Save the date and join our expert panelists to learn more about financial planning, taxes, and estate planning relevant to different stages of life: early career, major milestones (marriage, children, retirement), and legacy planning.
It is never too late — or too early — to deepen your understanding of financial planning, particularly in these times of uncertainty.
Wednesday, May 5
7 – 8 pm on Zoom
Please note, while this event is open to all alumni, regardless of location, it features experts and information focusing on Canada.
Moderator:
Paul St. Louis, Past Parent, Vice-President at Doherty & Associates Investment Counsel
Paul is a graduate of Queen’s University, having received a B.A. (Hons.) in 1985, and a M.A. and LL.B. in 1989. He began his professional career as a practising lawyer and subsequently spent the next 15 years in private wealth management with two of Canada’s largest financial institutions specializing in estate planning, estate settlement and fiduciary management. Paul is a certified trust and estate practitioner (TEP). Since 2006, Paul has worked at Doherty & Associates, an investment counselling firm based in Ottawa with assets under management of more than $2 billion, that has provided discretionary investment management to individuals, trusts, endowments, charities and foundations since 1979.
Panelists:
Sahir Khan ’88, Exec. Vice-President at the Institute of Fiscal Studies and Democracy at uOttawa
Sahir has been a public finance executive, teacher, advisor and speaker for the last 12 years. The focus of his work has been on budgetary and financial analysis, reporting and organizational performance. Sahir holds a B.Comm. (Hon.) from Queen’s University and an MBA (finance) from Columbia University’s Graduate School of Business.
Aimy Bryden ’98, CFP, Financial Consultant with IG Wealth Management
Aimy joined IG in 2004, building her career helping professionals and well-established families through critical junctures of their lives.
Aimy’s success has been in the clarity, reassurance and freedom that she provides clients through effective and comprehensive financial planning. Whether it is complex estate planning that requires thoughtful communication or assisting business owners by developing bespoke financial strategies as they approach and transition into retirement, Aimy provides a family-first, holistic approach to the vast financial needs of all clients.
Nazaam Charania ’05, Division Director at IG Wealth Management
Nazaam started his career with IG Wealth Management in 2012 as a Consultant before advancing to Division Director role in January 2015. He is pleased to be leading a dynamic team of financial professionals in the Ottawa area.
His role is to help Consultants reach their full potential by facilitating a training program that is highly regarded in the Canadian financial services industry, providing ongoing support and encouragement, and ultimately helping them to achieve their professional goals. His team is committed to superior service standards and the development of lasting relationships with both clients and individuals looking for a rewarding career as a Financial Consultant.
Gregory Sanders, Past Parent, Partner, Estates & Trusts and Tax Law, KPMG Law LLP
Gregory has over 30 years of experience in private client tax law with extensive knowledge in all key tax related areas for businesses and individuals looking to enhance and preserve their net worth, including: tax and estate planning, tax dispute resolution, Canada–US planning and international tax. Gregory can also assist not-for-profit entities and charities in ensuring their compliance with corporate and tax laws.