This Webinar is focused on those with a Professional Corporation. It will feature ideas and new opportunities that we see in 2020 and in a post COVID-19 world.
We will hear the best advice from a Lawyer, Accountant, Actuary and TriDelta Wealth and Planning specialists, all who work closely with Professional Corporations.
• How to best make use of current Government initiatives related to COVID-19
• Unique ways to draw funds out of Corporations tax free
• Unique ways to invest within your Corporation to reduce volatility and tax
• Post COVID-19 legal issues to watch out for
• Individual Pension plans (IPP) and why more Professional Corporations are using them today
Fraser Lang, CFP, CLU, CHS, Senior Vice President Sales & Business Development at GLB; is dedicated to strengthening the brand of GBL as a market leader in IPPs, RCAs, FMV of Insurance, and other strategies. Fraser has 20 plus years of experience in the financial services industry.
Greg Loskutov, CPA, CA, LPA principal at Omega Squared Professional Corporation; a full service accounting practice that focuses on providing accounting, taxation and advisory services to entrepreneurs and small businesses with a focus in medical professionals. Greg has 15 years of experience.
Michael E.B. Taing, BBA., LL.B is the managing lawyer for Healthcare Professionals and practices in the Corporate/Commercial and Real Estate divisions at Hummingbird Lawyers LLP.
Asher Tward, VP Estate Planning, TriDelta Financial. Asher runs the Estate Planning group at TriDelta, where he specializes in Planning and maximizing tax efficiencies across an individuals’ Corporation and Personal financial landscape.
Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial.
Ted Rechtshaffen, President and CEO, TriDelta Financial
Asher Tward, VP Estate Planning, TriDelta Financial
Corrado Russo, CFA, MBA, Senior Managing Director, Investments & Global Head of Securities, Timbercreek – The firm manages $2 billion in Global Real Estate Securities
Nick Kyprianou, Director,President and CEO, RiverRock Mortgage Investment Corporation – 30 years’ experience as a Canadian Leader in the Mortgage Industry
Cam Winser, CFA, SVP, Equities, TriDelta Financial
Paul Simon, CFA, VP, Fixed Income, TriDelta Financial
Hosted by Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial
Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
New Opportunities for Bridging Income in tighter lending markets: David Sharpe, LLB, LLM, MBA, CEO, Bridging Finance Inc.
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Pension and Borrowing Opportunities Ted Rechtshaffen, CFP, CIM, MBA, President and CEO