
Continually learn, network and apply knowledge to the benefit of our clients.
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:
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What the LCGE is and how it works
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Qualified Small Business Corporation Shares – the 3 tests
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What to do now if you’re planning to sell, freeze shares, or retire
Schedule:
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🕔 5:30 PM – 6:00 PM: Networking and refreshments
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🕕 6:00 PM – 7:00 PM: Expert presentation + Q&A
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🕖 7:00 PM onward: Casual meet & greet
Free to attend. You’ll receive a confirmation email with event details