Caroline Sawamoto

💡 In case you missed it, The Globe and Mail published an article highlighting some of the key findings from Millani's latest ESG Investment Sentiment Study. To read to article: https://lnkd.in/e2rdwcyX #ESG #sustainablefinance #investors #Canada

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On May 14 and 15, MDS is heading to the Association for Corporate Growth (ACG) BC's Middle Market Growth Conference. This conference will give us insight into private market M&A, the Canadian economy, investing in sustainability, Indigenous finance, due diligence, artificial intelligence and more. If you haven't already, get your tickets here. https://t.ly/NFmMe Hope to see you there! #acg #acgbc #middlemarket #middlemarketgrowth

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Thinking about selling your business or acquiring one? Don’t miss our latest blog where Kevin Shaw, MBA, President & Managing Director at Baker Tilly (Canada) Capital, and Chair of the upcoming Vancouver Business Transitions Forum, shares key insights on: - Why more businesses are hitting the market in Canada - The crucial factors for a successful business sale - Why the Business Transitions Forum is a must-attend event for entrepreneurs Whether you're planning for an exit or looking to grow through acquisition, Kevin’s expert advice will help guide you through the process. Read the full interview now and get a sneak peek into what the Business Transitions Forum has in store this November! 💡 👉 Read the full blog article here: https://lnkd.in/gbHhNRYD #BusinessTransitions #MergersAndAcquisitions #Entrepreneurship #BusinessGrowth #Leadership #BTFVancouver #BakerTilly

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To better understand carbon credit markets and the related issues and challenges, CPA Canada and IFAC have partnered with the Institute for Sustainable Finance to initiate a research project. This research examines existing voluntary carbon markets and related accounting and disclosure standards to understand best practices to increase confidence in carbon markets and encourage investment in credible greenhouse gas emissions (GHG) reduction projects and schemes. We are proud to present the first paper in that series today: Understanding Voluntary Carbon Markets: Key Considerations for Professional Accountants and Purchasers on the Carbon Credit Life Cycle: https://ow.ly/laWa50SfN5y

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Most family business leaders accelerating succession plans amid mounting pressures 🇨🇦 Nearly eight in 10 (79 per cent) Canadian family business leaders are speeding up their transition and leadership succession plans due to growing pressures both outside and inside the family, finds a new KPMG in Canada survey. If your family business is facing similar challenges with its operations, a trusted partner can help. Feel free to reach out to Alan Mak Tin Loon or the AVARY Group team and see how we can help you. #familybusiness #buiness #businessacquisition #businessgrowth #familyoffice #familyownedbusiness #sellside #sellingyourbusiness #founders #foundersjourney #growth #asianbusiness #asianfamily #Asianfamilybusiness #singapore #singaporebusiness #entrepreneurship #australianbusiness #ukbusiness #esg #privateequity #venturecapital #mergersandacquisitions #smallbusinessowners #successionplanning #businesspartner #supplychain #supplychainmanagement #supplychainoptimization FBN-The Family Business Network Family Business Network (FBN) Asia Family Business Magazine Family Business UK Family Business Association (AU) Family Business Association (NZ) Family-Owned Business Alliance Family Owned Business Small Business Association of Small & Medium Enterprises Supply Chain Management Global Supply Chain Council (GSCC) India Logistics and Supply Chain - Leadership Professionals The Logistics of Logistics Supply Chain Asia Community Ltd CSCMP - Council of Supply Chain Management Professionals

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🌍 ESG Ratings Are Driving Investor Decisions, But Complexity Remains a Barrier 🌍 The Ontario Securities Commission (OSC) has found that ESG ratings play a critical role in influencing investor decisions. As more investors prioritize sustainable and responsible investments, ESG scores have become essential for evaluating companies' commitments to long-term impact. However, the OSC study also highlights a key challenge: the complexity and lack of transparency in ESG ratings can make them difficult for investors to interpret accurately. This raises important questions about how companies and rating agencies can improve clarity and consistency to empower more informed decisions. At Fruuit Consulting, we understand the importance of clear, actionable ESG data and are committed to helping organizations improve their scores through transparent, tailored guidance. Full Article: https://lnkd.in/ganGBwsW

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🌱 Canada's Clean Technology Manufacturing Investment Tax Credit - An Update 🌱 We are excited to share the latest developments regarding Canada's Clean Technology Manufacturing Investment Tax Credit (ITC). On August 12, 2024, the Department of Finance released draft legislative proposals for public comment, aimed at clarifying and expanding the existing rules. These updates are crucial for businesses investing in clean technology and sustainable practices. 🔍 Key Highlights: - Polymetallic Extraction and Processing: The proposals include amendments to support polymetallic extraction and processing, as announced in the 2024 federal budget. - Definition Changes: Updates to the definition of "clean technology manufacturing use" to allow property used in certain qualifying mineral activities to produce a lesser proportion of qualifying materials and still qualify. - Valuation Methods: Introduction of new valuation methods for commercial outputs, including "fair market value" and "safe harbor price." - Certification Requirements: Specific certification requirements for property used in qualifying mineral activities. - Repayment of Assistance: Clarifications on ITC availability for repaid assistance amounts. - Partnership Rules: New rules regarding partnerships, including election by members to pay tax and joint liability provisions. These proposals aim to encourage investment in zero-emission technology manufacturing, critical mineral extraction, and recycling activities, supporting Canada's transition to a clean economy. For more detailed information, please refer to our latest Tax Alert: https://lnkd.in/g7pWgg-X #CleanTechnology #InvestmentTaxCredit #Sustainability #Canada #TaxUpdate #EYTax

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What are the biggest mistakes small companies make when setting up their organisations? In this podcast,  I asked Julia Chung, Board Chair, Financial Planning Association of Canada this question, and her answer really made sense. If you're starting a business or working on building a strong foundation, you’ll want to hear this. Julia shared key insights on the common mistakes many small businesses make—and how to avoid them. Watch the full podcast here: https://lnkd.in/dKyQFMcZ Episode: 19th, Part 1 Host: Sarah Bundy - Founder & CEO, All Inclusive Marketing Inc. & For Female Founders Guest: Julia Chung, CFP, CLU, FEA, TEP Chung, CEO of Spring Planning Special thanks to Awin Global for sponsoring this video and supporting women in business, helping them thrive, not just survive.

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As sectors deeply integrated into global trade harness AI's cost reduction capabilities, they stand to gain a competitive edge, while disparities in technology adoption could alter investment patterns worldwide. Learn more. https://ow.ly/qxob30sHKNK #EYCanada #ShapeTheFutureWithConfidence

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What can you expect from the Competent Boards Sustainability & ESG Designation (GCB.D) and Certification? In the words of Competent Boards alumnus Diane Kazarian, FCPA, FCA, CPA(US), ICD.D, GCB.D: "𝘐 𝘸𝘢𝘴 𝘢𝘴𝘬𝘦𝘥 𝘵𝘰 𝘫𝘰𝘪𝘯 𝘵𝘩𝘦 𝘌.𝘚.𝘎. 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘦 𝘧𝘰𝘳 𝘰𝘯𝘦 𝘰𝘧 𝘮𝘺 𝘣𝘰𝘢𝘳𝘥𝘴, 𝘢𝘯𝘥 𝘐 𝘢𝘤𝘤𝘦𝘱𝘵𝘦𝘥 𝘵𝘩𝘢𝘵 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯, 𝘢𝘴 𝘐 𝘧𝘦𝘦𝘭 𝘮𝘶𝘤𝘩 𝘮𝘰𝘳𝘦 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘵 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘦𝘵𝘦𝘯𝘵 𝘵𝘰 𝘤𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘦 𝘢𝘯𝘥 𝘩𝘦𝘭𝘱 𝘴𝘩𝘢𝘱𝘦 𝘵𝘩𝘰𝘴𝘦 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘵𝘦𝘢𝘮 𝘢𝘴 𝘢 𝘳𝘦𝘴𝘶𝘭𝘵 𝘰𝘧 𝘮𝘺 𝘊𝘰𝘮𝘱𝘦𝘵𝘦𝘯𝘵 𝘉𝘰𝘢𝘳𝘥𝘴 𝘥𝘦𝘴𝘪𝘨𝘯𝘢𝘵𝘪𝘰𝘯. 𝘞𝘦, 𝘢𝘴 𝘢 𝘮𝘪𝘥𝘴𝘵𝘳𝘦𝘢𝘮 𝘦𝘯𝘦𝘳𝘨𝘺 𝘤𝘰𝘮𝘱𝘢𝘯𝘺, 𝘢𝘳𝘦 𝘢𝘣𝘴𝘰𝘭𝘶𝘵𝘦𝘭𝘺 𝘭𝘦𝘢𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘸𝘢𝘺 𝘪𝘯 𝘰𝘶𝘳 𝘌𝘚𝘎 𝘫𝘰𝘶𝘳𝘯𝘦𝘺 𝘤𝘰𝘮𝘱𝘢𝘳𝘦𝘥 𝘵𝘰 𝘰𝘶𝘳 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘰𝘳𝘴." Thank you Diane Kazarian, FCPA, FCA, CPA(US), ICD.D, GCB.D for your kind words! Want the same experience? You will meet globally recognized board directors and business leaders while upgrading your #sustainability competencies with the knowledge that investors, nomination committees, and recruiters are looking for. Our next cohort for #BusinessLeaders and #BoardMembers starts May 15 2024. Discover more about the program here 👉 https://lnkd.in/e49sDm2S #CompetentBoardsMovement #NetZero #Sustainability #ESG #ClimateChange #BoardEducation #ExecutiveEducation #CorporateGovernance #SustainableGovernance

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Growing a family office—single or multi—can be an expensive proposition. Will adding resources result in more business, or just cost more? We asked Thane Stenner, CIM®, FCSI® of Stenner Wealth Partners+ and Christopher Singh Gandhu, JD, TEP, FEA of KPMG Canada for insights in this Canadian Family Offices article. #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #recruiting #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

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Deloitte was appointed Monitor of San Industries Ltd. et al., a group of British Columbia-based lumber companies, on November 29. Historically, the group has run its operations profitably, but says it began facing significant liquidity challenges in 2023 due to external factors including an erosion in the lumber markets, inflationary pressures which increased labour and other input costs, and rapidly escalating interest rates. Compounding these issues was the closure of BC Highway 4 — the only highway that connects the island’s two coasts — over summer 2023 due to a wildfire on Vancouver Island. KPMG Canada is the financial advisor to the San Group. Counsel is Farris LLP for the San Group and Blake, Cassels & Graydon LLP for the monitor. Read more: https://lnkd.in/gBSyepDf

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Are you a small- or medium-sized market cap company feeling the pressure of increasing sustainability reporting requirements? With the impending implementation of Canada’s sustainability reporting standards, the burden on smaller and medium-sized companies is greater than ever.   At Sustrio Advisors, we understand these challenges and are here to help. Our tailored services are designed to streamline your sustainability reporting processes, allowing you to stay compliant without overwhelming your resources. Whether you need strategic consultation or practical solutions, we have the tools and expertise to support your journey.   Don't let reporting demands take precedence over your operations. Reach out to Sustrio Advisors today and let us help you navigate the complexities of sustainability reporting.   #Sustainability #ESG #SmallCap #MediumCap #Reporting #Compliance #SustrioAdvisors

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