Expanding Your Options for Capital: learn about how to make the capital raise into your private company eligible to take in funds that are from your investors' TFSA and RRSP accounts [Seating is limited]
Some of the Things You Will Learn
How this works. Is your company a good fit for this? What can you expect when you do this? How to be prepared and ready for this process. What does this mean to your investors? This is for you if you are a Founder or Executive of a startup, or about to create a startup
President and CEO of Western Pacific Trust Has extensive experience spanning more than 30 years in a range of businesses within the financial services industry, including insurance, mutual fund dealership and real estate investment, as well as in the oil and gas industry Served in senior officer and director roles for a number of public and private companies Served on the Board of Directors of the Private Capital Markets Association for five years, Alison is the Vice-President of the BC Chapter of the PCMA. Steven Yougman
Director, Trusts for Western Pacific Trust Company More than 30 years of experience in the tax field and in structuring businesses, including having run a successful tax law practice for many years. Responsible for approving the eligibility of private securities to be held in self-administered registered plans at Western Pacific Trust Company. Steve also provides assistance to prospective issuers/founders and their advisors as to RRSP/TFSA eligibility matters Special Guest Speaker - to be announced
coLabs Okanagan 1405 Saint Paul Street, #201 Kelowna
To increase the number of technology companies that start and grow in the Okanagan
We do this in two ways:
1. Helping to develop and support a vibrant entrepreneurial, creative and innovative technology community.
Our community ranges from students and aspiring entrepreneurs to startups and early stage companies; as well as established technology companies and the wide range of service providers who are critical to our industry
Our objective is to encourage people to start and grow technology companies!
2. Offering programs that support entrepreneurs and technology companies looking to start, accelerate and grow.
These programs combine elements such as needs assessments, hands on coaching, mentorship, and access to world class expertise - including connections provincially, nationally and internationally.
Our objective is to help entrepreneurs and companies accelerate their growth and maximize their opportunity