We’re raising a glass to the start of our 2025 - 2026 year with an evening that blends connection, conversation, and crucial insights for the future.

Join us for a relaxed Wine & Cheese Social as we kick off a new season of programming with an engaging session on estate planning for family business leaders. Whether you're beginning the process or refining an existing plan, this event offers a welcoming space to learn, ask questions, and connect with fellow members.

With thanks to our Advisors from CIBC Private Wealth, we'll explore how to:

• Protect your assets

• Preserve your legacy for your heirs or chosen causes

• Ensure your estate is distributed in line with your wishes

Experienced estate advisor Kate Ross will guide us through key tools; such as wills, powers of attorney, joint ownership, trusts, and charitable giving, and highlight how a customized estate plan can support your family and business goals.

Who should attend: Founders, first-generation family business leaders, and anyone looking to build a strong foundation for their legacy.

Let’s toast to thoughtful planning and a strong start to the year ahead!

MEET OUR HOSTS:

Kate Ross, B.A., J.D., Senior Trust and Estate Consultant

As a Senior Trust and Estate Consultant, Kate believes that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. For complex estate and trust issues, Kate can draw on the expertise of her CIBC partners, recommend external professionals and help develop solutions and coordinate communication.

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. Kate and her team have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most.

Kuda Ndadzungira, MBA, Manager, Commercial Banking

A dedicated and client-focused Commercial Banking Relationship Manager, Kuda brings expertise in developing end-to-end financial solutions tailored to small-medium size businesses. With a foundation in business development, credit risk management, and financial analysis she specializes in helping companies manage cash flow, mitigate risk, and finance growth.

Drawing on years of experience in commercial banking and an understanding of complex credit needs (typically ranging from $1M-$10M), Kuda serves as a trusted advisor to clients by delivering timely, strategic advice and flexible business solutions. Passionate about building long-term relationships she is committed to delivering best-in-class service and contributing to the success of both clients and the broader community.

Please note: when registering for one of our events, you are agreeing to be a part of our general email list. We never publish, rent or sell our list and you can unsubscribe anytime by following the instructions at the bottom of any email from us. Purchased tickets can be issued a refund given 72 hours of notice. If you have any questions, please contact: info@familybusinessatlantic.ca