Sep 24, 2025

Location 1, Hunt Club RoadOttawa, K1V 1B9
Register

Ottawa M&A Club : Lunch meeting

Join our business owner planning and high-net-worth wealth management professionals for this private event.

Enjoy a delicious lunch and an informative discussion about these key topics:

  • The ideal tax-exempt account for retained earnings
  • An elegant solution to our most vexing investment problems
  • Round table discussion with our business owner planning specialists
  • Ask the experts questions on tax, estate planning, financing, exit planning and more

 

️Hosted by:
Michael Kirkpatrick, BSc., CFP, CHS, CIM, CLU, FEA, FMA, TEP
Senior Portfolio Manager
RBC Dominion Securities

⭐️Panelists:
Sarwar Qureshi
Partner
Paterson & Company

Jennifer McMullan
Director, Senior Commercial Markets
RBC Royal Bank of Canada

Vladimir Nikitin
Lawyer
Pearly-Robertson

Dilip Raj
Director
Welch Capital
 



Infos : 

Location: Ottawa Hunt & Golf Club, 1 Hunt Club Road, Ottawa, ON
Date: Sept 24th
Time : From 11:30am to 1:30pm.

Hope to see you there !

The meeting time is : 

11:30 AM - 1:30 PM MDT