Navigating the Inevitable: Strategies for Dentists to Minimize the Risks of Death & Taxes

About this Seminar

In life, there are two certainties we all face: death and taxes. While we cannot avoid them, we can strategically manage their impact on our lives and finances. This interactive session will offer practical, actionable strategies for dentists to minimize the risks and burdens associated with both. Take control of the inevitable – let’s minimize these risks together.

Key Takeaways:

• Make informed decisions about the Lifetime Capital Gains Exemption and learn tactics that can significantly affect the net proceeds when selling your dental practice and inheriting assets and ensure tax-efficient withdrawals during retirement.


• Explore ways to minimize estate taxes through trusts, gifting strategies, and other planning tools to reduce or avoid death taxes.


• Review real-life scenarios illustrating effective tax planning and estate management strategies for dentists.


• Delve deeper and get your questions answered in the live Q&A session.

This presentation aims to empower dentists with knowledge and actionable steps to manage and minimize the risks associated with death and taxes, turning uncertainty into a well-navigated plan.

Presenters

About Anca Poirier

CAIB, BA

Bilingual Professional Insurance Advisor

Anca Poirier is a bilingual Professional Insurance Advisor holding the CAIB designation and she is licensed as a general insurance broker and as a life and accident and sickness insurance advisor. Anca provides professional and personal insurance guidance and advice to Canadian dental professionals and their families. In her 15+ years of insurance experience with CDSPI Advisory Services Inc., she has developed specialized knowledge in risk management for dentists building a practice or renovating their practice.

About Lamees Rahif

CFP®

Investment Planning Advisor

Lamees Rahif is an Investment Planning Advisor who holds a Higher National Diploma (HND) in Math, Statistics and Computing and has been a CFP® professional since 2007. With over 30+ years in the financial services industry providing advice to professionals, business owners and retirees, Lamees joined CDSPI Advisory Services Inc. in 2017 to offer her expertise to the dental community. Lamees focuses on the bottom-up approach starting with the financial goals and creating a plan so nothing gets missed and goals can be achieved.

About Aadon Fieger

JD

Estate and Trust Consultant

As an Estate and Trust Consultant with Scotiatrust, Aadon collaborates with other trusted advisors to support Scotia Wealth Management clients with their estate planning needs. This includes providing guidance on new or existing estate plans to ensure alignment with the client’s wishes and developing strategies to transition their wealth in accordance with their unique estate, trust, and philanthropic goals.

Prior to joining Scotiatrust, Aadon worked as a lawyer at a leading Saskatchewan law firm, where he assisted clients with the preparation and execution of Wills, powers of attorney, health care directives, living Wills, trusts, and estate administration. He also has broad experience in corporate and commercial law, secured financing, and real estate law.

Aadon grew up in Regina, Saskatchewan, and graduated from the University of Regina in 2010 with a B.A. in Political Science (minor in History) and a B.A. in Economics. He earned his J.D. from the University of Calgary in 2013. Since 2014, Aadon has been a member of the Law Society of Saskatchewan and the Canadian Bar Association, and he remains actively involved in various professional and community organizations.

About Nikki A. Rudachyk

Partner

MCKERCHER LLP BARRISTERS & SOLICITORS

Nikki Rudachyk is a Saskatoon-based Partner with McKercher LLP. She offers strategic legal counsel across corporate finance, banking, commercial transactions, and general business matters. With longstanding relationships across a broad spectrum of professionals—including medical, financial, and corporate sectors—Nikki advises on complex financing arrangements, land transactions, and commercial operations. Her experience includes trust structuring, corporate governance, and securities law compliance, with a deep understanding of both public and private placement processes.

Nikki’s work in wealth and succession planning spans diverse communities, including high-net-worth individuals and families seeking culturally and faith-specific estate strategies. She is also deeply engaged in national and regional legal initiatives and policy consultations, having served in leadership roles with the Canadian Bar Association and the Estate Planning Council of Saskatoon. Nikki’s clear-eyed legal guidance and strong organizational instincts make her a trusted advisor to clients navigating high-stakes decisions.

About Brett Casavant

CPA, CA

Partner, Professional Services

MNP

Brett is a Business Advisor with MNP’s Private Enterprise Services team in Saskatoon, and the firm’s North Saskatchewan Regional Leader for Professionals, helping guide the strategy for Professional Services as part of MNP’s national Professional leadership team.

Brett delivers corporate accounting and tax services to private enterprises in a variety of industries, with a focus on professionals. He takes a forward-looking approach to ensure his clients have the appropriate structure in place to achieve their business and personal goals. His services include compliance accounting and tax preparation, advising on business structure, corporate and personal tax planning, and developing strategic plans to guide growth. He is also experienced in reviewing dental clinic valuations and advising on clinic purchases, as well as helping dental and medical clients establish new clinic ventures.

Brett earned a Bachelor of Commerce (BComm) in accounting from the University of Saskatchewan in 2011. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013.