Expanding Your Capital Raise – Accessing Additional Funds!

An interactive session where you will learn from hands-on experts that live and work on the front lines.

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

Our Speakers

Naveen Nand

  • CEO, Founder WalletCard
  • Sharing his experience in expanding his capital raise options

Alison Alfers

  • 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


Nov 11 2019


12:00 PM - 01:30 PM

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