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Tax-efficient planning opportunities for business owners
Are you looking for ways to optimize the tax planning that can benefit your business? Join our upcoming seminar on March 26th from 6 pm at Monte Carlo Inn Vaughan,on Tax-efficient Planning for Business Owners.
This insightful presentation will explore tax-saving strategies specifically designed for business owners. From integrating personal and business planning to reducing tax liabilities on passive assets, I’ll cover it all! Get ready to discover the knowledge and tools to help you grow wealth tax-efficiently and protect your business during transitions.
Doors will open at 5:30 with networking and we will repeat that at the end.
Sign up today!
DATE: March 26th, 2026
TIME:6 pm
LOCATION: Monte Carlo Inn Vaughan, 705 Applewood Crescent, Vaughan, On, L4K 5W8
Room:170
Unable to attend but interested in learning more about this presentation?
Call or email me to book time to discuss.
Mike Butean
647-569-3799
https://advisor.sunlife.ca/mike.butean/
mike.butean@sunlife.com
Booking link: https://bit.ly/3fYCpjQ
Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer and is a member of the Sun Life group of companies.
©️ Sun Life Assurance Company of Canada, 2023.
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https://advisor.sunlife.ca/mike.butean/
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Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/mike.butean/
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Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/mike.butean/
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Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/mike.butean/
https://advisor.sunlife.ca/mike.butean/
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/mike.butean/
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/mike.butean/
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
We can help secure your future together. Let us know how we can help.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/mike.butean/
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