Financial Series Webinar #2: Business Structures

McMaster-Contemporary-Acupuncture-banner

Acupuncture-Canada-Fall-ad-2024

Scoliosis-Physiotherapy-banner-ad

WANT TO ADVERTISE A COURSE?

View Media Kit 2024 and submit your ad in our Store.

All courses listed are emailed to OPA members on the third Friday of the month.

Questions? Contact us.

Custom Content
Course TypeWebinar
Date -
Instructor NameBrian E. Shumak, B.Sc., CLU, CFP, CHS, CEA, EPC, CFDS, TEP
CostComplimentary for OPA/CPA members and non-members
AddressWatch Recording
Map It
DistrictN/A
Brief Description

Business Structures

This webinar will discuss the types of ways you can work, does incorporation make sense, and the differences in taxation between the structures.

Speaker: Brian Shumak

After graduating with a Bachelor of Science from the University of Toronto in 1990, he moved into the Insurance Business to continue a fifty-year family history. Since his initial foray into the insurance world, Brian has excelled in the corporate and personal arenas of Financial Planning, Employee Benefits, Wealth Management and Estate Planning.

Brian has also been an active member of his community assisting in the raising of many thousands of dollars for charity.

After completing the university level Chartered Life Underwriter (CLU) curriculum in 1998 and obtaining his designation, Brian ventured abroad to work in one of the world’s financial capitals in Zurich, Switzerland.

Upon his return, he resumed an active role in the Financial Planning World, obtaining his Certified Financial Planner (CFP) designation in 2003, the Trust and Estate Planning (TEP) designation in 2004, the Chartered Financial Divorce Specialist (CFDS) designation in 2016, his Certified Health Insurance Specialist (CHS), Elder Planning Counselor (EPC) designations in 2017 and his Certified Executor Advisor (CEA) in 2022. He also served on the Board of Directors at Advocis in 2004 and 2005 as the Director of Mentoring where he redesigned the program from top to bottom. In addition, he continued to build his successful practice.

Brian’s practice is diverse with his focus being on healthcare professionals and as such has written items for the financial/benefit column for several Health Journals including the Physiotherapy Today, Directions and the Pulse as well as being cited in many business publications from The Globe and Mail to Investment Executive.

In his spare time Brian can be found raising money for charity, on the golf course or spending quality time with his family.

Watch recording

Linkyoutu.be
Contact NameAleksandra Nikolovski
Contact EmailEmail hidden; Javascript is required.
Contact Phone(416) 322-6866