Join us on Tuesday May 7, 2024 from 3:30pm - 6:00pm to learn from our guest speakers and network with business owners and share ideas.
The main entrance is at Wellington & Simcoe with elevators up to the 11th floor in the main lobby. There is parking below the building which is accessible to the public for paid parking.
Networking Session
Join other business owners and executives during the networking sessions. Food and drink are available during our networking time following the speakers.
Guest Speakers
Topic: Economic & Market Outlook
Louis Chan
Portfolio Advisor, U.S. Equities, RBC
Prior to joining RBC in 2023, Louis brings more than 19 years of investment research experience having covered Canadian, U.S. and Global equities. Louis holds a Bachelor of Commerce and Business Administration degree from the University of British Columbia, and is a CFA charterholder.
Sean Killen
Portfolio Advisor, Fixed Income, RBC
Sean joined RBC’s Portfolio Advisory Group (PAG) in 2021, with a focus on multi-asset portfolio strategy and asset allocation. Sean contributes to investment thought leadership through a number of regular publications and presentations. Sean contributes to the investment strategy of PAG multi-asset portfolios as a member on the asset allocation, fixed income, and equity committees, while also a contributor to RBC’s Global Portfolio Advisory Committee (GPAC). Sean has studied history and economics at Queen’s University and Finance at King’s College London.
Shawn Bausch, CPA, CPA (CA), MA
Principal, SB Advisors
Topic: Tax Planning: Embracing Your Alter-ego
Shawn is a Canadian CPA and a US CPA. A native of the GTA, Shawn spent eleven years working and studying in the US. Shawn is the principal in SB Advisors. He has a particular interest in planning for business owners, assisting them with their business matters and their family trust and retirement structures. In addition to Canadian tax services, Shawn delivers US services from SB Advisors’ offices, and through his network, provides international tax support more than a dozen countries.
