How The Top 1% Of Leaders Manage Their Time Like Clockwork Using T5 System
How The Top 1% Of Leaders Manage Their Time Like Clockwork Using T5 System
Sun, Feb 5, 7:00 PM
Greater Sudbury • Greater Sudbury, ON
Free
Actions Panel
How to Harvest Your Life's Work at Optimal Value
Join us at this exclusive breakfast event for Private Business Owners.
When and where
Date and time
Location
Northern Water Sports Centre 206 Ramsey Lake Road Greater Sudbury, ON P3E 5J1 Canada
Map and directions
How to get there
About this event
Learn what needs to be done now to ensure you can harvest your life’s work at peak value. Avoid common pitfalls & mistakes.
Learn About:
- Determining the Current & Potential Future Value of Your Business
- Understanding What You Need to Retire
- Strategies to Maximize Your Net Proceeds
- Your Exit Options & How to Get There
Agenda:
- Continental Breakfast 7:30-8:00 AM
- Presentation 8:00-9:10 AM
- Q&A Discussion 9:10-9:30 AM
Panel of Speakers:
Lindsey Kilgour H.B. Comm, CFP®, RRC, CEPA
Executive Financial Consultant, IG Wealth Management
Based in Sudbury, Lindsey is a driven, passionate financial planner with a strong track record of enhancing clients' net worth. She joined IG in January of 2009 after completing her Honours Bachelor of Commerce at McMaster. Lindsey received her CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2012, earning the honour of joining the president’s list for the second highest score in the country on her final exam. She believes that relationships and family are a key part of who we are and where we are going
Stephen Cummings, CPA, CA, FCA, BSc (Econ), CEPA
CEO, Managing General Partner, Rizolve Partners
A leading advisor and financial expert who works with private Business Owners to identify and drive value. Rizolve specializes in developing transformational strategies that position businesses for exit on optimal terms. Prior to founding Rizolve Partners, Stephen was a partner or executive with leading PE & VC firms; Harlequin Enterprises; and Deloitte, London, UK. Stephen received his CERTIFIED EXIT PLANNING ADVISOR® (CEPA) designation in 2021.
Jacob Johnston B. Comm, MBA, CEPA
Consultant, IG Wealth Management, Kilgour Group
Jacob is a competitive, and responsive individual with a distinct focus on relationship management. He attended Cornell University and Dalhousie University to obtain a Bachelor of Commerce degree with a major in Finance. After graduation, Jacob pursued professional hockey for five years in North America and Europe, and later obtained an MBA from Edinburgh Business School. During that time, he gained a variety of experience in the finance industry, including roles in Small Business, Capital Markets and Merchant Banking before joining IG Wealth Management.
Bob Cariglia, B. Comm, MBA, CSL
Associate Partner, Sales Expert, Rizolve Partners
As a CERTIFIED SALES LEADER® (CSL), Bob helps companies build sales systems, processes, and accountability to create record-breaking growth. With over 30 years of leadership experience, Bob has worked with large companies and entrepreneurial organizations in technology, manufacturing, financial, and customer service sectors in North America and abroad.
For more information please call Jacob Johnston at 705.822.7439
Investors Group Securities Inc.
Views of guest speakers may not be shared by IG Private Wealth Management. Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Investors Group Securities Inc.
