NSBA Listen Up Seminar Series Presents “I’m a Business Owner…Now What?” A Panel Discussion Moderated by Darren Ulmer (April 24, 2023)

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April 24, 2023

2:00pm - 4:00pm


Brick Loft Event Co.
301 -1st Avenue North - Unit 100

Join us for our Listen Up Seminar Series  Event exclusive to NSBA Members Only!
I’m a Business Owner… Now What?

A Panel Discussion Moderated by Darren Ulmer, Sun Life, White Owl Financial Solutions, CastleGate Financial Solutions


  • Do I Need a Bookkeeper?
  • Do I need a Bookkeeper and Accountant? What’s the difference?
  • When Should I Incorporate?
  • What is the Difference Between an Operating and a Holding Company?
  • Do I need Both?
  • How Do I Pay Myself?
  • How Do I Save for my Own Retirement?
  • Do I Need a Lawyer?

Presentation by:
Moderator: Darren Ulmer, White Owl Financial Solutions
Alexandra Barlas, McKercher LLP
Charidy Clubbe, CDC Bookkeeping
Bryan Popowich, KPMG Accountants B.V
Thomas Wimmer, Sun Life

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