The OAO Fall Business Meeting will be held in person on Thursday, November 6th, 2025, at The Sheraton Centre Toronto Hotel. This evening event includes dinner, an OAO Business Meeting, an award presentation, and special presentations. This event is FREE for OAO members.
We will be honoring and celebrating an exceptional individual, Dr. James Posluns, recipient of the Distinguished Service Award.
Location: Sheraton Centre Toronto Hotel, 123 Queen St W, Toronto, ON M5H 2M9 (City Hall Room). Parking is available at the hotel or at the Nathan Phillips Square Garage which is connected to the hotel. Click here for more self-parking options. This event is FREE to members. Please sign up ASAP as we have limited seating.
A room block at the Sheraton Centre has been reserved for the night of Nov 6th. When booking the room please select Deluxe @$369, please follow this link to book your room.
For the convenience of our members, the OAO Fall Business Meeting is being held in advance of the TOC Fall Session (Nov 7th) at the same location.
Agenda:
6:00 pm Registration and Cocktails
7:00 pm Dinner begins
7:00 pm Live Stream begins for our members attending remotely
Award Presentation
Fall General Meeting (AGM)
ODA Update - Dr. David Brown
*Core 2 Presentation - Unlocking Financial Strategies for Orthodontists: Corporate Tax, Retirement & Estate Planning - Timothy Szeto
9:00 pm Event ends!
This event entitles to Category 2 – 1.0 CE point for the presentation(s) and Category 3 – 1.0 CE point for the Business Meeting.
* Special Presentation: Unlocking Financial Strategies for Orthodontists: Corporate Tax, Retirement & Estate Planning by Timothy Szeto, IG Wealth
As an orthodontist, you’ve worked hard to build your practice and secure your financial future—but are you maximizing the advantages available to you? Join us for an engaging and practical session designed specifically for dental professionals in Ontario. We’ll explore proven strategies to help you keep more of what you earn, plan for retirement with confidence, and protect your wealth for the next generation.
- Discover how to optimize your professional corporation for tax efficiency.
- Learn smart retirement planning strategies that go beyond RRSPs and TFSAs.
- Understand how to integrate your practice succession with your personal financial plan.
- Explore estate planning techniques to preserve wealth and minimize taxes.
- Gain insights into common financial pitfalls for orthodontists—and how to avoid them.
Timothy Szeto is an Executive Financial Consultant and Division Manager of the Toronto Central and Toronto Richmond Hill offices of IG Wealth Management, one of Canada’s largest and most established financial planning firms. Timothy’s offices more than $2 Billion of assets belonging to professionals, business owners, and successful retirees.
Timothy received his undergraduate degree in Systems Design Engineering from the University of Waterloo with top honours, minoring in Economics, and optioning in Biomechanics and Management Sciences. After graduation, he worked with Sunnybrook Hospital as a Research Engineer and published a medical paper entitled, “The X-ray light valve: a Potentially Low-Cost, Digital Radiographic Imaging System – a Liquid Crystal Cell Design for Chest Radiography”. Later, Timothy found an opportunity with IG Private Wealth Management, where he has been for over 17 years. During this time, Timothy pursued an MBA through Dalhousie University, specializing in Financial Services, and graduated as the top student.
Today, Timothy continues to excel in the Financial Services industry and has consistently ranked among the top advisors within his company. Together with his team of two associates, Timothy’s unique value proposition is his ability to create a truly holistic financial plan with a particular emphasis on personal and corporate tax planning.
Platinum Sponsor:
