Asset Protection for Smart Real Estate Investors
All you need to know about Life Insurance, Property Insurance, Legal Structures and Wills
Wednesday, February 18, 2015
We are so excited about our next event... I know it is not a sexy topic... but so vital. and a lot of people (not only real estate investors) are not aware of the what they sign when they subscribe to a life insurance or purchase a home in their own name... Scary sometimes the stories I hear.
Natalia O. Popovitch and I have asked 3 experts in their fields to talk about Life Insurance to protect your assets ( Isis Jimenez), Alex Bell for the Home Insurance and Joel Mixa, an American real estate lawyer who brings a fresh look on how Canadians protect their assets... He is in awe when he sees how we do it here in Canada. He will shed more lights on the simple options, for home-owners and real estate investors.
Join us next Wednesday in Bloor West village to get knowlede, as we know knowledge is power, if applied
Laure and Natalia
6:30pm Doors Open ~ Networking & Mingling at the bar
7:15pm "Gaps in coverage within your portfolio" : Alex Bell, Commercial Account Executive, Hub International
7:30pm Protect Your Assets with Life Insurance: Isis Jimenez, Independent Financial Services Professional, Real Estate Investor, Mortgage Agent
8:00pm Protect Your Assets using Corporate Entities: Joel Mixa, Barrister and Solicitor in Ontario, Canada and Attorney in Illinois, U.S.A.
8:45pm - 10:00pm ~ Networking at the bar
Hors d'oeuvres and Venue SPONSORED by the 3 speakers.
Alex Bell (https://www.linkedin.com/profile/view?id=167469631&authType=NAME_SEARCH&authToken=MSnc&locale=en_US&srchid=82769121423487597053&srchindex=1&srchtotal=30&trk=vsrp_people_res_name&trkInfo=VSRPsearchId%3A82769121423487597053%2CVSRPtargetId%3A167469631%2CVSRPcmpt%3Aprimary)
Commercial Account Executive, Hub International
"Gaps in coverage within your portfolio"
All you need to know about your Property Insurance
Alex Bell, B.A.
Direct:[masked] Cell:[masked] [masked] http://www.hubontario.ca
Isis Jimenez (https://www.linkedin.com/profile/view?id=108240377)
Insurance Agent and Benefits Specialist[masked]
Isis Jimenez has over a decade of financial service experience, and has held a variety of roles in some major financial institutions.She is a licensed Insurance Agent & Mortgage Agent with years of financial advisory experience managing millions in client assets.Today, she specializes in asset protection through Insurance and diversification through real estate, educating her clients on the various strategies available to them.Isis is licensed through FSCO, a registered candidate with The Financial Planning Standards Council and a Canadian Securities Institute Alumni.She holds various certificates and accreditation's and is actively involved in her community.Visit Isis on Facebook at https://www.facebook.com/Isis.YFW
on her email at [masked] or call (289)[masked] for a consultation.
Joel Mixa (https://ca.linkedin.com/pub/joel-mixa/6/62a/124)
Barrister and Solicitor in Ontario, Canada and Attorney in Illinois, U.S.A.
"Using Corporate Entities for Asset Protection".
Joel Mixa works of counsel to The Edelman Law Offices, P.C., in the areas of commercial real estate law, corporate law, estate and trust law, and commercial litigation.
Mr. Mixa has handled numerous commercial real estate transactions and has drafted, reviewed and negotiated commercial real estate documents, including commercial real estate contracts, articles of agreement for deed, commercial leases, and other related documents. Mr. Mixa has also assisted developers in condominium conversion projects.
Mr. Mixa also advises entrepreneurs regarding the start up of various business entities, and has prepared many agreements that are essential for both new and existing businesses, including license agreements, distributorship agreements, consulting agreements, employment agreements and buy-sell agreements. He has also advised clients about and prepared applications for trademarks and servicemarks.
In addition, Mr. Mixa has negotiated and structured corporate asset and stock purchase transactions, as well as prepared ancillary documents effectuating those agreements. His experience includes the drafting of non-compete and non-disclosure agreements, security agreements and related transfer and financing documents. Mr. Mixa has also represented various businesses and individuals in commercial litigation matters involving breach of contract, mechanics liens, corporate governance, employment and trade secret issues.
Mr. Mixa is also knowledgeable in the field of estate planning and asset protection strategies, and he has experience drafting various estate planning documents. In addition, Mr. Mixa advises representatives of probate and trust estates about administration and settlement of decedent’s estates, and he has litigated matters involving large trust estates.
Mr. Mixa was admitted to the Illinois bar in 2004, and is also a licensed Illinois real estate broker.
Joel H. Mixa
Barrister and Solicitor 10 King Street East, Suite 1400 Toronto, Ontario M5C 1C[masked] direct telephone1 (844)[masked] toll-free fax
Licensed in Ontario and Illinois, U.S.A.
February 18, 2015 at 6:30pm
Baka Gallery Cafe