SUCCESS IN
SASKATCHEWAN 2014
Financial Management & Succession Planning for
Business Owners and Farm Families
Suitable for those with a net worth of $I million
or greater and/or investable assets of
FRIDAY, NOVEMBER 14TH, 2014 8:30AM - 3:00PM
250K+
Prairieland Exhibition Park, Hall A Saskatoon
Registration Info, Includes Buffet Breakfast & Lunch $25
Your hosts, Kevin Hegedus & Kevin Haakensen, Portfolio Managers, Prairie Wealth
Management of Hollis Wealth, a division of Scotia Capital Inc., are Saskatchewan’s
foremost experts on Investment Management, Financial Planning & Transition/Sale
Strategies for farm families and business owners. Their team helps you make the most
of the assets you’ve worked a lifetime to accumulate!
Morning Presentations
Kevin and Kevin: Cultivating Future Wealth
Less than 3% of all investment advisors in
Canada today are Portfolio Managers. Discover
how you can beneﬁt from Personalized
Financial Planning & Discretionary Wealth
Management.
Learn how to:
• invest wisely in turbulent times;
• protect your family & your business;
• extract tax-free dividends from your
corporation.
Rob Kochel: The New Retirementality
The face of retirement is changing! People are
looking at retirement as a beginning, not an
end. An entire generation is interested in their
ability to pursue their own dreams and goals,
at their own pace, and on their own terms.
As they look forward, many people ask three
basic questions about their retirement:
What will my retirement look like? When will
it happen? How do I get there?
Rob will give you some innovative ways to
look at those Questions.
EVENT HOSTED BY
Kevin Haakensen & Kevin Hegedus
CIM, FMA, FCSI, CFA, BComm,
Portfolio Manager,
Scotia Capital Inc., Insurance
Advisor - HollisWealth
Insurance Agency Ltd.
CFP®, CIM,
Portfolio Manager,
Scotia Capital Inc.,
Insurance Advisor HollisWealth Insurance
Agency Ltd.
KEYNOTE SPEAKER
Plus
• Take a look at what retirement used to
mean
• Learn exactly what “The New
Retirementality” is
Rob
Kochel
Vice President,
Invesco Consulting
• Begin to envision what your retirement may
look like with our exclusive “Vision Cards”
• Learn the 5 “Vitamin C’s” of successful aging
• Begin to prioritize your retirement needs
• Connect your savings goals with your future
vision
Call 800-652-7472 (24 hours) (306) 975-9500
or register at www.prairiewealthmanagement.com. Must register to attend.
HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of
Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by
HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under
license. Prairie Wealth Management is a personal trade name of Kevin Hegedus & Kevin Haakensen.
*Important information about ﬂow-through limited partnerships is contained in their relevant Prospectus / Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.
1016 8th Street East, Saskatoon, SK S7H 0R9
Paul Martin: Success through Succession
Every business will be sold: either by the owner or the estate. Twelve thousand Saskatchewan
enterprises will change hands in the next decade as the boomers head into retirement in
earnest. With that much inventory hitting the market at the same time, someone is bound to
lose out. Don’t be left behind!
Paul Martin, Saskatchewan’s leading business commentator, examines the issue of succession
in this province and the steps business owners should be exploring in their role as business
operators.
GUEST SPEAKER
Paul
Martin
Saskatchewan’s
Leading Business
Commentator
Harold Empy: Just in Case
GUEST SPEAKER
Harold, a retired executive with Federated Co-op, will share his story and the manual that he
and his late wife Betty created, that outlines many questions individuals and couples need to
deal with….just in case… something happens. Harold will be introduced by the Saskatoon
Community Foundation.
Harold
Empey
Afternoon Presentations
Kevin Hursh: On-Farm Financial Strategies
The most highly-respected agricultural journalist and broadcaster in Saskatchewan
On-Farm Financial Strategies
• Grain markets and marketing strategies
• Vision and objectives for your farm
• Fertilizer purchasing decisions
• New risk management options
Global Ag Risk Solutions:
Production Cost InsuranceYou’ve Never Really Been Insured, Until Now.
Learn about a multi-peril product that insures your input costs plus revenue and is designed
with every farmer in mind.
Farmers of North America:
Maximizing Farm Proﬁtability
Farmers of North America’s (FNA) mandate for its Members is to identify and execute
on opportunities which allow them to increase both the efﬁciency and effectiveness of
their farming activities, as well as vertically integrate their agribusiness, all with the view to
maximizing farmer proﬁtability.
Join FNA and learn more about their proposal for a farmer-owned grain handling and fertilizer
distribution business. Learn the beneﬁts of capturing margins in farm-used associated
businesses.
GUEST SPEAKER
Kevin
Hursh
PAg, CAC, Hursh
Consulting and
Communications, Inc
GUEST SPEAKER
Mark
Gottselig
Global Ag Risk
Solutions
GUEST SPEAKER
Farmers of
North America
Thank you FNA for sponsoring lunch
for our guests!
Call 800-652-7472 (24 hours) (306) 975-9500
or register at www.prairiewealthmanagement.com. Must register to attend.
HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of
Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products
provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova
Scotia, used under license. Prairie Wealth Management is a personal trade name of Kevin Hegedus & Kevin Haakensen.
*Important information about ﬂow-through limited partnerships is contained in their relevant Prospectus / Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.
1016 8th Street East, Saskatoon, SK S7H 0R9