Dave Paterson specializes in providing independent research and due diligence on a number of different investment products including mutual funds, hedge funds and principal protected notes. In addition, Dave offers fully customized portfolio optimization solutions.
Dave has worked in the investment business for 15 years. He was awarded the Chartered Financial Analyst (CFA) designation in 2000 and holds a Bachelor of Commerce (Finance) degree from the University of Windsor. Prior to starting his own firm in 2002, Dave worked for a variety of Canadian mutual fund companies and money managers.
Using his knowledge, Dave has developed a unique and proprietary analytical approach which focuses on identifying mutual funds that have consistently delivered strong, risk adjusted returns on both an absolute and relative basis. Dave has also developed a fully customizable portfolio optimization process which focuses on creating efficient portfolios designed to deliver clients with the highest level of return for their risk comfort level.
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Jeff Cait, CFP, MBA, CLU, CHFC
Jeff Cait is one of Canada’s leading authorities in the development of wealth and risk management strategies. Using his analytical skills, Jeff works with affluent clients to accomplish a variety of insurance and financial planning goals, including retirement planning, estate conservation, wealth accumulation and risk management. Jeff plays a key role in the insurance planning process at Family Wealth Concepts. He provides succession and estate planning solutions for senior executives, business owners and families with significant wealth. He specializes in business continuation strategies, such as buy-sell funding, corporate owned policies and key person insurance.
Jeff completed an MBA (Finance & Marketing) at York University in 1981. He spent the next 10 years working for Prudential Assurance in Montreal and Kitchener. Most of the time was spent as a Life Product Manager but he also worked as a Pension Analyst, Savings Product Manager and a Group Benefits Consultant. He is currently Director of Tax & Estate Planning at IDC Financial, a Mississauga-based MGA.
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Barry Seltzer, B.A., LL.B., TEP
Barry Seltzer is considered one of Ontario’s leading experts in the areas of estate planning and estate administration. He is credited with having developed a unique, value-based multi-disciplinary approach for these areas of law.
Born and raised in Montreal, Barry attended Concordia University where he graduated with a Bachelor of Arts Degree. At the University of Montreal, Barry pursued a postgraduate degree in science. A concurrent interest in law drew him to McGill University where he received a Bachelor of Law degree graduating with honors. Barry completed the articling portion of his legal training in Toronto, where he was called to the Ontario Bar in 1981.
Barry is the author of the highly acclaimed book, “No One Should Have an Unplanned Death”, which is a clear, insightful guide to estate planning using his unique approach to this area of law.
A sought after media personality, Barry has appeared on Canada AM, Eye on Toronto, Breakfast Television and the Dini Petty Show. Barry is the former host of “Law, Lawyers and You” and “The Law Show” for Roger’s Cable and is a featured guest on City TV’s CP24 and Bravo. His expertise has led to hundreds of radio interviews from around the world.
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Howard Berglas, CA, BComm, TEP
Howard Berglas is a chartered accountant who has exclusively devoted his practice to income tax planning since 1985. He served as the senior tax partner of a mid-sized accounting firm in Montreal during the early 1990’s. In 1995, Howard moved to Toronto and together with Michael Cadesky formed what is today the largest independent accounting firm in Canada restricting its practice to taxation. In 2001, Howard formed his own company specializing in developing proprietary tax plans for high net worth individuals. In January, 2006, Howard founded Ber Tov Capital Corporation to provide tax planning techniques to Canada’s most philanthropic individuals and corporations. The cornerstone of Ber Tov’s activities revolve around its Flow-Through Charity Initiative, which has encouraged increased donations and has assisted charities in their fund raising efforts.
Howard’s duties at Ber Tov Capital include ensuring the tax compliance of the initiative, which has included the procurement of a tax ruling from Canada Revenue Agency. He also acts as a liason between donors, charities and their respective tax advisors to ensure maximum benefits are achieved as a result of the initiative.
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Peter Majthenyi, AMP, B. Econ.
Peter Majthenyi is recognized as one of Canada’s top Mortgage Planners. Based in Toronto, Peter has spent the past 20 years helping over 15,000 homeowners with their mortgage financing needs. He’s been finding the best mortgage value for years – through all kinds of markets. That experience has come in handy in today’s economic downturn as he is currently working with clients to boost cash flow, drive down debt, and build financial security for the future. By dealing with more than 50 lenders, including most of Canada’s major banks, Peter has the tools to build the best mortgage plans in today’s uncertain environment. He is currently Canada’s top mortgage planner with CIBC FirstLine and a member of Scotia Bank’s President’s Club.
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David Jamestee is a Chartered Accountant who has worked exclusively in public practice. He received his Honours Accounting Co-op degree from the University of Waterloo in 1989 and went on to obtain his Chartered Accountant designation in 1990.
Throughout his career David has focused on small to medium sized owner operated businesses in a wide range of industries. David enjoys working closely with business owners to help them achieve their goals and stresses to them the importance of working “on” their business instead of “in” it. This is especially important to new business owners who can easily get caught up in the administration of their business and lose sight of what’s most important – generating revenue.
David understands that no two clients are the same. As a result, he adapts his services to meet the individual needs of every clients. Integration of personal and corporate taxation is one of David’s many specialties and he emphasizes to his clients that it’s not what you earn that’s important, it’s what you keep.
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Normand Haas is the President & CEO of IBMG Canada Inc., a Toronto-based full service insurance brokerage with special expertise in both property and casualty insurance as well as financial planning. Normand has worked in the insurance industry for almost 35 years and has built a very successful practice of satisfied clients, including business owners, executives and entrepreneurs.
In January 2006, Normand had the privilege to be a founding partner of Insurance Brokers Marketing Group Canada Inc. In August, 2008 he acquired full ownership of the brokerage. It was subsequently rebranded as IBMG Canada Inc.
Because of his dedication to delivering excellent client service and his commitment to the insurance industry, Normand has received numerous awards for his dedication to sales excellence. This had led to many referrals from satisfied clients. He provides commercial and personal insurance, including life, disability, critical illness and employee benefits.
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