April 16, 2020
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|
|To Register:||Click here|
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.