and / or individuals who are considering dipping their toes in the Canadian market.

In this edition, Sunil Kapadia from RBC Wealth Management, Mike Dolson from Felesky Flynn LLP, and Jonah Mayles from Sterling Park Financial Group joined Zeifmans for live interviews, with a focus on private banking, tax structures, estate planning and insurance. In addition to the bite-sized interviews, we hosted a webinar in conjunction with our Hong-Kong Nexia affiliate Fan, Chan, & Co. Limited. Here are the highlights:

Interview with Sunil Kapadia
Private Banker- International Clients, Private Banking, RBC Wealth Management – Royal Bank of Canada
As a Private Banker with RBC Wealth Management, Private Banking, Sunil Kapadia provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families.

Interview with Mike Dolson
Barrister & Solicitor, Felesky Flynn LLP
With an emphasis on corporate and international tax planning, Mike advises public corporations, owner-managers, First Nations and public sector bodies on income tax and GST matters.

Interview with Jonah Mayles
LLB, TEP Partner, Tax & Estate Planning, Sterling Park Financial Group
Jonah is a Partner at Sterling Park Financial Group where he advises on and develops advanced estate, tax and insurance planning strategies for clients. He brings over 10 years of experience in tax and estate planning for high net-worth individuals, families and private corporations.

Webinar
Over the course of the webinar, we outline information regarding investing, setting up enterprises, and tax implications, both in Canada, Hong-Kong, and China, presented by experts from each side.

To learn more about Zeifmans’ expert non-resident advice, reach out to our team today.

Suggested supplemental insights:

Part 1 of 4 of Zeifmans’ Non-Resident Event Digital Series | Technology & Startups Edition