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Learn. Connect. Plan with Confidence.

Join our in-person and online events designed for business owners, professionals, and advisors who want to stay ahead of tax rules, exit planning, and insurance-based wealth strategies. Each session offers real-world insight, practical guidance, and actionable tools you can use right away.

Explore our upcoming sessions below — and reserve your spot before they fill up.

Upcoming Event:

Big Tax Savings Are Still Possible — If You Qualify

Capital gains rules are changing — and many business owners may no longer qualify for the Lifetime Capital Gains Exemption (LCGE).

You could still unlock up to $1.25 million tax-free, but only if your shares meet the CRA’s strict QSBC requirements.

Join us for an exclusive evening session — network in person, or tune in virtually for the one-hour presentation.

 

We’ll cover:

  • What the LCGE is and how it works

  • Qualified Small Business Corporation Shares – the 3 tests

  • What to do now if you’re planning to sell, freeze shares, or retire

 

Schedule:

  • 🕔 5:30 PM – 6:00 PM: Networking and refreshments

  • 🕕 6:00 PM – 7:00 PM: Expert presentation + Q&A

  • 🕖 7:00 PM onward: Casual meet & greet

​Free to attend. You’ll receive a confirmation email with event details

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