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BC Chapter Event - Tax Strategies for High Net Worth Clients
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 Export to Your Calendar 2019-04-30
When: Tuesday, April 30, 2019
11:30 AM
Where: Computershare - Sydney/Melbourne Boardroom
510 Burrard Street, 3rd Floor V6C 3B9
Vancouver, British Columbia  V6C 3B9
Canada


Online registration is available until: 2019-04-30
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 Marilyn deRooy

 

Obsidian’s CFO and resident tax specialist, Marilyn has 30 years of experience advising clients on issues relating to corporate restructuring, trusts, wealth preservation, business succession, tax and estate planning.

Marilyn ensures that the business owner and their family needs are integrated and individualized for their particular circumstances resulting in increased tax efficiencies, clarity and peace of mind.


Marilyn holds a Chartered Professional Accountant, CA, designation as well as Certified Financial Planner, Chartered Life Underwriter and Registered Trust and Estate Practitioner designations and is a member of the Canadian Tax Foundation, Advocis and the Conference for Advanced Life Underwriters (CALU)

 

Marilyn is also the Best Selling Author of Paying Too Much Tax: A Business Owner’s Guide to Corporate Structures and Saving Tax.

 

 

Marilyn deRooy, CPA, CA, CFP, CLU, TEP

marilyn@obsidianadvisorygroup.com

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