Lunch with Wealth Management Expert Tim Cestnick

Lunch with Wealth Management Expert Tim Cestnick
July 15, 2019 Roxy Rae

Stratford Perth Community Foundation is pleased to present Tim Cestnick, FCPA, FCA, CPA (il), CFP, TEP, respected author, speaker and executive in the Canadian wealth management industry. Tim is also a tax and personal finance columnist for The Globe and Mail.

This invitation is exclusive to you as a professional advisor and your clients. Tim Cestnick’s presentation will explore ‘why’ people give and provide proven strategies on how to create and preserve wealth. The session will be informative and engaging – the perfect value-add for your private clients. Tim’s presentation will include practical tips on how your clients can maximize tax savings through strategic giving; as well Tim will share stories from his work as an advisor to Canada’s most affluent families.

Who should attend? 

Professional advisors from your organization with clients that wish to learn more about how they can fulfill their philanthropic goals.

Friday, September 13, 2019
Stratford Country Club

53 Romeo Street North, Stratford
11:30 a.m. – 1:30 p.m.

About Tim Cestnick, FCPA, FCA, CPA (il), CFP, TEP
Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax and personal finance. Widely recognized for his in-depth knowledge, dynamic speaking style, common sense approach and extensive national media exposure, Tim successfully combines business experience and professional credentials to advise some of the most successful families in the country.

Tim consults and speaks in all areas of personal finance. He has completed the Canadian Institute of Chartered Accountant’s In-Depth Tax Course, the Canadian Securities Course, and is a member of the Canadian Tax Foundation. Tim’s national speaking profile is confirmed by his position as a personal finance columnist for the Globe & Mail’s Report on Business, Canada’s national newspaper. As a prolific author, Tim has written the Canadian best-sellers, 101 Tax Secrets for Canadians, Winning The Tax Game, Winning The Estate Planning Game, and The Tax Freedom Zone. He has also authored Winning The Education Savings Game, co-authored Death and Taxes and Your Family’s Money, and is past editor of Tax Tips for Canadians for Dummies.

In addition to print media, Tim is a regular contributor and on-air personality on radio and television. He appears regularly on CTV, CBC Newsworld, BNN, and the best-known money programs in the country.