The Business of Wealth Creation

  • March 22, 2025
  • Delta Hotels Toronto Airport & Conference Centre, Dixon Road, Etobicoke, ON, Canada
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business success | Man analyzing financial statements - Canadian Foundation for Pharmacy

You’re Invited: The Business of Wealth Creation for Pharmacy Owners

Independent pharmacy owners are the backbone of Canadian healthcare, but navigating today’s financial, professional, and operational challenges—such as wealth management, retirement planning, and business succession—requires more than business-as-usual.

Join us on Saturday, March 22, 2025, at the Delta Hotel Toronto Airport, for a day packed with insights and proven strategies tailored to help you grow, transition, and preserve wealth in your pharmacy business. A hot breakfast and lunch are included, plus a post-event cocktail reception for added networking.

What to Expect:

  • Actionable Advice: Get proven strategies to grow, transition, and protect your pharmacy’s wealth, provided by experts with decades of experience.
  • Insider Knowledge: Stay ahead with the latest insights on legal, financial, and investment planning tailored for pharmacy owners.
  • Networking: Meet fellow pharmacy owners and industry leaders, and exchange ideas that inspire success.
  • Make a Difference: Support the future of independent pharmacies—proceeds from the event benefit the Canadian Foundation for Pharmacy.
Mike Jaczko - Canadian Foundation for Pharmacy

Mike Jaczko, a retired community pharmacist and portfolio manager with KJ Harrison based in Toronto, will lead the day. Joining him will be a team of experienced pharmacy business advisors coordinated under IntroPharm & Associates, Canada’s premier independent pharmacy advisory service.

Featured speakers are trusted experts in legal, financial, and strategic planning, with extensive experience supporting independent pharmacy owners. The lineup includes:

  • Researcher Jason Perepelkin, University of Saskatchewan College of Pharmacy & Nutrition, and pharmacist Caitlin McGrath, will present “hot-off-the-press” results from a survey of independent pharmacy owners and explore the barriers that currently hinder pharmacy owners from developing formal succession plans.
  • Financial planner Jason Heath, Objective Financial Partners Inc., will delve into the “how” and “why” of a strategic wealth plan that is integrated with personal, corporate and family-estate goals and objectives.
  • Corporate lawyer Peter Spence, Harrison Pensa LLP, will walk you through the establishment of an effective pharmacy corporate structure and, in a separate session, explain your rights and obligations when signing contracts for pharmacy provider agreements, wholesale supply agreements, banner agreements and commercial leases.
  • Portfolio manager Rob Martini, KJ Harrison, will encapsulate successful investment strategies, including how to time capital allocations and the incorporation of alternative investment classes.
  • Chartered business valuator Darren Miles, Fair Market Value Inc., will review the methods currently used by business valuators and highlight the key aspects involved when valuing a Canadian retail pharmacy business.

Learn more about our speakers

Peter Spence, Partner, Harrison Pensa LLP - Canadian Foundation for Pharmacy

Peter Spence, Partner, Harrison Pensa LLP
Peter Spence is a Partner of Harrison Pensa LLP. Peter’s practice involves all aspects of corporate and commercial law, with an emphasis on corporate restructuring to facilitate estate or tax planning, corporate finance, transactional work and contract work, with representative clients ranging from startup ventures to publicly listed corporations. Peter has a particular expertise in the retail pharmacy market, with over 30 years of providing legal services to various entities involved in that market, including independent pharmacy owners, banner operators and corporate chains.

Jason Heath, Objective Financial Planners Inc. - Canadian Foundation for Pharmacy

Jason Heath, Objective Financial Planners Inc.
Jason Heath is a Certified Financial Planner (CFP) and Managing Director of Objective Financial Partners in Markham, Ontario. He is an advice-only financial planner who specializes in building Strategic Wealth Plans for clients of KJ Harrison & Partners Inc. He is a personal finance columnist for the Financial Post and MoneySense Magazine and appears frequently in print and television media. Jason has worked extensively with retail pharmacy families and their financial planning needs.

Jason Perepelkin, Associate Professor, College of Pharmacy & Nutrition
Associate Member, Department of Management & Marketing, Edwards School of Business - University of Saskatchewan - Canadian Foundation for Pharmacy

Jason Perepelkin, BA, BComm, MSc, PhD
Associate Professor, College of Pharmacy & Nutrition
Associate Member, Department of Management & Marketing, Edwards School of Business – University of Saskatchewan

Dr. Jason Perepelkin’s research interests and expertise centre on marketing, branding, service quality, burnout and work engagement, market orientation, leadership, and pharmacy management. He teaches in the areas of pharmacy management, leadership, pharmaceutical policy, and marketing. His current research program centres on patient experiences with IV ketamine, the use of pride symbols in community pharmacies, patient-reported experience measures, succession planning for independent pharmacy owners, pharmacist knowledge of psychedelic medications, and pharmacist burnout, work engagement and occupational recovery.

He is a previous recipient of the Association of Faculties of Pharmacy of Canada Innovation in Pharmacy Education Award and the Provost’s Award for Outstanding Innovation in Learning at the University of Saskatchewan.
He currently sits on the Editorial Board for the journals Research in Social and Administrative Pharmacy and the American Journal of Pharmaceutical Education.

Caitlin McGrath, dedicated community pharmacist - Canadian Foundation for Pharmacy

Caitlin McGrath, BSP, RPh, MBA, MScHQ
Caitlin McGrath is a dedicated community pharmacist with an MBA and MSc in Healthcare Quality from Queen’s University. Growing up in rural Alberta, Caitlin is committed to advancing the pharmacy profession through business sustainability and operational excellence to enhance patient care. In collaboration with Jason Perepelkin, Caitlin’s MBA capstone project, “Understanding the Succession Planning Mindset of Independent Community Pharmacy Owners in Canada,” reflects their passion for empowering pharmacists as exceptional care providers and business leaders. Caitlin strives to help pharmacists optimize business practices to maximize performance and strengthen their role as pillars within their communities. With a deep commitment to the future of the profession, Caitlin is dedicated to supporting and empowering the next generation of pharmacists to not only succeed in patient care but also thrive as pharmacy business leaders.

Darren Miles, CBV, President and Founder of Fair Market Value Inc. - Canadian Foundation for Pharmacy

Darren Miles, CBV, President and Founder of Fair Market Value Inc.
Darren Miles is a Chartered Business Valuator, President and Founder of Fair Market Value Inc., a business valuation firm that has developed a valuation and transitions model for the Canadian retail pharmacy industry. For over 15 years, Fair Market Value Inc. has aided Canadian pharmacists in areas of valuation, shareholder reorganizations, purchase and sale, litigation support, taxation, and negotiations.

Tags

2025

Venue Info

Delta Hotels Toronto Airport & Conference Centre, Dixon Road, Etobicoke, ON, Canada

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Organizer:

Linda Prytula

  • Time : 9:00 am - 4:00 pm (America/Toronto)