Please join us for an important discussion on breaking down the barriers for family succession planning discussions followed by a cocktail reception.
Wednesday, October 18th, 2023
5:00 – 8:00 PM
Hotel Bonaventure - Salon Bonaventure Room
Parking vouchers will be provided for parking across from the hotel at 1000 De la Gauchetiere Ouest.
Presented by Raymond James and sponsored in part by Sunlife Global Investment Inc.
Speakers:
Angelo Parziale
Director, Business Development
Sun Life Consulting
With over 30 years of experience in the financial services industry at firms such as Dundee Wealth, Goodman Private Wealth, CI Financial and Sun Life, Angelo Parziale has a proven track record developing and managing client relationships and proficient knowledge of the wealth management industry.
Having worked closely with entrepreneurs and high net worth individuals, he has valuable insights to share with financial advisors on topics such as strategy building, business development, marketing and personal branding. He also supports their professional development by facilitating engaging workshops and educational presentations.
Angelo’s particular expertise as a coach has given him opportunities to see the inner workings of many advisors’ practices, which gives him a unique perspective on their challenges and how to steer them towards success. He draws on a deep understanding of advisors’ needs to recommend strategies and best practice ideas that help them run better businesses and build long-term relationships with clients.
Angelo received the Certified Financial Planner (CFP) designation in 1999, the Chartered Investment Manager (CIM) designation in 2007 and in 2023, the Family Enterprise Advisor (FEA) designation. Born and raised in Montreal, he is passionate about soccer, music and, most of all, his family.
Marissa Lydynia
AVP, Estate and Trust Solutions
Raymond James Trust (Québec) Ltd.
Marissa holds a Bachelor of Commerce degree from McGill University and a Bachelor of Laws degree from the University of Montreal. Prior to joining Raymond James Trust (Québec) Ltd., “RJTQ”, she worked for almost 10 years in private practice at a well-known Montreal law firm, specializing in wills and estates law.
As a Senior Trust Advisor at RJTQ, Marissa is responsible for estate, trust and incapacity planning services for Quebec based clients, along with the administration of various accounts for which RJTQ is appointed as liquidator, trustee, mandatary and power of attorney. In addition, she offers support services to individuals appointed in such capacities. Marissa uses a practical but sensitive approach to handling all trust and estate related matters, as she understands the emotional toll these topics can have on clients and their loved ones.
For many years, Marissa was the co-chair of the Lord Reading Law Society’s Young Bar Committee, and she continues to sit on its board.
She is also involved with various charitable organizations in Montreal.
