Seminar Series

PEOSC is organizing a seminar as part of its goal to help members to achieve a better career and provide additional information through seminars.

TOPICTax and Financial Planning for Engineers


(i) Randall Bartlett, CFA Senior Economist at TD Economics

(ii) Shelley Smith PFP, Financial Planner at TD Wealth

(iii) Derek Wagar, CPA, CGA Tax Partner at Fuller Landau LLP


WHERE:  Delta Toronto East, 2035 Kennedy Rd, Scarborough. Follow here for MAP

WHEN:  May 7, 2015 Thursday, 6:30 - 9:00 pm




6:30 PM Networking/Refreshments
7:00 PM Welcome and Introduction
7:10 PM  Economic Outlook by TD Economist  
7:30 PM Fuller Landau Service Overview
7:45 PM TD Wealth Service Overview
8:00 PM Breakout Sessions:
Group A:  Tax planning for self-employed engineers and business owners
Group B:  Financial planning for individuals and families


About the Presenters:

(i) Randall Bartlett CFA: Randall Bartlett joined TD Economics in 2014. Prior to coming to TD, Randall worked as an economic advisor with the Office of the Parliamentary Budget Officer and senior economist with the federal Department of Finance. He holds an Honours Bachelor of Arts degree in Mathematical Economics from the University of Guelph, a Master of Arts degree in Economics from the University of Toronto, and is a Chartered Financial Analyst (CFA) charter holder.  

 Randall’s chief responsibilities include analyzing the Canadian economy as well as federal fiscal analysis. As a Senior Economist, Randall regularly provides economic commentary to the media. He also frequently travels across North America to give presentations to TD clients, business units, and external organizations.  

(ii) Shelley Smith, PFP: Shelley Smith joined TD in 1999. She has over 15 years of experience, with a broad spectrum of knowledge that spans from Retail Banking to Wealth Management. As a Financial Planner, she works with clients to understand what’s important to them, uncover their plans for the future, and develop a personal strategy to help them get where they want to be. Shelley has been featured on the Business News Network, and multiple print publications including the Toronto Star, Vancouver and Ottawa Sun, and the Sing Tao Daily.  

(iii) Derek Wagar, CPA, CGA: Derek is a partner in Fuller Landau’s Tax practice. He has been a Canadian income tax professional since 1999, providing taxation strategy and planning, and compliance services for a wide range of clients. He offers specialized advice on reorganizations, trusts and estate planning, corporate acquisitions and disposals, corporate tax due diligence, cross border tax issues, and tax minimization strategies. Derek advises high net-worth individuals, small and mid-sized owner-managed companies and other private companies.

Synopsis of the Topic: 

i) Economic Outlook by TD Economist- The changing economic landscape is one of cross currents. While the U.S. economy is exhibiting marked strength and global growth is expected to accelerate in 2015 and 2016, lower oil prices will weigh on the Canadian economy. Please join Randall as he discusses Canadian economic growth prospects, the demand for Canada's goods and services abroad, interest rates and where they are headed, commodity prices and the Canadian dollar, and an outlook on the Canadian real estate market.  

ii) Fuller Landau Service Overview - Derek Wagar from Fuller Landau will present on how business owners and self-employed professionals can keep more money in their pockets today by paying less tax (legally and ethically), as well as discuss advanced tax planning strategies to preserve wealth in the future.  

iii) TD Wealth Service Overview - Financial Planning is more than a set of tactics, it's a process that determines how you can best meet your life goals through the proper management of your financial affairs. Please join Shelley as she reviews the 6 steps necessary in creating a wealth strategy that fits your unique goals and needs.

Venue and refreshments are sponsored by TD Canada Trust.

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