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Creative Tax & Retirement Planning for HeaLTH CARE PROFESSIONALS

Health care professionals, you have a number of opportunities available to you to increase your tax efficiency and increase your retirement savings.

Sometimes, high-earners require very nuanced strategies to reach the retirement of their dreams—and minimize their tax burden. Hear from Senior Portfolio Manager Ian Quigley on the tumultuous history of federal government mandates that ultimately led us to where we are today. Plus, learn how you can take advantage of the current policies!

This webinar is tailored for medical experts in Alberta and BC who want to better understand their financial planning options.

We’ll discuss:

  • Retirement Compensation Arrangements

  • Tax-Efficient Charitable Giving

  • Why Incorporate?

  • When to Exit an Individual Pension Plan

  • Tax-Deductible Health Benefits

  • And more!

There’s no such thing as a stupid question. We’ll wrap up with a live Q&A. Don’t be afraid to take advantage of our expert insight!

Presented by: Ian Quigley, MBA, CFA, CBV, Qube Founder & Senior Portfolio Manager

WHEN: Wednesday, December 18, 2024

WHERE: Virtually!

TIME: 7:00 p.m. to 8:00 p.m.


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November 5

Advisor’s Alpha Webinar

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January 21

Strategic Generosity: Charitable Tax Planning for Business Owners