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Scotiabank is our Exclusive Financial Partner for 2024-2025. Join us for an insightful session with our experienced panelists and arm yourself with the confidence and knowledge to make informed decisions for your financial plan and career. In this session we will explore debt management strategies and practice considerations, as well as review the importance and key aspects of a holistic financial plan. The goal of this event is to assist lawyers in their planning and decision-making process, arming them with tools, action items and financial confidence so they can focus on their clients and growing their career.
Light food and beverages will be provided courtesy of Scotiabank. Should you have any dietary restrictions or allergies, please email membership@faclbc.ca.
Please submit your questions to our panel speakers at membership@faclbc.ca by March 31, 2025.
Meet Our Panelists:
Scotiabank: Alex Wilson, Professional Banking Specialist
Alex Wilson is a Professional Banking Specialist with a focus in business banking for professionals. In his role at Scotiabank, he delivers tailored financial solutions to lawyers, accountants and other professionals. His expertise lies in credit solutions and strategic financial guidance, helping his clients optimize both their business and personal financial portfolios. Alex is committed to empowering professionals with financial strategies that drive success.
Alex holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and has earned the Canadian Securities Course (CSC) and Certificate in Small Business Banking (CSBB) certifications through the Canadian Securities Institute.
Scotiabank: Char Sandher, Moderator
Char Sandher is the Director & Group Lead of Healthcare & Professional Banking for Western Canada at Scotiabank. She leads a team of specialists that are exclusively dedicated to providing advice and industry specific financial solutions to healthcare and professional clients. Char has been with Scotiabank for 13 years and has expertise in business development, strategic growth, change management, and business banking. Char graduated from the Sauder School of Business at UBC with a Bachelor of Commerce in Finance & Economics and is a proud mom of two young girls, Gianna (5) and Kiara (3).
ScotiaMcLeod: George Zhang, ScotiaMcLeod Wealth Advisor
George manages family financial planning at Scotia McLeod. George has held roles with multiple large Canadian banks. Skilled in data analysis, George can assist with designing an asset allocation plan based on your unique situation.
George manages family financial planning at Scotia McLeod. George has held roles with multiple large Canadian banks. Skilled in data analysis, George can assist with designing an asset allocation plan based on your unique situation.
George was born in Tianjin, China. He obtained a Bachelor’s Degree in Financefrom Simon Fraser University, as well as a Master’s Degree in finance from the University of Illinois at Urbana-Champaign. He is also a Chartered Financial Analyst (CFA) Charterholder. George lives with his wife in Yaletown. In his spare time, he enjoys working out as well as golf.
MNP: Sean Akeroyd, CPA, CA, Partner
Sean is a member of MNP’s Private Enterprise Services team in Vancouver. With more than a decade of experience, Sean primarily serves private enterprise clients, with an emphasis on incorporated professionals and professional service firms. He delivers practical solutions to help clients achieve their strategic business and family goals and takes great pride in developing a thorough and lasting relationship with each client. He believes it is key to have a solid understanding of each business in order to provide high quality advice and support.
Sean helps clients with personal and corporate tax compliance, tax planning and consulting, business advisory, and review and audit services. In addition to working with incorporated professionals, he works with businesses in the hospitality and restaurant, manufacturing, retail, real estate and construction sectors.
Sean earned a Bachelor of Commerce with Distinction from the University of Victoria in 2006. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2008.
Final Note:
While this event is complimentary, we kindly request that you inform us of any changes to your RSVP as a courtesy to both our panelists and other potential attendees. Timely notification of any changes ensures efficient planning and helps us maintain the quality of our events. Please note that unexplained absences or repeated no-shows to FACL BC events may affect your ability to attend future complimentary events.
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By attending this event, you agree to abide by the FACL BC Event Code of Conduct.
If you have any questions about the Code of Conduct, please email info@faclbc.ca.
