April 16, 2020
To minimize the spread of COVID-19 and in support of the B.C. Medical Health Officer’s recommendation for social distancing, this chapter PD session is cancelled. The Chapter will refund all registrants.
Learn about the latest vehicles that can be used to mitigate the impact of the Small Business Tax changes.
- Corporate class investments
- Individual pension plans (IPP’s)
- Retirement compensation arrangement (RCA)
- Life insurance
|Date:||Thursday, April 16, 2020|
|Time:||8:00 AM – 10:00 AM|
|Cost:||$70 + GST|
|CPD| Level:||2 hours | General|
Event Update: COVID-19 Update
Gilbert Lam, BA, CFP, FMA, CIM
Bio: Gilbert Lam is an Associate Investment Advisor with CIBC Wood Gundy. He is a tax savvy investment advisor with ideas on tax driven investment products not often discussed with clients. His specialties include reducing individual and corporate tax liabilities, extracting corporate retained earnings in a tax-efficient manner, converting corporate retained earnings into tax-deductible creditor-proof assets, and building low volatility portfolios.