Income Tax Planning Event

What still works for small businesses and their owners?

  • Are you an incorporated?

  • Are you at a loss to reduce your tax bill other than taking your income as dividends or paying salary to generate RRSP room?

  • Do you want to maximize the money you keep and minimize the tax you pay?

If you answered yes to all these questions, you need to attend our upcoming event.


Joelle Hall, Portfolio Manager, Investment Advisor, CA, CPA, CIM, FPSC Level 1, MBA will highlight the comprehensive approach our team takes to integrate your corporate structure and your personal finances to maximize your opportunity to build wealth and share six key strategies that still work after the changes to taxation for small business and their owners in the 2018 budget.

Registration for our Income Tax Planning Event is now closed. If you are still hoping to attend please reach out to Shawna O'Brien at and we will do our best to acommodate you.