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Wealth & Wisdom After Hours with Simon Mills, President, Valley First & Enderby & District Financial
Watch the replay of our recent Wealth and Wisdom After Hours Event in in Kelowna with Simon Mills, Present, Valley First & Enderby & District Financial. About Simon As president of Valley First and Enderby & District Financial, Simon is responsible for leading and growing First West’s personal, business and commercial banking teams, as well […]
Wealth and Wisdom After Hours with Ian Crosby, Head of Accounting Products at Mercury
October 2, 2025Watch the replay of our recent Wealth and Wisdom After Hours Event in Vancouver with Ian Crosby, Head of Accounting Products at Mercury. About Ian Ian Crosby is a seasoned leader and entrepreneur in the financial services and fintech sectors. Currently heading Accounting Products at Mercury following Teal’s acquisition in 2024, Ian founded and scaled […]
Newly proposed changes of significance to Canada Revenue Agency’s (“CRA”) Voluntary Disclosures Program (“VDP”) soon coming into effect
September 29, 2025Overview On September 10, 2025, the CRA released a new version of its VDP Information Circular, IC00-1R7[1], along with the new GST/HST Memorandum 16-5-1[2] (collectively referred to as the “new Programs”). The updated policies will apply to disclosures received on or after October 1, 2025, replacing the current frameworks under Circular IC00-1R6[3] and Memorandum 16-5[4] […]
Webinar Replay – Enterprise Insights: Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises
September 25, 2025Watch the replay of our recent session with Krista Rabidoux and Shondell Sabad on Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises. Whether you’re managing a Family Office, advising one, or planning for succession, this webinar offers valuable insights. Topics: This webinar is for informational purposes only and does not constitute legal, tax, […]