Commercial Wealth Management

Business Webinars Announced – Register Today


2020 was an exhausting year for many of our commercial clients as the year was full of interruptions and disruptions such as supply chain challenges, closures, and PPE requirements (just to name a few). Looking forward into 2021 and beyond we want to ensure that we’re offering all of our commercial and business clients ideas, solutions and strategies to make sure their business not just survives, but also thrive. We’re excited to be offering an exclusive business focused webinar series that will be held at noon MST on the last Wednesday of each month (January 27, February 24, and March 31). Each session will be recorded and hosted by Doug Carroll of Aviso Wealth. In addition to a long and successful career as a lawyer, Doug is also a Tax and Estate Practitioner and Certified Financial Planner.

Separate registration for each webinar is required. Please click the link below each webinar to register and save your spot today.

Webinar #1 – Corporate investment portfolios – How tax can boost or bust your returns

Date: Wednesday, January 27, Noon MT

Registration Link

Topics Include:

  • Is corporate cash investible?
  • Tax on business income
  • Corporation features & benefits
  • Types of corporations
  • Active business income
  • Corporate passive income
  • Tax & life insurance
  • Principles to guide portfolios

Webinar #2 – IPP: An individual pension plan for business owners – An entrepreneurial retirement alternative

Date: Wednesday, February 24, Noon MT

Registration Link

Topics Include:

  • Seeking more tax sheltering
  • Ideal Candidate
  • What it is
  • What it does
  • Setup & oversight
  • Sourcing the money
  • Funding time
  • Payout time

Webinar #3 – Your business succession

Date: Wednesday, March 31, Noon MT

Registration Link

Topics Include:

  • You personally
  • Your professional network
  • Your business
  • Your family
  • Your people
  • Your time
  • Your payday
  • Your estate planning

Do you Need to See a Financial Advisor?

A Commercial questionnaire: Four reasons to work with a financial advisor.


Do you need to see an AdvisorVirtual Advisor or Online Brokerage?


 

Our experienced financial advisors are here to help you meet your life’s objectives.

We have a full complement of investment options that will allow you to establish a suitable portfolio, taking into account your objective, risk tolerance and time horizon.

We recognize the value and importance of integrating insurance into your overall financial and estate plan. We will help ensure that your personal and corporate goals are met now, and in the future.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

0948859 B.C. LTD. doing business as EKC MoneyWorks

 

 

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