Upcoming Events

The Canada-UK Chamber of Commerce cordially invites you to a networking event

Tax, FX and Financial Planning Evening

with guest speakers

   5 March speakers1jpg

Edward J O Wilson  Principal, Wilson Wealth Advisory

        Prem Raja Head of the Private Client division, Currencies 4 You

    Wayne Bewick Partner, Trowbridge Professional Corp
                     

 

Tuesday 5 March 2019

Quebec Government Office in London
59 Pall Mall, London SW1Y 5JH
 

This event will include:
 
  • Outlook for the CAD/£ exchange rate & Methods of transferring money between the two countries
  • With the Canadian Dollar significantly stronger than this time last year, now is the perfect time for dollar sellers to secure favourable rates into the future
  • Likewise, Canadian Dollar buyers can minimise their losses by putting a currency strategy in place
  • Canadian residency for tax purposes & Canadian filing and reporting requirements
  • Financial and tax planning for Canadian expats, either departing Canada or arriving in Canada
  • Ownership of property in Canada & the tax implications for Canadian non-residents
  • Tax implications for the ownership of investments in Canada & abroad for Canadian non-residents
  • Tax implications of moving back or to Canada and the implications of having assets in the UK
  • Questions about other expatriate financial planning and tax issues will be answered
 
18:00 - 18:40     Welcome drinks & registration
18:40 - 19:30   Presentations & Q&A
19:30 - 20:30     Networking 
 
 
Members: Free                         Non Members: £25 inc VAT

      WilsonWealthBeige   Trowbridge logo currencies  4 you logo 

Speakers

 

Edward J O Wilson 20181101taxeveningpicture

Edward J O Wilson
Principal
Wilson Wealth Advisory
www.edwardjowilson.co.uk

Ted Wilson’s career started with five years as a corporate and securities solicitor in Canada, before he moved to the UK to work as an investment banker in the City for seven years. Following a stint abroad as a financial journalist and entrepreneur, he then joined a wealth management business consultancy for four years before becoming a the Principal of a Partner Practice of St. James's Place Wealth Management. Ted says: ‘professional experience and qualifications, as well as the resources available through my association with St. James's Place, mean that I am the ideal adviser on all areas of financial planning and wealth management’.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

Edward is not licensed to provide advice in Canada, nor to any individuals classed as resident in Canada

  

Prem Raja picture Prem Raja
Head of Private Division
Currencies 4 You
www.currencies4you.com

Prem has over 10 years' experience in one of the most volatile markets in the world, namely the international currency markets. Prem is the Head of the Private Client division within Currencies 4 You, which was founded in 2009, having international offices in the UK, SPain, Tenerife and Portugal. He offers various strategies on how to safely transfer funds internationally, via cost-effective approach which maximises his clients buying power when exchanging currency.

 

Wayne Bewick 20181101Tax Evening picture

Wayne Bewick
Partner (Toronto/London/Vancouver)
Trowbridge Professional Corporation
www.trowbridge.ca 

Wayne’s focus is giving people who have relocated peace of mind when it comes to their tax matters. Wayne thrives when problem solving and helping make complex tax matters less daunting. Having split his working time in both the UK and Canada for the last 12 years Wayne has in-depth experience with the issues Canadians living in the UK face and vice versa. Wayne is a Canadian Chartered Professional Accountant, Certified Financial Planner and a US Certified Public Accountant. Before joining Trowbridge, he spent numerous years at Deloitte specializing in expatriate and international tax services. Wayne graduated with a Bachelor’s of Commerce from Concordia University in Montreal and is fluent in French.

Event Properties

Event Date: 05 March 2019, 18.00
Event End Date: 05 March 2019, 20.30
Members Price Free
Non Members Price £25 inc VAT
Location Quebec House

Charter Members

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