MoneyWorks Fact Sheets

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

Four reasons to work with a financial advisor

1 You don’t feel comfortable putting together a plan.
You may not have the time, interest or knowledge to create a financial plan. For example, you may not know how to best plan for your retirement or how to improve your tax situation. Financial advisors can help you look at the big picture and put your finances in order.

2 You need help understanding and choosing investments.
How do you choose investments that will help you reach your financial goals? A financial advisor can help you develop an investment strategy to fit your goals and your comfort level with risk.

3 You need help to ensure you and your family are adequately protected in the event of your death or disability.
Life insurance, disability insurance, critical illness insurance, mortgage insurance, long term care insurance…a financial advisor can help you understand what is available and help you set in place the protection you need.

4 Your life has changed and you don’t know how to change your plan.
Consider how a life change affects your plan. You might get a pay raise and need to update your plan to decide what to do with the extra money. Will you save it, spend it or pay down debt? How will your financial goals change if you get married, start a family, get divorced or approach retirement?

A financial advisor will help you adjust your plan as your life changes and will also help you set priorities from among your various life goals.

Fill out the questionnaire: Four reasons to work with a financial advisor.

Together Through Life

Our experienced financial advisors are here to help you meet your life goals.

We have a full complement of investment options at our disposal allowing you to establish a suitable portfolio that takes into account your objective, risk tolerance and time horizon.

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

Bring your dreams, we'll provide the coffee.

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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