Complimentary Second Opinion
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Succession Planning for Secondary Properties: Income Properties, Cottages, and More
RBC Dominion Securities Newmarket 17120 Leslie Street, Suite 200 Newmarket, Ontario
Please join Greg and his guest speaker, Ryan Cons, lawyer with Sondhi Defence, for an evening focused on succession and estate planning matters related to real estate. Whether it is an investment property or vacation home, there are practical, financial, and taxation considerations to address for any families looking to pass ownership to future generations.
6:30 p.m. - Doors
7:00 - Presentation
8:00 - Question Period
Light refreshments will be served.
Space is limited, so please email greg.bruns@rbc.com to reserve your spot today.
RSVP
Legacy Planning: Estate Planning for Beneficiaries with Disabilities
Community Living Central York 575 Penrose St Newmarket, Ontario
Join Greg and his guest speaker, Jennifer Wan, from RBC Royal Trust, as they share strategies available to families looking to support loved-ones with disabilities now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.
This in-person event will take place at Community Living Central York located in Newmarket. Light refreshments will be served.
Space is limited, so please RSVP to reserve your spot today.
Legacy Planning Part 3: Estate Planning
Virtual Seminar Your City, Your Province
In part three if this three-part-series, Greg will be joined by Randall Craig, Regional Trust Advisor with Royal Trust, as they share strategies available to families looking to solidify their estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.
We will review best practices for preparing your affairs, identify common pitfalls, and share some strategies to ensure your goals and wishes are met. Randall will also share more about the services offered by Royal Trust and how those services can streamline estate settlement and stewardship for your family.
Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.
Legacy Planning Part 2: Charitable Strategies
Virtual Seminar Your City, Your Province
In part two if this three-part-series, Greg will share strategies available to families looking to include charitable giving as part of their financial and tax plan now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for causes you care about, while integrating the plan in a tax-efficient manner with your family's current affairs.
We will review some of the many unique opportunities available including the donation of securities, charitable gift funds, and opportunities with insurance including beneficiary designation and donation of proceeds.
Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.
Legacy Planning Part 3: Estate Planning will follow on Tuesday, January 16, 2024.
Harness Digital Technology and Transform Your Business with the Canadian Digital Adoption Program (CDAP)
Virtual Seminar Your City, Your Province
Join myself and my guest speaker, MNP Digital’s Soumya Ghosh, to learn about CDAP, associated funding opportunities, and how it has made a difference for businesses like yours.
To stay competitive and grow, businesses need to do everything they can to streamline their operations, elevate their sales and marketing efforts, and take advantage of opportunities for improvement. Canada’s Digital Adoption Program (CDAP) could help.
Through the Boost Your Business Technology grant, successful applicants can access up to $15,000 to retain an MNP Digital advisor and offset the costs of planning their transformation journey.
Legacy Planning Part 1: Ensuring your loved-one is always supported
Virtual Seminar Your City, Your Province
In part one if this three-part-series, Greg will be joined by Randall Craig, Regional Trust Advisor with Royal Trust, as they share strategies available to families looking to support loved-ones with disabilities now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.
We will review some of the many unique opportunities available including Registered Disability Savings Plans (RDSPs), Henson Trusts, and Qualified Disability Trusts.
Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.
Legacy Planning Part 2: Charitable Strategies will follow on Thursday, November 9, 2023
Legacy Planning Part 3: Estate Planning will follow on Tuesday, January 16, 2024.
Professional Corporations and Other Wealth Strategies for Healthcare Professionals
Virtual Seminar Your City, Your Province
Greg will share learnings from his experience working with healthcare professionals and share unique strategies that are available to them. He will be joined by Jonathan Katz, CPA, CA, who will add an accounting and taxation lens to the conversation.
Topics will include professional corporations, structuring clinic ownership, uses of retained earnings, insurance, and salary vs dividend payment from your corporation.
The rules for each college are specific, however the same general strategies are available to doctors, dentists, pharmacists, optometrists, physiotherapists, psychologists, veterinarians, and other regulated health professionals.
Succession and Estate Planning for Business Owners with Mackenzie Investments
Virtual Seminar Your City, Your Province
Greg is pleased to host Vivek Bansal, Director, Tax and Estate Planning, of Mackenzie Investments, to share his experience and knowledge of corporate tax planning, and a wide variety of tax planning matters.
Vacation Property Series: Keeping the Cottage in the Family
Virtual Seminar Your City, Your Province
In part 2 of the Vacation Property Series, Greg and his co-host Ryan, lawyer with Sondhi Defence, will share some thoughts and strategies to manage a smooth transition of ownership between generations within a family. They will touch on practical matters like usage agreements, and financial strategies to fund the tax on any capital gain.