Sharon Chartrand 

An authentic women of charactor  

Courses Completed & Certificates 

Certificates  & Awards 

 Karen Sharon Chartrand, 

Current Course Completed

Date  2014 - 2015

Certificates  & Awards (2015-1999)
 large pictures - bottom of page.

 30 Certificates in each pdfs.. phase 4-5.   Date: 2014-2015

Course

MGF0515

MGF0535

MGF0512


MGF0514

MGF0511

MGF0521

MGF0522

MGF0523

MGF0524

MGF0525

MGF0531 

MGF0532

MGF0533

MGF0534

MGF0513

MGF0423

MGF0412

MGF0413

MGF0414

MGF0415

MGF0421

MGF0422

MGF0424

MGF0425

MGF0431

MGF0432

MGF0433

MGF0411

MGF0435

MGF0434

Course Title

Advising Family Businesses

Professionals and Partnerships

Working in Alignment with your Family Business Clients 

Structuring Retirement Income

Understanding the Family Business

Why Philanthropy?

Charity Law and Taxes

Gift Plan Strategies

Gifts of Life Insurance

Intergrating Philanthropy into Your Practice

Taxation of Income from a Proprietorship

Transactions Involving Business Assets

Home-Based Businesses

Disposing of and Replacing a Business

Developing a Shared Vision

Snowbirds

Real Estate

Principal Residences 

Tax Efficient Debt Management

Risk Management

Residency

Immigration and Emigration

Foreign Property Ownership

US Citizens in Canada

Planning for Post Retirement Incapacity

At Death and Beyond

Planning for Survivors

Tax Efficient Asset Transfers: Managing ACBs

Strategic Philanthropy

Business Owners and Executives

Phase 4
Course Status
Tax Efficient Asset Transfers: Managing ACBs Completed 67%
Real Estate Completed 100%
Principal Residences Completed 67%
Tax Efficient Debt Management Completed 67%
Risk Management Completed 67%
Residency Completed 67%
Immigration and Emigration Completed 100%
Snowbirds Completed 100%
Foreign Property Ownership Completed 100%
US Citizens in Canada Completed 100%
Planning for Post Retirement Incapacity Completed 100%
At Death and Beyond Completed 77%
Planning for Survivors Completed 100%
Business Owners and Executives Completed 100%
Strategic Philanthropy Completed 100%

Phase 5 
Course Status
Understanding the Family Business Completed 100%
Working in Alignment with your Family Business Clients Completed 100%
Developing a Shared Vision Completed 93%
Structuring Retirement Income Completed 100%
Advising Family Businesses Completed 100%
Why Philanthropy? Completed 100%
Charity Law and Taxes Completed 100%
Gift Plan Strategies Completed 100%
Gifts of Life Insurance Completed 100%
Intergrating Philanthropy into Your Practice Completed 100%
Taxation of Income from a Proprietorship Completed 100%
Transactions Involving Business Assets Completed 100%
Home-Based Businesses Completed 67%
Disposing of and Replacing a Business Completed 100%
Professionals and Partnerships Completed 67%