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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,


Find out how to maximize the sale of your business. Join us for an informative session on Thursday, Feb 23, 2023, 7:30 - 9:30am

Three ways to maximize the sale of your business

Feb 23, 2023 07:30 AM Eastern Standard Time - Feb 23, 2023 09:30 AM Eastern Standard Time
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