MODERATORHoward Johnson, Managing Director, Veracap M&A International Inc.

PANELRobin Goodman, Vice President, Insurance, Trust and Estate Planning,

RBC Wealth Management Financial Services Inc.James Kraft, Vice President and Head of Business Advisory and Succession Planning,

BMO Wealth ManagementJacoline Loewen, Director, UBS Investment Management Canada Inc.

CAN YOU AFFORD TO SELL? STRATEGIES FOR WEALTH MANAGEMENT & PRESERVATION

AFTER A TRANSACTION

QUESTION 1

When do I know I can afford to sell?

How do I ensure that wealth survives

the next generation?

QUESTION 2

How does life insurance fit into my

wealth management plans?

QUESTION 3

The Big Idea for Wealth Preservation

QUESTION 4

Questions??????