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The Happy Inheritor: How successful families grow, protect and transfer wealth
Nov 27, 2024 08:30 AM Eastern Standard Time - Nov 27, 2024 10:00 AM Eastern Standard Time
Meadowvale Conference Centre, Algonquin Room, 6880 Financial Drive, Mississauga, Ontario
Meadowvale Conference Centre, Algonquin Room, 6880 Financial Drive, Mississauga, Ontario
Join Dr. Tom Deans, award-winning speaker and New York Times Top- 10 author, as he shares his latest research and themes included in his new book The Happy Inheritor – already a Canadian best-seller.
Touching on trends in demographics, government debt, real estate values and estate planning complacency, Dr. Deans offers an unconventional roadmap and urgency for Canadians to work closely with their advisors to build durable estate and business succession plans that reduce the probability of estate disputes.
Learn tax-reduction strategies and investment opportunities for 2024: Lunch & Learn
Mar 26, 2024 12:00 PM Eastern Daylight Time - Mar 26, 2024 01:00 PM Eastern Daylight Time
Meadowvale Conference Centre, Hudson Room 6880 Financial Drive Mississauga, ON
Meadowvale Conference Centre, Hudson Room 6880 Financial Drive Mississauga, ON
Join us for a special presentation with Jason Mayer, Senior Portfolio Manager at Ninepoint. Jason will discuss flow-through shares, and share insights about investing in a diversified portfolio of resource companies.
Strategies to reduce, defer and eliminate taxes will be also discussed. If you have a significant taxable event in 2024, then this event is for you.
Attendance is complimentary, but space is limited. Kindly RSVP by March 21st, 2024, to Bilkis Walji at (905) 822-1262 or bilkis.walji@rbc.com.
Hosted by:
David Barnsdale, CFP, CIM, FCSI, FEA
Senior Portfolio Manager, Wealth & Family Enterprise Advisor
RBC Dominion Securities
Guest speaker:
Jason Mayer
Senior Portfolio Manager
Ninepoint Partners
In partnership with:
