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Agenda
Join us for the most unique, experiential and exclusive event for forward thinking success oriented entrepreneurs and business owners.
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Freebies
Thinking of attending the event? Just to give you a sneak preview of the quality and feel of this event, we’re giving away some great gifts.
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James Craig
James Craig is a lawyer who provides advanced financial planning and tax planning
technical assistance to advisors and their clients.
He joined TD Waterhouse from another financial institution after 8 years of assisting high net worth clients with tax, trust, estate and legal issues from a family office context.
Prior to working in wealth management James worked for a national accounting firm, the Canada Revenue
Agency and a law firm. These various employment experiences have all been instrumental in assisting
James to provide excellent advice within the Wealth Management domain.
James was called to the Ontario Bar in 2000. He holds the Certified Financial Planning (CFP) designation,
the Charter Life Underwriter (CLU) designation, the financial planning designation for the
province of Quebec (F.Pl), has completed the CICA In-Depth Tax Course (Level I and II)
and also holds the Trust and Estate Practitioners (TEP) designation.
James will be offering Business Succession Planning as a break-out session.
