We recently held our Update for Professional Breakfast Seminar and wanted to share some key topics that came out of the morning’s session. We hope you can join us at our next seminar!
“Whole life as an Investment” with Brenda McEachern from Canada Life
Brenda McEachern provided us with case studies that focused on insurance as an alternative investment strategy for business owners. She discussed these cases as they relate to CDA and differing corporate tax rates. Below are some highlights from the presentation:
“Budget Update – What it Means for Private Companies” with Kevin Wong from MNP
Kevin Wong talked about the 2017 Federal Budget and private corporations. He specifically talked about income splitting, incorporated passive investments and conversion of regular income into capital gains. Here are some key points that came out of the session: