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Business Owner Planning Seminar
Ottawa Conference and Event Centre 200 Coventry Road Ottawa, Ontario
As a business owner, we believe you’d take a lot of value away from this event. Please let us know if you will be attending both sessions or just one!
What you’ll learn in this seminar:
Post-Mortem Planning: How insurance can improve outcomes and provide alternatives, focusing on real vs. theoretical tax strategies at death.
Insurance as an Asset Class: Using insurance to reallocate assets and enhance investment returns (alpha).
Leverage & Financing: Utilizing insurance for immediate financing, with considerations for equalizing assets.
Speakers
John Gialamas, CFP, CLU | Senior Manager HNW Insurance Planning, RBC Wealth Management Financial Services Inc.
Denis Sicotte | Partner Sicotte Guilbault
Pieric Langlais Gagne | Tax Partner Marcil Lavellée
Your host:
Ernesto Hachey
Senior Investment Advisor
RBC Dominion Securities