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Panelists

• Facilitator: Vic Raye, National Director, Banking Services, IDCWIN, Vancouver
• Frank Abate, National Director, Tax & Estate Planning, IDCWIN, Toronto
• Chris Britton, Director of Estate & Tax Planning, IDCWIN, Halifax
• Randy Cutting, Vice-President, Specialized Lending Sales, DUCA Financial, Toronto
• Irvin Lim, Private Banker, Bank of Nova Scotia, Vancouver

Join us for a focused session designed to support your success in the large-case business owner market. Hear from industry-leading experts as they share practical strategies and real-world insights for structuring, managing, and optimizing IFAs, from initial setup through long-term execution.

No CE credits