Wealth Management For Business Owners

40 Westt / RC

Wednesday, September 11th, 2019 at 7:00pm – 40 Westt

Tuesday, September 24th, 2019 at 7:00pm – 40 Westt

Tuesday, September 17th, 2019 at 7:00pm – Rib ‘N Reef

Monday, September 23rd, 2019 at 7:00pm – Le Mount Stephen


40 Westt Steakhouse
2305 Trans-Canada Hwy
Pointe-Claire, QC H9R 5Z5
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Rib ‘N Reef
8106 Decarie Blvd
Montreal, Quebec H4P 2H5
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Mount Stephen
1440 Drummond Street
Montreal, Quebec H3G 1V9
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Business Owners Invitation

How secure is your portfolio? Learn how to:

  • Take advantage of the top tax minimization strategies for Business Owners
  • Bypass passive income rules
  • Make the most efficient use of your corporate structure
  • Safeguard your investment portfolio through the current stock market uncertainty
  • Benefit from setting up an IPP (Individual Pension Plan)
  • Access funds from your corporation tax-free
  • Create a tax-free pension plan
  • Reduce the management fees on your investments
  • Replace your high cost mutual funds with low cost ETF's
  • How to leave a legacy to your loved ones
  • Determine if your advisor is simply a "mutual fund salesperson"
  • Incorporate alternative investment products
  • Invest in undervalued income-producing real estate


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We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities-related products and services are offered through Raymond James Ltd., Member-Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a Member-Canadian Investor Protection Fund.