Social Capital and Social Entrepreneurship

DATE: Wednesday, June 16, 2010

TIME: 12:00 p.m. to 1:30 p.m.

LOCATION: Room # 1-148/1-150, Ted Rogers School of Management, 55 Dundas Street West (2nd Floor from street level, south side of Dundas Street, east of Bay Street)

COST: AFP Members: $55.00. Non-Members: $70.00

About the Presenter 

Tim J. Cestnick, FCA, CPA, CFP, TEP is the

President and CEO of WaterStreet Family Wealth Counsel.  Tim enjoys a reputation as one of Canada’s most recognized experts in tax and personal finance.  Prior to co-founding WaterStreet Family Wealth Counsel, he was a senior executive with one of Canada's largest privately owned investment counsel firms.  Previously, Tim was founder and President of a tax consulting and education firm which he sold in 2000; Tax Partner at accounting firm Bateman MacKay; and Tax Specialist at international accounting firm Deloitte.  Tim is a Fellow of the Institute of Chartered Accountants, is a tax columnist for The Globe and Mail, and has written several Canadian best-sellers.  In addition to print media, Tim is a regular contributor and on-air personality on radio and television.  He appears regularly on Canada AM, CBC Newsworld, BNN (formerly ROB TV), and the best-known money programs in the country.

Program Summary

How can we help potential donors and clients to identify which assets should constitute their “social capital”?  Can we consider philanthropy from an investment perspective and look at giving back to society from an entrepreneurial point of view?  In this presentation, Tim Cestnick, one of Canada’s top tax and personal finance experts, will guide us through these concepts and share some creative donation strategies using holding companies, among other tools.

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CFRE Accreditation

• Participation in the Luncheon qualifies for 1.5 CFRE points