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The Architecture of Wealth: Strategies for Tax Mitigation. Wealth isn’t just about growth, it’s about safeguarding your assets. Derrick Abraham and Ron Haik, Wealth Advisors from Nicola Wealth, broke down the current economic landscape and its impact on businesses and individuals. Economic uncertainty and rising tariffs can disrupt wealth, but strategic planning ensures your financial security—whether you're managing cross-border assets, moving assets to Canada, navigating Canadian tax regulations as a dual citizen, or making key inheritance decisions. Please find the slides attached. Thank you Ron and Derrick for a great event and for the complimentary food and beverages
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AAGEF Ontario event brought us together to explore one of today’s most relevant topics: the intersection of business and politics. With an insightful introduction by Thomas Chanzy (Canada Development Investment Corporation (CDEV)) and a thought-provoking presentation by Ken Chan (Optimus SBR , ESCP Business School ), we dove deep into how businesses navigate policy and strategy in Canada Key takeaways from the discussion: ✅ Lobbying isn’t a dirty word—it’s about engagement, education, and alignment between businesses and policymakers. ✅ Canadian companies must be proactive in advocating for policies that support innovation, economic growth, and competitive advantage. ✅ Relationships matter. Business leaders who build trust with government officials are more likely to influence meaningful change. This session, based on an ESCP Business School study with insights from 35 business leaders and 30 policymakers, highlighted the strategic importance of public affairs in today’s shifting global landscape. Presentation below
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