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Three ways to maximize the sale of your business
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
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,
Three ways to maximize the sale of your business
London Hunt & Country Club, 1431 Oxford St W. London, ON
Many founders spend years building and growing their business to make it a success. Eventually, they begin to look to the next stage in their life. A large number of founders are planning to exit their business in the next five to ten years, yet according to the Canadian Federation of Independent Business (CFIB), only 9% of small business owners in Canada have a succession plan in place.
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.
Guest speakers:
Alexander Stephen, CA
Partner Marcus & Associates
Paul Morgan,
Managing Director,
RBC Mergers & Acquisition
Andrea Pontoni,
Vice President, High Net Worth Planning
RBC Wealth Management
Details:
Thursday, February 23, 2023
7:30 – 8:00 a.m. Networking and breakfast
8:00 – 9:30 a.m. Presentation and Q&A
London Hunt & Country Club,
1431 Oxford St W, London, ON