This program contains 45 minutes of Professionalism content and 2 hours of Substantive content.
Thursday, November 10th, 2022
Online via Zoom
9:00 am - 12:00 pm
Speakers:
Kerry Rizzo, CFP, CIM, FCSI, Senior Investment Advisor - BlueRidge Private Wealth Management
Lou-Anne Farrell, Counsel, Harrison Pensa LLP
Dawn Phillips-Brown, Madorin, Snyder LLP
Erin Naylor, Scott Petrie LLP
Co-chairs:
Lou-Anne Farrell, Harrison Pensa, LLP
Justin Newman, Harrison Pensa, LLP
Ian S. Wright, Ian S. Wright Law
Our 18th Annual Conference offers a full agenda with an incredible group of experts. The morning will include:
- A refresher on RDSPs, Henson Trusts and Disability Trusts
- A caselaw update with 4 cases being reviewed
- Documenting Your File & Production Request in Estate Planning from LawPro Preferred counsel
- New Estate forms and procedures - 2022 changes reviewed
- Q&A focussed on practice challenges and developments in the COVID pandemic recovery
*A 15-minute break is scheduled mid-morning.
Our Speakers:
Kerry Rizzo is a Chartered Investment Manager® and a Certified Financial Planner® professional as accredited by FP Canada who worked for a large bank owned firm and has since started her own firm BlueRidge Private Wealth under the Harbourfront Wealth banner. Kerry has adopted an innovative investment philosophy during her 24 years as an Investment Advisor. She believes in “disinheriting the CRA” for tax minimization strategies, using de-accumulation plans for retirement cash flow and wealth accumulation plans so you can work because you want to and not because you have to.
Kerry has continually upgraded her education, earning her CFP® designation and CIM® designation to become a Portfolio Manager. Additionally, she holds a licence for Life, Health and Accident and Sickness Insurance. She is also an active Board Member of the London Estate Planner’s Council, a Fellow of the Canadian Securities Institute, certified in Socially Responsible Investing and Alternatives and Hedge Fund strategies.
Kerry firmly believes that her clients’ interests are best served by continuous education on new strategies and innovative investments, including alternatives - private debt, private real estate and private equity. Focusing on absolute rates of return to maximize wealth accumulation while minimizing market downturns. Tactical and strategic market moves combined with a solid predictable foundation of proven investments. A financial planner at heart, Kerry loves to rework numbers and find the best plan tailored specifically to each client.
Speaking topics are varied but she has received recognition for her work with Women and Wealth, Portfolio Longevity, Registered Disability Plans and Henson Trusts in her financial advisory role.
This year, Kerry was voted by her clients Top 25 Advisor in Eastern Canada for her services. She has also been voted Wealth Professional Canada Advisor of the Year Excellence Awardee for Alternative Investments and Advisor of the Year for Responsible Investments by her peers.
Lou-Anne Farrell was called to the Ontario Bar in 1988 after graduating from the University of Western Ontario law school with distinction. She joined Harrison Pensa in April of 2022 after practicing for over 30 years at various firms in London Ontario.
Ms. Farrell practices in the area of estate litigation, including will challenges, spousal and dependent’s claims, removal of executors and contested estate audits, as well as Capacity litigation, including the appointment of guardians, and Breach of Trust claims. She also acts as a mediator in estate-related disputes. She has been recognized as a leader in her field by Lexpert and Best Lawyers.
Ms. Farrell is a former Chair of the Trusts and Estates Section of the Ontario Bar Association and has written and spoken frequently on issues related to Estate Litigation. She is a former Alternate Chair of the Ontario Review Board, the tribunal which conducts annual reviews of persons found not criminally responsible for criminal offences by reason of a mental disorder. She has also been on the boards of several community organizations in London. She is a Past President of the Board of Ronald McDonald House Charities of Southwestern Ontario and an Honorary Director of the Children’s Health Foundation.
Dawn Phillips-Brown is a litigation partner with the law firm of Madorin, Snyder LLP in Kitchener, Ontario. Dawn has a wealth of experience as preferred counsel in professional negligence matters and insurance defence work. She also maintains a large estate litigation practice. Much of her practice includes investigating and advising lawyers on issues of practice management in the context of Will drafting, estate administration and Powers of Attorney. Dawn attended Brock University for her undergraduate studies and attended Western for Law School. She articled with Madorin, Snyder LLP and has practiced at that firm since her call to the bar in 2009.
Erin M. Naylor is a wills, estates and corporate lawyer. Her practice focuses on estate and succession planning and estate administration. Erin assists individuals and families with a wide range of planning, including business succession, providing for family members with disabilities, and blended families. She also works with families during the difficult times prior to and after the death of a loved one, and throughout the administration of estates and trusts.
Erin is a member of the Board of Directors of the London Community Foundation. She graduated from the University of Western Ontario Law School in 2009 and was admitted to the Ontario Bar in 2010. During her time at Western Law, Erin was coordinator of the UWO chapter of Pro Bono Students Canada, a caseworker with the Community Legal Services legal clinic, and an intern with the Dispute Resolution Centre.
If you have any questions about this program, please email Tracy Fawdry, Executive Director of the Middlesex Law Association at cle@middlaw.on.ca.
Terms & Conditions: By registering for this program, I acknowledge that my email address will be used to invite me to this Zoom CPD and will be facilitated by the Middlesex Law Association. We will take reasonable steps to ensure the security of the CPD program on Zoom (see Zoom’s terms & conditions.)
Refund Policy: The Middlesex Law Association will refund the registration fee + HST if cancellation is received TWO business days before the CPD program.
Registration: Register online then payment can be made online, via e-transfer, or by cheque. If paying by e-transfer, please e-transfer the total amount above to library@middlaw.on.ca using the security code: CPD2022WILLSCONF (case sensitive). If you have trouble with the e-transfer, please email us.
Accessibility: If you have any accessibility requirements, please let us know and we will accommodate you.
This organization has been approved as an Accredited Provider of Professionalism Content by the Law Society of Ontario.
