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Business Owner Seminar | "Planning the Perfect Exit"

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Scotia McLeod Conference Room (4th Floor)

1803 Douglas St

Victoria, BC V8T 5C3

Canada

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Thinking about transitioning your business? We can help.

Paul W. Holmes, Portfolio Manager with Scotia Wealth Management will be hosting a two-part presentation on business transition planning. The first part of this seminar will feature two special guest speakers, Tricia McIver and Mark Grey-Dreaper, and will be held at the Scotia McLeod conference room on Douglas St; lunch will be provided.

Guest SpeakersGain valuable insight into:

< The benefits of early preparation

< Aligning personal, financial, and business goals

< Cost efficiencies

< Thinking forward to a pending sale to friends or to family

< Estate planning

Due to limited capacity, please be sure to RSVP by Friday, November 17th; lunch and refreshments will be served.


FAQs

What are my transportation/parking options for getting to and from the event?

Scotia McLeod is located downtown by the Victoria Public Market; surrounding the buidling are many street parking spots, and just a block away (on Herald St) is a city parkade, which offers free parking for the first hour.

How can I contact the organizer with any questions?

For any inquiries or dietary requests please email janice.waring@scotiawealth.com.

Do I have to bring my printed ticket to the event?

No, bringing your printed ticket to the event itself is not necessary. Once you register, we will have your name and information on file and are able to verify you as a registered guest upon arrival.

Is it okay if the name on my ticket or registration doesn't match the person who attends?

If you are unable to attend please be sure to let us know ASAP. In this case, we would typically move up someone from the waitlist; if you are wanting to send someone in your place, that is absolutely fine, but we do request that you update us with their contact information to ensure a smooth check-in.

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Date and Time

Location

Scotia McLeod Conference Room (4th Floor)

1803 Douglas St

Victoria, BC V8T 5C3

Canada

View Map

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