Planning for Business Transitions

Whether you plan to pass your business on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan. We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let us show you how we can help you navigate your complex financial needs.

This seminar is presented by Jayson Bastien, Financial Advisor at Edward Jones, Mitchell MacLean, Associate at Halliwill Seguin LLP, and Clint Sauve, Senior Manager, Tax at Roth Mosey & Partners

Jayson Bastien Financial Advisor DFSA™, CIM®

Growing up with a father and mother who built their own home taught me the value of hard work and working to carve your own future. Through my own business ventures, I learned the value of working for myself and serving others, my clients.

Prior to joining Edward Jones, I spent over half a decade as a tax accountant serving business owners, professionals, retirees and their families. In this role I identified a gap in advice between advisors. To close this gap and to leverage my tax and investment knowledge I made a career pivot to join Edward Jones.

Our team works with your trusted advisors: accountants, lawyers, executors and POAs to build comprehensive solutions to fit your needs. We work to build a deep understanding of what's important to you.

Mitchell MacLean, Associate at Halliwill Seguin LLP

Mitch is a lawyer with Halliwill Seguin LLP (Tecumseh, Ontario) who focuses his practice primarily on corporate and commercial matters. He began his legal career at a top-tier law firm on Bay Street, where he honed his expertise in complex corporate and commercial matters. Over the years, Mitch has developed a broad practice that spans mergers and acquisitions, corporate reorganizations, and a wide range of commercial transactions.

His time at Halliwill Seguin LLP and on Bay Street has equipped him with the skills to navigate high stakes deals and intricate legal challenges. Mitch excels at breaking down complex legal matters, helping clients understand the legal process, clarifying their goals, and crafting a strategic plan to achieve them.

Clint Sauve, Senior Manager, Tax at Roth Mosey & Partners

Clint is a senior manager in Roth Mosey’s Tax group, joining the firm in August 2021. Clint obtained his Chartered Professional Accountant (CPA) designation in 2018, completed CPA Canada's In-Depth Tax Course in 2020, and is a member of the Canada Tax Foundation.

Clint has worked with clients in a wide range of industries and specializes in owner-manager tax issues, purchase and sale transactions, and corporate restructuring. He also provides guidance on complex compliance matters for individuals, corporations, and trusts.

Clint’s knowledge and experience provides our clients with the following valuable services:

• Provide tax advice regarding structuring the sale in a tax efficient manner, including analysis of whether it is more beneficial to sell the assets or shares of a business.
• Identify and provide guidance regarding tax planning opportunities that can reduce your tax burden.
• Provide guidance regarding structuring the ownership of assets in a manner that meets your business, personal, and tax goals, which sometimes includes trusts.
• Assist clients with assessing the tax compliance requirements and assist in preparing the related returns.
• Representation with Canada Revenue Agency in regard to personal or corporate tax issues and disputes, including audits and voluntary disclosures.

Event Venue & Nearby Stays

Small Business & Entrepreneurship Centre, 119 Chatham Street West, Windsor, Canada