October 14, 2025

October 14, 2025

12 pm – 1:15 pm

1:15 pm – 2:30 pm

Register

Topic 1: The power of the contract – segregated fund case studies

Topic 2: Discovering Opportunities in Financial Statements

CE Credit Eligible

October 14, 2025

Time:

12 pm – 1:15 pm

This presentation reviews the tax reporting rules surrounding trusts and shows how a properly structured segregated fund contract could be a viable alternative. Using case studies, the presentation also looks at different ways to structure a segregated fund contract to meet clients’ unique wealth transfer needs.

Dan Price, CPA, CA

Director of Advanced Planning | Chairman of the Board - Kelowna Chamber of Commerce | Tax and Estate Planning | Financial Planning | Dallas Cowboys fan

Region: Western Canada

I truly believe that my calling in life is to use my knowledge of business and finance to help others achieve their goals. By asking “what keeps you up at night”, conversatons are started, and solutions are generated. I love the feeling when someone tells you have made a difference, it is my motivaton! I have a bachelor’s degree in politcal science (it’s true) from the University of Lethbridge and followed that up by getting my Chartered Accountant designaton in 2002. After articling at KPMG, I was lucky enough to work for a large and extremely well-run home builder in Calgary, where I learned that truly knowing your costs is of upmost importance. From there, family brought me to Kelowna, where I took on the role of CFO at a well-established and growing construction company with a sizeable land and housing division. My idols in business are those that love what they do and have fun at work. If you are happy at home and happy at work, you are winning at life. Just ask Sammy Hagar how his life is going? I recommend his book - it was a game changer for me. When I am not at work, I can be found playing cards with friends or spending time with my family on the golf course or at the campground. I am a true sports nut and am a diehard follower of the Dallas Cowboys and Edmonton Oilers (which has been trying for the last 20 years or so). I love a good strong coffee in the morning so business meetings at coffee shops are great for me. I am a very personable individual, so if you ever want to talk sports, business or analytics, send me a message!

Accreditation

Accreditation details coming soon!

October 14, 2025

Time:

1:15 pm – 2:30 pm

The presentation is a comprehensive review of a private company’s financial statements. It includes case studies to demonstrate what the various numbers in the statements mean and how advisors can find insurance opportunities in the statements. The presentation provides the necessary guidance to advisors on how to read a set of financial statements.

Amir Pourzakikhani

Amir Pourzakikhani's background is in accounting and taxation. He is a graduate of the University of Waterloo’s taxation program. Amir worked at Deloitte and MNP in Toronto and spent several years at Canada Life. He has 10+ years of tax experience primarily focused on planning for private companies and their shareholders, owner-managers, and high-net worth individuals.

Accreditation

N/A