Stay informed

Tax efficient planning opportunities for business owners
2025-06-04T21:30:00
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 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.

We will have a very well known presenter in the person of Robert Niksic,CFP since 2006.

Robert has gained in-depth expertise from his roles as Investment Advisor, Fund Wholesaler, and Senior Consultant for wealth management. He has also been a consultant and intermediary for private business. He has often been recognized as a speaker at industry events.


Robert believes the key to success is a good working relationship built on trust.

Hors d'oeuvres will be served and cash bar will be available during the event.

Please RSVP to this webinar by filling in the form below:

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.
Inside the shift: Why secondary markets are leading Canada's real estate growth

Inside the shift: Why secondary markets are leading Canada's real estate growth

Investors, once fixated on primary markets, are turning their gaze to Canada’s secondary cities, which have quietly outpaced traditional powerhouses in key economic indicators: population growth, job creation, and rental demand.
Why Saving for Retirement Is Harder for Women Than You Might Think

Why Saving for Retirement Is Harder for Women Than You Might Think

Many people struggle to put away a suitable amount to live on once they stop working. However, it's typically much harder for women, who tend to shoulder more responsibilities outside of work, including raising children and caring for older family members.
Should you set up a corporation with friends to invest? - MoneySense

Should you set up a corporation with friends to invest? - MoneySense

Should you set up a corporation with friends to invest? What to consider when deciding to incorporate a company with friends to buy real estate and more.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.