This panel will focus on how business owners can safeguard their companies against unforeseen challenges such as the incapacity or loss of a shareholder. Through insights from both legal and financial experts, the discussion will highlight the importance of shareholder agreements, insurance planning, and coordinated strategies to ensure business continuity, protect legacy, and maintain financial stability in times of uncertainty.
 

Speakers are: 
Mike Gershman, CIM. Associate Investment Advisor with the Madams Advisory Group.

Doug Dornan, Estate planning specialist, CIBC

Adam Herstein, Business, Information Technology and Intellectual Property Lawyer, Partner, Pitblado Law

Moderated by:
Scott Madams, CIM, DMS. Portfolio Manager and Senior Investment Advisor with the Madams Advisory Group.