Attention business owners, execs, and senior managers!
Pay attention to this next-level strategy.
It can feel like retirement strategy is a runaway train. Budget 2024 changed the game by altering the capital gains inclusion rate. So when circumstances evolve, so too must your investments!
The strategic use of your retained earnings can help safeguard a comfortable retirement. Tune in to this free session on making the most of excess retained earnings.
This webinar is tailored for executives and business leaders in Alberta and BC who want to grasp the fundamentals. As the federal tax landscape shifts, the stakes have never been higher.
We’ll discuss:
The Business Owners' Dilemma
Corporate Tax Deferral
Investment Account Options
The Crystallization Decision
And more!
Ask us your toughest questions as we wrap up with a live Q&A. This is your chance to get expert insight!
Presented by: Michael Baker, MBA, CFA, CFP®, Investment Counsellor