Fred Mertz CPA, CGA, Realtor^®

As a licensed farm and ranch realtor with 30 years of experience as a tax professional, Fred Mertz, CPA, CGA brings years of experience in maximizing tax savings and navigating land acquisition.

Growing up on a family farm, he understands the culture and has served on numerous agricultural boards and committees, and authored tax articles for various publications. Buying and selling farmland is a life changing experience, and he is here to guide you in that opportunity. Fred is also a member of the Estate Planning Council of Calgary.

Mike Wolf
Topic: Top Real Estate Strategies for 2022!

Mike Wolf is a self made freedom lifestyle entrepreneur, seasoned investor, and international speaker. He has been investing in real estate for almost 30 years and has been involved in several other entrepreneurial ventures.

He is a regular contributor in the media with his extensive background in business, entrepreneurship, and real estate. His experience investing in the U.S. as a Canadian has given Mike a unique perspective on taxation and other cross-border investing issues.

Mike not only loves investing in real estate but he loves teaching his students about it as well. He has helped thousands of his students successfully invest in his turnkey properties and as well as teaching others strategy on how to do it themselves.

Mike is passionate about showing people how to successfully invest and grow thriving businesses. Mike has a passion for entrepreneurship and sharing that wisdom with his students.

As a heart centered entrepreneur his passion is giving back to the entrepreneurial community to help people make informed, educated business decisions to build long term passive income and wealth for themselves and their families.

Mike helps people realize their dreams of creating both time, location, and financial freedom by teaching strategies to achieve passive income. Mike believes that you should love what you do every day and really enjoy life!

Gift: https://mikeswealthmastery.com/e-book41281964
Appointment Booking link: https://mikewolf1on1call.as.me/schedule.php
Website: https://mikewolfmastery.com

Jordan Tanner
Topic: Demystifying Life
This presentation will allow attendees to gain a greater understanding of why affluent families often include tax-exempt life insurance as part of their overall asset allocation, tax and estate strategy. Jordan will speak to why properly structured life insurance strategies can be both a secure hedging tool for families + a tremendous leveraging tool for funding business growth and capitalizing on investment opportunities. Finally, attendees will also come away from the presentation with a very sound understanding of the unique tax-exempt status of permanent life insurance with special focus on the power of the tax-exempt status in private holding companies and professional corporations.

Jordan is the Founder & Senior Family Wealth Advisor at Tanner & Co - Family Wealth Planning. Jordan founded Tanner & Co. after 21 years in the financial services industry to bring the collaborative family office experience enjoyed by the ultra wealthy to families that have been very successful but where staffing a team of full time professionals to tend to their affairs does not make economic sense.

Families that get the most value in working with Jordan and his collective team of independent professionals generally have a family net worth (including land, real estate and business interests) in excess of $10M and have a strong desire to live life to the fullest while also preserving and protecting their wealth for the generations that follow.

Jordan's passion is to educate and empower each generation of the families that he is so grateful to work with - so that they can all play a meaningful role in the stewardship of the collective family wealth. Jordan's superpower within the greater advisory team of each family is the creative and prudent use of tax-exempt life insurance and the integration of such insurance strategies into the family tax, business succession and estate plans.

Over the last two decades he has educated and spoken on this topic many times across Canada to clients and their advisors (CPAs, Lawyers, Investment Advisors).

LinkedIn: https://www.linkedin.com/in/jordan-tanner-96a35118/
Website: https://www.tannerandco.ca/

Don White, CFA, CPA, CGA
Topic: Private Real Estate Investments and A+ REIT

Private Pension Partners (“P3”) Is A Leading Private Equity Real Estate Investment Firm Launched To Provide Its Clients With Access To Private And Direct Pension-Grade Real Estate Investment Opportunities.

After A Decade Of Sound Real Estate Investment Management, P3 Has Nearly 2.3M Square Feet Of Real Estate, 1,600+ Apartment Units, And $725M Of Total Property Assets Under Management Or Development.

P3 Collaborates With Industry-Leading Real Estate Professionals To Develop Or Refurbish Sustainable And Amenity-Rich, Built-For-Rent Multi-Family Or Tactical Street Front Commercial Assets That Bring Lasting Value To Tenants And Investor Partners.

Website: https://www.privatepensionpartners.com

Jordan Lehmann
Topic: Reinsurance and the risk of the future
In 2020 global reinsurance was a $402 billion dollar marketand it is an industry expected to grow to $554 billion by 2025! Yet it is an industry that very few people know about and is dominated by companies that have been around since the 1800’s. The outsized profits, barriers to entry and lack of need or desire to change, has left this space open for innovation. Right now, billions of dollars are betting on what the risk of the future will look like, and we have the answer. Join Jordan Lehmann as he discussesreinsurance and the risk of the future.

Jordan Lehmann is an entrepreneur, philanthropist,and global traveller. After two successful exits under his belt, travelling to 57 countries and starting a charity in Rwanda that he ran for seven years, Jordan got involved in raising capital for the non-profit sector. As a Director of Development for several organizations, Jordan was able to raise millions of dollars for these causes. He then began his own consulting firm, working with charities to help with organizational structure, fundraising and marketing. His clients span between large international NGO’s to private schools and small local charities.

Most recently, still having the entrepreneurial bug and the opportunity arising, Jordan has been able to use his skills to help launch and grow multiple companies in North America and New Zealand. He is currently involved as one of thefounder’sof AIRM Reinsurance. AIRM Re stands for Artificial Intelligence Risk Management and is a blend of cutting-edgeartificial intelligence, along with traditional reinsurance.

Jordan has a master’s from Saint Mary’s University in Minneapolis, holds a designation as a Certified Fundraising Executive, and attended the Massachusetts Institute of Technology for Artificial General Intelligence.

Email: Jordan@anvilfundraising.ca
Phone Number: 403-835-3881

Jay Fiset, JVology Inc.
Topic: The New World of SaaS Opportunities
Software as a Service, commonly referred to as cloud based software is fairly common place today, however what is not so common is the new opportunities that exist because of it’s international acceptance and the worlds move to SaaS. Join me for my talk as I uncover not only a revolutionary new approach to SaaS, but building businesses for entrepreneurs and Investors alike.

Best selling author, student of human nature, avid outdoorsman at 5-star hotels, speaks fluent smart ass, can see and reflect your life mission in 5 minutes flat, loves having 2 sons so he can play with their toys, still fantasizes about his wife after 25 years, loves ideas, but loves results, even more, can simultaneously laugh and cry for different reasons at the same time, has never been star struck (but did not get a chance to meet Martin Luther King, and there would have been teenage girl screaming if I had). 

I am dedicated to instigating a global movement of Conscious Creators and supporting people to organize their life and resources around their passions and gifts.

Gift: https://jvologylive.com/comp-regular
Appointment Booking link: https://www.MeetingWithJay.com
Website: https://jvology.com/invest

Shane Melanson
Topic: 8 Figure Ground Up Industrial Development - 16 Months & 32% ROI

Shane is a commercial developer in Calgary AB, having completed more than $70M in real estate and has helped clients buy and sell more than 1/4 billion of commercial real estate. Shane has developed retail, industrial, land lease resort communities and townhouse projects in Canada and the US.

Today, he works from home, mountain bikes, golfs, and spends time with his wife Kelly and is able to take his 3 kids to school (most days).

He's the author of Club Syndication: How the Wealthy Raise Capital and Invest in Commercial Real Estate.

Link to grab a free copy of his book: https://shanemelanson.com/
Appointment Booking link: https://calendly.com/shane-melanson/roadmap

Jay Bonham

As one of the heads of the Wealth Warriors, Jay Bonham has already changed countless lives and begun to establish the foundation of a legacy that will ripple through the ages.

A team of thousands look up to him for his leadership and guidance in life as well as on the markets. Jay runs daily trading calls for hundreds of people that trade along side him as he teaches the lucrative strategy he created.

With a mastery of the US30 index and knowledge of market movements in Crypto Currencies and Forex, Jay Bonham is a teacher and a mentor that pours himself passionately in to the team around him, which he now calls family.

 
Appointment Booking link: https://calendly.com/bonham-jay/forex-crypto-education-info
Website: https://www.wwarriors.ca