DSDLAB

SPEAKER SPOTLIGHT

THE AURUM GROUP STUDY CLUB

Donna Ho-Falloon

Navigating & Understanding Wealth Protection Options

3 CE Points

Navigating, understanding and wealth protection options considering the current Federal taxation changes affecting Professional Corporations. 

GGFL Chartered Professional Accountants will be dealing with the articles of legislation and their impact from an accounting standpoint on their professional corps, whereas ProCorp Financial will offer suggestions to consider for wealth protection and estate planning that will work under the proposed changes in the Federal tax law.  

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Donna Ho-Falloon My expertise is in tax planning for medical and other healthcare professionals. As the leader of the GGFL medical team, along with Hugh Faloon, the majority of my clients are doctors and dentists; however, I also work with other private business owners. What sets us apart from other firms are the value added services we provide as professionals and the personal relationships we build with our clients. That is why most of our clients have trusted us for decades, and the majority of new clients come from referrals.  


Co-Presenters

GGFL Chartered Professional Accountants

Chad Saikaley

I specialize in tax, estate planning, and corporate reorganizations. I work with a diverse client base and provide a wide variety of services to businesses and business-owners in countless industries. I enjoy getting to know my clients and their business well so that I truly understand their needs and challenges. This ultimately enables me to provide tailored service and sound strategic advice.  

Pro-Corp Financial 

Hugh Doyle

Originally from Ireland, Hugh is a graduate of the University College of Dublin where he studied Insurance and Financial Planning and received the Qualified Financial Advisor (QFA) designation. He built, owned and operated a thriving company that offered insurance plans and financial solutions for high net worth clients. Seven years later, Hugh immigrated to Canada. Within a year, with his ability and dedication to nurturing connections and introducing quality people to each other, he built extensive networks in Ottawa, Toronto and Montreal. He founded ProCorp to address the need he saw in the Canadian market to serve professionals.