| 07:00-08:00 |
Registration and exhibitor time |
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| 08:00-08:30 |
Adam Niman |
Why leave money on the table? Understand life insurance and health benefits. |
- List alternative reasons (other than death benefit) why one would purchase life insurance
- Enumerate the disadvantages of using insurance as a wealth-building strategy
- Identify indications for using life insurance to build financial security
|
| 08:30-09:00 |
JP Laporte |
The importance of proper financial sequencing to build your wealth |
- List the flaws of investing with retained earnings inside a taxable corporation
- Discuss alternative methods to build up retirement wealth tax-efficiently
- Discuss personalized strategies for retirement building with financial advisors
|
| 09:00-09:30 |
Patrick Gill |
Have your cake and eat it too: How to invest in your future while paying your mortgage in record time |
- List the differentiators between “Good” and “Bad” debts
- List the benefits of the AYME (All Your Money Every Day) strategy
- Elaborate a plan to implement AYME
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| 09:30-10:00 |
Nutritional Break and Exhibitors |
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| 10:00-10:30 |
Austin Rogers |
You think you know how to invest in real estate? |
- Describe events occurring in Canadian Real Estate
- Describe the current Real Estate trends
- List different methods of investing in Real-estate (condos, homes, short-term rentals, apartments, commercial, etc.)
- Discuss the pros and cons of active vs. passive real estate investing
|
| 10:30-11:00 |
Jamie List |
A whole new world to investigate: what are alternative investments? |
- Define different types of alternative investments
- Clarify your personal investment objectives in alternative assets
- Identify structures best suited for your investment portfolio
|
| 11:00-11:30 |
Omar Khan |
The ins and outs of investing in the stock and options markets |
- Distinguish between stocks and options
- Describe the benefits and risks of options investing
- Develop long-term strategies for investing in the market
|
| 11:30-12:00 |
August Biniaz |
Real-estate syndicates beyond the Canadian border – what is it and how does it work? |
- List the benefits of investing in multi-family real estate in the US
- Elaborate strategies to foray into multi-family real estate investment opportunities
- Enumerate the risks associated with this type of investment
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| 12:00-13:00 |
Lunch |
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|
| 13:00-13:30 |
Norman Houle |
How do the New Federal Budget Rules Impact You? |
- Understand the personal and corporate impact of the new increased capital gains tax
- Understand the impact of corporate tax on passive income (TOPI) and the small business deduction limit with the potential clawback
- Understand the mechanics of the Capital Dividend Account within your corporation
|
| 13:30-14:00 |
Nick Giovannetti |
Physicians’ Estate Planning Playbook: Protecting Wealth and Preserving Impact |
- Establish a plan for Asset Protection
- Design a tax-efficient Wealth Transfer and Legacy
- Identify the tax land mines to avoid while building wealth within your MPC
|
| 14:00-14:30 |
Danjun Liao |
How to structure your mortgage for maximal efficiency? |
- Implement strategies to pay down mortgage more efficiently
- List strategies to take advantage of interest rates
- Elaborate a plan to build flexibility in your agreement
|
| 14:30-15:00 |
Nutritional Break and Exhibitors |
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|
| 15:00-15:30 |
Jennifer Eady and Jennifer Martin |
Unlocking Government Refunds for Doctors |
- Describe the SR&ED program for Doctors
- Provide real-life examples of how doctors can qualify
- Describe steps involved in submitting a SR&ED claim
|
| 15:30-16:00 |
Chris Rugel |
Be tax-efficient star-investor! |
- List the differences between income-generating assets (Dividends vs. Interest) and non-income-generating assets
- Evaluate risk levels for each asset type
- List tax-efficient structures to improve performance
|
| 16:00-16:30 |
Roger Sen |
Stock Market for Beginners: Gateway to Wealth Creation |
- List the basics of the stock market, its function, and key products, while offering practical insights for getting started
- Explain the different products available in the stock market and their characteristics
- Use practical tips and introduce basic strategies for stock market investing
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| 16:30-17:00 |
Ross Hendin |
Practice Management |
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| 17:00-17:30 |
Panel Discussion |
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| 17:30-19:00 |
Wine & Cheese and networking |
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