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Events

Please let us know if any of our seminars interest you.


Joint Seminar with Patterson Dental on October 26th

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Patterson Dental and McLarty & Co are hosting a seminar the evening of October 26th. McLarty & Co will be sharing their expertise with dentists’ financial issues to discuss: the return on investment from CEREC technology; HST; incorporation’s benefits; and salaries and dividends. If you are interested in attending please email (JavaScript must be enabled to view this email address).

Bob Gorman, Chief Portfolio Strategist at TD Waterhouse, Is Our Keynote Speaker

On Tuesday, November 1st Bob Gorman, TD Waterhouse’s Chief Portfolio Strategist (and Ottawa native) will be discussing his investment outlook for 2012 at a McLarty & Co wealth management seminar. McLarty & Co’s approach to wealth management emphasizes financial planning and portfolio management that is integrated with tax, estate, insurance and business planning.

If you may be interested in attending please contact Sue Fagnan, BCom or Ross McShane, CGA, CFP, RFP at 613-726-1010 or info@mclartyco.ca for more details about the seminar.

Succession Planning Seminar with Guest Speaker Tom Deans, PhD

On Tuesday, November 2, 2010, Tom Deans, the author of Every Family’s Business, will share his enlightening, engaging and entertaining views on succession planning at a seminar co-sponsored by TD Financial Group. Tom Deans is well known for questioning the traditional approach to succession planning in family-owned businesses. To read a recent review of this book on Canadian Business Online by Larry MacDonald, please click here. Clients and adult family members interested in attending are welcome to call or email us (613-726-1010 or info@mclartyco.ca) for more details about the seminar.

Seminar on Investing in Commercial Property in the US

Gregory Sanders, LLB, CA of Perley-Robertson, Hill and McDougall, LLP and the McLarty & Co Director of Taxation Services will discuss various topics related to investing in commercial property in the U.S. including ownership options, estate planning, and U.S and Canadian tax considerations. The seminar will be held at the Royal Ottawa Golf Club. For more information, please contact Kaicy Yang, at (JavaScript must be enabled to view this email address)or 613-726-1010, extension 277.

Seminar on Purchasing Personal Use Property in the US

Gregory Sanders, LLB, CA of Perley-Robertson, Hill and McDougall, LLP and the McLarty & Co Director of Taxation Services will discuss various topics related to purchasing personal use property in the U.S. including ownership options, estate planning, and estate and other U.S. taxes on the sale of property. The seminar will be held at the Royal Ottawa Golf Club. For more information, please contact Kaicy Yang, at (JavaScript must be enabled to view this email address)or 613-726-1010, extension 277.

Seminar for Incorporated Health Professionals

After light refreshments, the McLarty & Co Director of Taxation Services and Ross McShane, CGA, CFP, RFP will discuss tax and financial planning for incorporated professionals. The seminar will be held at our offices at 495 Richmond Road. For more information, please contact Sue Fagnan, at (JavaScript must be enabled to view this email address)or (613) 726-1010, extension 267.

Seminar for Unincorporated Health Professionals

After refreshments, the McLarty & Co Director of Taxation Services and Ross McShane, CGA, CFP, RFP will discuss tax planning and financial planning. The seminar will be held at the Royal Ottawa Golf Club. For more information, please contact Sue Fagnan, at (JavaScript must be enabled to view this email address)or 726-1010, extension 267.

Seminar for Incorporated Health Professionals

After refreshments, the McLarty & Co Director of Taxation Services and Ross McShane, CGA, CFP, RFP will discuss tax planning and tax-efficient wealth accumulation. The seminar will be held at the Royal Ottawa Golf Club. For more information, please contact Sue Fagnan, at (JavaScript must be enabled to view this email address)or 726-1010, extension 267.

Fifth Annual Car Dealer Secretary/Treasurer Meeting

Our guest speakers include Don Smith, CA who will be joining us from the MacKay Network to provide updates on the latest trends in the auto dealer business; Kevin Coon, LLB of Baker & McKenzie LLP in Toronto, who will make a presentation on labour relations; and Richard Kluska, TEP from IP Strategies who will discuss how to assess insurance policies. The seminar will be held at the Royal Ottawa Golf Club.

Kevin Goheen to moderate capital session at the BioNorth Conference

Kevin Goheen will be moderating a panel of investors who finance companies in the emerging CleanTech sector. CleanTech sector companies are focused on displacing products and processes with high negative environmental impacts. The BioNorth conference will be held over two days at the Ottawa Conference Centre.