Building and establishing a legacy

Apr 29, 2020 06:30 PM - 07:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

Testimonials from previous seminars:

“Great and concise information provided to those new or just curious about estate planning.”

“I have a better knowledge of estate planning.”

“I learned a lot about the potential pitfalls of not having a plan.”

RSVP

Building a financially healthy dental practice

May 27, 2020 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf CLub 14780 Leslie St. Aurora, Ontario

Are you thinking of buying, or do you currently operate a dental practice? At this informative presentation, we’ll discuss:

  • Common mistakes to avoid when buying a practice
  • Bolstering your business with data analytics
  • How to use client insights to identify optimal areas to open or buy a practice

 

Guest Speakers:

Stuart Rudner, Founder of Rudner Law

Jay Slade, Vice-President, Analytics and Business Intelligence with RBC Dominion Securities

 

Attendance is complimentary but RSVP is required. Please RSVP to Monica at monica.chau@rbc.com

RSVP

Building and establishing a legacy

Jun 25, 2020 06:30 PM - Jun 25, 2020 08:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

 

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

Six step process to building an effective estate plan

The role of the executor – what you need to know

Tax planning – minimizing death taxes

Testimonials from previous seminars:

“Great and concise information provided to those new or just curious about estate planning.”

“I have a better knowledge of estate planning.”

“I learned a lot about the potential pitfalls of not having a plan.”

 

Attendance is complimentary, but RSVP is required.

RSVP to Monica Chau at monica.chau@rbc.com

RSVP

Building and establishing a legacy

Jul 28, 2020 06:30 PM - 07:30 PM Eastern Daylight Time
Magna Golf CLub 14780 Leslie St. Aurora, Ontario

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

 

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

Six step process to building an effective estate plan

The role of the executor – what you need to know

Tax planning – minimizing death taxes

Testimonials from previous seminars:

“Great and concise information provided to those new or just curious about estate planning.”

“I have a better knowledge of estate planning.”

“I learned a lot about the potential pitfalls of not having a plan.”

 

Attendance is complimentary, but RSVP is required.

RSVP to Monica Chau at monica.chau@rbc.com

RSVP

Building a financially healthly dental practice

Mar 26, 2020 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Are you thinking of buying, or do you currently operate a dental practice? At this informative presentation, we’ll discuss:

  • Common mistakes to avoid when buying a practice
  • Bolstering your business with data analytics
  • How to use client insights to identify optimal areas to open or buy a practice

Guest Speakers:

Stuart Rudner, Founder of Rudner Law

Jay Slade, Vice-President, Analytics and Business Intelligence with RBC Dominion Securities

 

Attendance is complimentary but RSVP is required. Please RSVP to Monica at monica.chau@rbc.com

 


What's the state of your estate?

Nov 14, 2019 05:30 PM - 06:30 PM Eastern Standard Time
Magna Golf Club 14780 Leslie St. Aurora, ON

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

Tax-efficient Wealth Planning

Oct 30, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St Aurora, Ontario

At our upcoming wealth management seminar, we’ll discuss important topics to consider when planning your personal or corporate finances, such as:

• Generating Passive Income
• Business and Personal Tax Planning
• Corporate Structure
• Tax-exempt Investment Strategies
• Federal Election Implications

 

Your hosts:
Connor Ryan, MBA
Investment Advisor,
RBC Dominion Securities
Scott Bates, CPA, CA
Partner, Bates Chartered Professional Accountants

 

Guest speaker:
Colin Ardill
Estate Planning Specialist
RBC Wealth Management Services


What's the state of your estate?

Oct 23, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

Whether you’ve been named an executor or are planning your estate, this seminar will provide you with helpful knowledge and strategies. Topics include:

  • Six step process to building an effective estate plan
  • The role of the executor – what you need to know
  • Tax planning – minimizing death taxes

What's the state of your estate?

Sep 26, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your own estate, this seminar will provide you with practical knowledge and strategies. Topics include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan


What’s the state of your estate?

Aug 14, 2019 05:30 PM - 06:30 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, Ontario

Whether you’ve been named an executor or are planning your own estate, this seminar will provide you with practical knowledge and strategies. Topics include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan


What's the state of your estate?

Jun 25, 2019 05:30 PM - 07:00 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, ON

Please join us for an informational seminar and learn how you can build a comprehensive estate plan.

 

Topics at this event will include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan

 

With guest speaker:
Alleen Sakarian
Will & Estate Consultant
RBC Wealth Management Services

 


Growing your business in a digital age

Jun 05, 2019 06:30 PM - Jun 05, 2019 08:00 PM Eastern Daylight Time
Hungry Brew Hops 211 Main St. S Newmarket, Ontario

Please join us for an informative discussion, where our panel of experts will discuss strategies for generating referrals, digital marketing and making use
of advanced business analytics.

 

With guest speakers:
 

Sal Ammirato
Vice President, Invesco Canada
“Preferrals” – How to ask for referrals
from your clients and network.
 

Jay Slade
Vice-President, Analytics & Business Intelligence
RBC Dominion Securities
Your business and data analytics – how to better
understand your clients and grow your business.
 

Maryam Golabgir
Digital Marketing Experts
Using social media and digital marketing to better
engage with clients and prospects.
CE credits may be available (please inquire).


What's your picture-perfect retirement?

May 21, 2019 06:00 PM - 07:00 PM Eastern Daylight Time
17120 Leslie St. Suite 200 Newmarket, Ontario

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • Four pillars of a Retirement Income Plan
  • Understanding income taxes in retirement
  • Three bucket approach to managing risk during retirement

Protecting what matters most

Apr 11, 2019 12:30 PM - 01:30 PM Eastern Daylight Time
17120 Leslie St. Suite 200 Newmarket, Ontario

Please join us for a complimentary estate planning seminar

 

At this seminar, we'll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • The role of the executor - what you need to know
  • Basic but effective estate planning strategies
  • The six-step process to building an estate plan

 


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