Our meeting will start at 7:00 pm and doors will open at 6:45 pm and end by 10pm.

Next Meeting: December 11th, 2024 at 7:00 pm

Location: Abilities Centre Theatre – 55 Gordon St, Whitby, ON L1N 0J2

Cost:$100 per person at the door for non-members or choose a membership option.

Location Context: Our new meeting location is at the Second Floor Theatre Room overlooking the track at the Abilities Centre.  If you go to the front besk of the Abilities Centre they will walk you there.  Or simply follow the ramp up and you will walk past the Theatre. The parking lot is located on the West Side of the building along Gordon Street.

Before the meeting:
1. Bring business cards andprepare for networking at the end of the meeting.

2. Property deal sheet for 2min for members with a gift to members.

Agenda for the Evening:

* Introductions and Durham Updates

*Spotlight Speaker – Quentin D’Souza – Planning for a Successful 2025

* Keynote Speaker – Vijay Stevens  – Corporations, Partnerships, Co-Ownership in Real Estate Projects (As well as tax rule updates)

* Keynote Speaker – Nathan Clarke – Why Fixed Rates Don’t Drop With Bank Of Canada Rate Changes

* Wrap-up and Burning Questions

* Networking and Developing Your Power Team

Speaker Showcase:

Vijay Stevens is a highly qualified tax professional with extensive experience in asset management and corporate taxation.

Currently serving as a Specialty Tax, Senior Manager at MNP LLP, Vijay brings a wealth of expertise to his role, particularly in tax compliance, consulting, and strategic planning for Canadian Controlled Private Corporations (CCPCs) and owner-managers.

With a career spanning prominent firms such as PwC and KPMG, Vijay has excelled at managing complex tax engagements, and providing valuable insights to his clients.

Vijay is a Chartered Professional Accountant (CPA) and has completed the CPA In-depth Tax Course and holds a degree in Applied Mathematics.

Nathan Clarke has spent about 10 years in the industry. First starting at an insurance company and then quickly discovering that financial planning was what he was meant to be doing. Nathan is now a Certified Financial Planner who works mostly with lawyers, IT professionals, and business owners focusing on corporate-based financial planning solutions.

At MCO Private Wealth, we are looking to disrupt the industry for all Canadians. To make sure clients are paying appropriate amounts for what they are getting and providing all our clients with a financial plan.

In his spare time, Nathan enjoys road biking, billiards, and E-sports. Nathan also spends a lot of time with his dog, cookie.