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business owner.

Three ways to maximize the sale of your business

Apr 17, 2024 07:30 AM Eastern Daylight Time - Apr 17, 2024 09:30 AM Eastern Daylight Time
London Hunt and Country Club 1431 Oxford St W London, Ontario

Please join us for this informative breakfast presentation, networking opportunity and Q&A session where our guest speakers will share their insights on how to get the most from the sale of your business.

Wednesday, April 17, 2024

7:30 – 8:00 a.m. Networking and breakfast
8:00 – 9:30 a.m. Presentation and Q&A

Guest speakers:

Ryan Seeley, Founder & CEO
Premier Business Consulting

Jim Friesen & Ryan Buist, Founder & Partner
Portage Mergers & Acquisitions

Mark Chan, CPA, CA, CFP
Vice-President, Business Owner Specialist
RBC Family Office Services

Your hosts:

Finucci Janitis Allen Wealth
of RBC Dominion Securities

Vito Finucci

Senior Portfolio Manager & Investment Advisor

Eric Janitis
Senior Portfolio Manager & Investment Advisor

Rachelle Allen
Portfolio Manager, Wealth Advisor & Financial Planner


Three ways to maximize the sale of your business

Nov 22, 2023 07:30 AM Eastern Standard Time - Nov 22, 2023 09:00 AM Eastern Standard Time
London Hunt and Country Club 1431 Oxford St W, London, Ontario

Please join us for this informative breakfast presentation, networking opportunity and Q&A session where our guest speakers will share their insights on how to get the most from the sale of your business.

Wednesday, November 22, 2023

7:30 – 8:00 a.m. Networking and breakfast
8:00 – 9:30 a.m. Presentation and Q&A

Guest speakers:

Ryan Seeley, Founder & CEO,
Premier Business Consulting

Jim Friesen & Ryan Buist, Founder & Partner,
Portage Mergers & Acquisitions

Mark Chan, CPA, CA, CFP,
Vice-President, Business Owner Specialist
RBC Family Office Services

Your hosts:

The Finucci Janitis Allen Group of RBC Dominion Securities
Vito Finucci, Senior Portfolio Manager & Investment Advisor
Eric Janitis, Senior Portfolio Manager & Investment Advisor
Rachelle Allen, Associate Portfolio Manager & Wealth Advisor


Prescribing Financial Wellness: The Doctor’s Guide to Minimizing Their Tax Bill

Jun 27, 2023 07:30 AM Eastern Daylight Time - Jun 27, 2023 08:30 AM Eastern Daylight Time
551 Windermere Rd. London, ON

Join us for an exclusive informative breakfast presentation, networking opportunity and Q&A session where we will share invaluable insights on how to get the most out of your medical professional corporation and optimizing your financial success.

You will learn:

  • The Best Way to Compensate Yourself to Avoid Paying Unnecessary Tax So You Can Leave More in your Corporation for Investment or Expansion or...Freedom
  • How to Reduce Passive Income Tax Exposure So You Can Pay Less to CRA
  • Learn the Best Strategies for Retained Earnings So You Can Accumulate More Wealth
  • Creating Opportunities to Get Money Out of Your Corporation Tax-Free So You Can Reduce Your Taxable Income Now and During Retirement


Tuesday, June 27, 2023
 

7:00 a.m. – 7:30 a.m. Networking and breakfast

7:30 a.m. – 8:30 a.m. Presentation and Q&A

 

Your hosts:


RBC Dominion Securities
 

The Finucci Janitis Allen Group of RBC Dominion Securities

  • Vito Finucci, Senior Portfolio Manager & Investment Advisor
  • Eric Janitis, Senior Portfolio Manager & Investment Advisor
  • Rachelle Allen, Associate Portfolio Manager & Wealth Advisor


RBC

  • Lauren Teevan, Senior Financial Planner


Attendance is complimentary, but space is limited. Kindly RSVP by June 20th, 2023,


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