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1 CE credit (BC, SK, MB,) Under review in other jurisdictions

PRESENTERS:

Pierre-Philip Garneau, Legal Advisor & Tax Specialist, Advanced Financial Solutions

Ross Cook, Director Large Cases

Martin Pepin, Senior Vice-President, Portfolio Management, General Funds

Join the advanced case specialists from iA and learn about these concepts, tax implications and the structure and management of the Par fund.

Topics:

• Concepts, tax implications, the structure and management of the Par fund
• Shared Ownership CI & Estate Bond
• Showcasing new tools at iA Financial to present these concepts/strategies