About
Elevate your expertise in business succession planning with our "Beyond the Transaction" presentation. Through case studies, gain the knowledge and tools to identify optimal solutions, navigate potential pitfalls, and secure lasting legacies for your clients. With this knowledge, you can confidently optimize client outcomes, protect business value, and ensure successful transitions – solidifying your role as a trusted advisor.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until April 25, 2025.
Presenter
1738091637-860e50dfd1a29463
Alexandre Papale, B.Sc., LLB
Director, Tax, Retirement & Estate Planning Services, B.Sc; LLB
Alexandre is a well-regarded Tax and Estate Planning Specialist with a sought-after ability to analyse and articulate complex matters. As a lifelong learner, he completed graduate studies in both tax law and business law. His background in business, tax and estate planning allows him to provide integrative advice and comprehensive solutions to problems faced by Canadian residents and business owners. Alexandre has held various seminars for professionals to raise awareness of tax planning issues, challenges and opportunities. He is also an active member of the Canadian Tax Foundation as a reviewer of the Quebec articles in the Canadian Tax Focus, a national publication in which he has published articles.
Register To Watch Recording
First Name*
Last Name*
Email Address*
Phone*
City*
Province*
MGA or Dealer (if applicable)*
Advisor code*
CIPR# for Alberta
I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
If you don’t receive your registration confirmation email within 10-15 minutes, please check your junk / spam folder.
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.