From Risk to Retirement: Smart Strategies for Business Owners

Whitehorse Chamber of Commerce

Co hosted by: Crowe Mackay LLP and RBC Dominion Securities

Yukonstruct Society

Small Business Week

Celebrate Small Business Week with a line-up of engaging sessions designed to inspire, connect, and support Yukon entrepreneurs. From networking opportunities to expert-led panels, each event offers tools and insights to help your business thrive.

As a business owner, your journey involves risk, growth, and planning for what comes next. This half-day finance-focused mini-conference is designed to give you the strategies and insights needed to protect what you’ve built and prepare for the future.Co-Hosted with the Chamber by Crowe MacKay LLP and RBC Dominion Securities, this session brings together experts covering key topics that matter most to entrepreneurs today.You can attend all sessions or just the ones most relevant to you.Agenda and timeline to come!Topics Covered:<ul><li>Incorporation: the pros and cons, and when it makes sense</li><li>Retirement and succession planning</li><li>Selling your business to descendants, management, or third parties</li><li>Business valuations: how to add value before selling</li><li>Investments and wealth management strategies</li><li>Insurance: when life insurance makes sense for business owners</li></ul>This practical, content-rich afternoon is designed for entrepreneurs at every stage—from those just getting started to those preparing to transition. Leave with actionable tools to guide your next steps, whether you’re focused on growth, stability, or succession. CONFERENCE AGENDA: 1:00 - 1:45 - Moving from sole proprietor to more tax efficient entities Presented by Kynan McIntyre, CPA, partner at Crowe Mackay LLP in Whitehorse, this presentation will deliver the following topics: <ul><li>When is it appropriate to incorporate, share structures, holding companies</li><li>Tax deferral within corporate structure, using RRSP and investing within the holding company</li><li>Using trusts to unlock and multiply lifetime capital gains exemption</li></ul> 1:45 - 2:30 - Retirement and succession planning Presented by Kaiden McIntyre, CPA, Senior Manager at Crowe Mackay LLP in Vancouver, this presentation will discuss the following topics: <ul><li>Estate freeze to limit your tax liability on death and pass growth onto children</li><li>Comparison of an asset vs. share sale when selling your business</li><li>Transferring your business to your children and accessing the lifetime capital gains exemption</li></ul> 2:30 - 3:15 - Wealth management for business owners Hosted by Ivan Kostyuk, Investment &amp; Wealth Advisor, RBC Dominion Securities Inc.Learn how to turn today’s business success into long-term financial security. In this session, you’ll discover how to:<ul><li>Make the most of surplus cash inside your company instead of letting it sit idle</li><li>Build a retirement plan that works without relying on a traditional pension</li><li>Minimize the tax drag when investing corporate profits so more growth stays in your pocket</li><li>Transfer wealth to the next generation in a tax-efficient way while protecting your legacy</li></ul> 3:15 - 4:00 - Life insurance for business owners Hosted by Brett Henderson, Estate Planning Specialist, RBC Wealth Management Financial Services Inc.Join us for a practical session designed specifically for entrepreneurs and business owners. Discover how life insurance can do more than protect your family – it can strengthen your business, create tax tax-efficient strategies, and support your long-term vision. In this session, we’ll cover:<ul><li>When life insurance makes sense for your personal and business needs</li><li>How to determine the right amount of coverage without overpaying</li><li>Policy types explained clearly so you can choose with confidence</li><li>Estate and corporate planning strategies that unlock the hidden power of life insurance</li></ul> 4:00 - 4:45 - Business valuations Presented by Daniel Sturgess, CPA, CBV, partner at Crowe Mackay LLP in Vancouver, this presentation will address the following topics:<ul><li>Typical valuation approaches used for corporate reorganizations and business acquisitions</li><li>Value drivers of a business and how to improve them</li><li>Mergers and acquisitions divestiture</li></ul> Wrap up with us over drinks and networking! Interested in other exciting sessions happening during Small Business Week?<a href="https://www.whitehorsechamber.ca/small-business-week-2025" title="https://www.whitehorsechamber.ca/small-business-week-2025" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Check out the full line-up of events here!</a>____________________________________________________________________________________ MEET THE SPEAKERS Kynan McIntyre, CPA, Partner, Crowe MacKay LLP Kynan works with a range of clients providing tax and assurance services. He ensures his clients are getting value by helping them navigate various issues by providing timely and appropriate accounting solutions and guidance.Kynan works with Indigenous entities, privately-held businesses, and non-profit organizations providing tax and auditing services. He has worked on audits for self-governing First Nations and has experience in corporate and personal tax. Ivan Kostyuk, Investment &amp; Wealth Advisor, RBC Dominion SecuritiesIvan Kostyuk is an Investment &amp; Wealth Advisor with RBC Dominion Securities, drawing on more than 15 years of experience in asset management, and wealth planning. He is a Chartered Financial Analyst (CFA) charterholder and holds a Bachelor of Commerce degree from the University of Victoria. Based in Whitehorse with his wife and young family, Ivan also serves as Treasurer of the Whitehorse Chamber of Commerce, where he helps advocate for the local business community. Kaiden McIntyre, CPA, Senier Manager, Crowe MacKay LLPKaiden joined Crowe MacKay’s Vancouver office in 2016. He works largely with individuals and corporate clients, from privately held owner-operated businesses to public companies. Kaiden’s services include corporate and personal tax planning and compliance, corporate reorganizations, estate planning, and CRA audits. Daniel Sturgess CPA, CA, CBV, CFF, Partner, Crowe MacKay LLP Daniel’s primary areas of focus are business valuations and litigation support, fair value for financial reporting, and corporate finance activities.A Chartered Business Valuator (CBV) and Chartered Professional Accountant (CPA, CA), Daniel is also Certified in Financial Forensics (CFF). With over 20 years of experience, Daniel has been involved in hundreds of valuations and litigation support assignments across a wide range of industries. He provides independent, expert reports and testimony in connection with business valuations, litigation support, and forensic reviews and investigations. He has qualified before the British Columbia Supreme Court and focuses on family law, personal injury, shareholder dispute, and commercial litigation assignments. Daniel provides valuations of intangible assets for financial reporting purposes, including preparing purchase price allocation, goodwill and intangible asset impairment reports. He also performs valuations in connection with the purchase and sale of business interests, performs due diligence services (quality of earnings reports), and assists both purchasers and sellers in the negotiation of terms for the purchase. Daniel provides valuations in respect of corporate reorganizations; estate planning assignments; management buy outs; going private transactions (fairness opinions); and formal valuations. Brett Henderson, Estate Planning Specialist, RBC Wealth Management Financial Services IncPeople need really good people. Without the correct expertise to help guide us, things can easily fall through the cracks. Growing up in a family business, Brett has first-hand knowledge of the highs of success and the lows resulting from poor estate and succession planning. It was this experience that guided him to the financial industry and why he is driven to help others achieve their goals.Brett recognizes each person and situation is unique as is his process to gather information, identify wealth goals and recommend tax efficient insurance based solutions. Whether implementing financial protection against premature death and illness or ensuring your hard work and wealth are transferred to the next generation, Brett creates a plan focused on your needs.Raised in Winnipeg, Brett moved to the beautiful Okanagan in 2015 where he lives with his wife and 3 daughters. While always up to play a round of golf, his passion, long distance running keeps him on the lookout for his next marathon.

Our {communityGuidelinesLink} describe the sort of content we prohibit on Eventbrite. If you suspect an event may be in violation, you can report it to us so we can investigate.

To report other categories of prohibited or illegal content, submit {link}

From Risk to Retirement: Smart Strategies for Business Owners

More events from Whitehorse Chamber of Commerce

Discover more events from Whitehorse Chamber of Commerce, from Business to other experiences you might love.

Still looking for the right event?

Explore all events in Whitehorse and filter by date, category, and more to find the perfect fit.

From Risk to Retirement: Smart Strategies for Business Owners

More events from Whitehorse Chamber of Commerce

Discover more events from Whitehorse Chamber of Commerce, from Business to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.

Still looking for the right event?

Explore all events in Whitehorse and filter by date, category, and more to find the perfect fit.