Course content

    1. Chris Delaney's Presentation

    2. John Mill's Presentation

    1. Chris Delaney's Recording

    2. John Mill's Recording

About this course

  • $59.00
  • 2 CPD hours
  • November 5, 2020

Course Description

The following topics will be covered during this event:

1. Advanced Succession Planning - Inter-generational Wealth

Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA

2. Small Business Management Buyouts

Speaker: John Mill, LL.M. of MBO Coach

Instructor(s)

Chris Delaney

Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is also a Podcaster, Professional Speaker, Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, and Intergenerational Family Wealth Strategist. From 2004 to 2018 he worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans.

In 2015, Chris completed the Family Enterprise Advisor Program through the Institute of Family Enterprise Advisors (IFEA). He has also undertaken the CICA In-Depth 1 & 2 and the Owner Manager program from 2006 to 2009. He is the past-Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP). Chris has most recently become a member of Canadian Association of Farm Advisors (CAFA).

His book, The Naked Opus, was released in August 2018 across Canada in Chapters/Indigo stores and online from Amazon.

Chris is also the founder and host of the Podcast “Inception Family Wealth Hour” available on Apple Podcasts, Google Podcasts and Spotify. The show has weekly episodes that explore the “What ifs?” of estate planning and family enterprise wealth transition featuring thought leaders, authors, lawyers, tax advisors, insurance professionals and many other subject matter experts on the topic.

John Mill

John is a certified Digital Adoption Grant Specialist. He practiced tax litigation for 25 years. For the last eight years John has worked exclusively in business value creation (10x-ing). Taking value creation to the next step in 2022, John obtained a Certification allowing him to work with SME clients and file grant applications and conduct ongoing digital adoption reviews.