AMT Impact on High Net Worth Donors and Other Noteworthy Strategies for Donors

Special Thanks to our Season Sponsor:

Canada Life

Special Thanks to our Event Sponsors:

Blackwood Family Enterprise Services

CPA Manitoba Foundation

Entrust Financial

Fillmore Riley LLP

GiftPact Foundation

Janzen Wealth Management Group of RBC Dominion Securities

ONYX Financial

The Winnipeg Foundation

Tradition Law

United Way Winnipeg

Presenter: DeWayne Osborn, CPA, CGA, CFP®

Vice-President, Chief Compliance Officer and Head of Philanthropic Services

Prior to joining the firm in 2017, DeWayne worked for 16 years at Lawton Partners, most recently as their Chief Compliance Officer.  DeWayne is one of Canada’s leading authorities on planned giving. DeWayne’s Certified Financial Planner®, Chartered Professional Accountant (CPA), and Certified General Accountant (CGA) professional designations and over 20 years of advising donors on making significant gifts and starting up their own charitable foundations, have made DeWayne a highly sought-after public speaker and consultant. In 2011, DeWayne received the Canadian Association of Gift Planners highest award – Friend of CAGP, and was also selected as the inaugural recipient for the Manitoba Chapter’s Friend of CAGP. In 2003, DeWayne received the Certified General Accountants Association of Manitoba’s Sharing Expertise Award.