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Financial Risk Management for Business Owners

March 15, 2018 @ 9:30 am - 11:00 am

Your are ready for a take-off, but have you tightened your seat belts?

You may be in different businesses but there is one thing common among you all. You all have a Vision, Mission and Passion to build your businesses to greater heights. We have often seen that while business owners are growing their businesses to new levels, they often miss some blind spots in one of the most important areas of business i.e. Money Management.

We have a guest speaker who will educate us about the blind spots most business owners miss and strategies to avoid them.

Our guest speaker is Makarand Deshpande, MBA, CLU has extensive experience and expertise in helping business owners. Makarand has helped businesses owners in areas like succession planning, business overhead expenses protection, buy & sell agreements, creditor protection or tax reduction, retirement income planning just to name a few. He understands that your businesses have unique business needs and goals based on your individual vision and mission. He also understands that your businesses take enormous amount of your time, leaving you little time for your personal matters. That’s why he takes a ‘deep dive’ in to each business owner’s individual needs, goals and concerns and creates individually tailored solutions for various businesses.

About the Presenter:
Makarand Deshpande MBA, CLU, RRC

As a Consultant with Investors Group, Makarand focuses on developing strategies to support each client’s personal financial goals.  Prior to joining Investors Group, Makarand was a senior executive in pharmaceutical industry. During his 26 years’ extensive career Makarand managed and built businesses while leading high performing teams in various international markets in Europe, former Soviet Union, South East Asia, Far East, Middle East, Africa and the Americas. An Ivy League MBA, Makarand is an alumnus of The Johnson Graduate School of Management, Cornell University Ithaca NY. He also holds a Master’s Degree in Business from Queen’s University, Kingston ON as well as CLU, a prestigious Chartered Designation in Estate Planning and Wealth Transfer. Makarand also holds his RRC designation i.e. Registered Retirement Consultant.

PLEASE NOTE: Please arrive 15 minutes before the start of the event to check in.  You do not need to bring a ticket with you and there is plenty of free parking.

For more information, call us at (905) 668-4949 or email


March 15, 2018
9:30 am - 11:00 am
Event Categories:
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Business Advisory Centre Durham
3000 Garden Street Suite 200
Whitby, ON L1R 2G6 Canada