Duane Francis | Seminars
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Seminars

Professional Seminars

Each month, clients are welcome to join us for a variety of compelling Seminars that can help you gain a better understanding of the multiple facets of the financial world as well as in other non-financial topics. We bring in established accredited professionals in a professional and impartial environment and allow you the ability to ask questions. Topics range from tax planning and retirement planning, to travel options and seasonal gardening. The topics and speakers are selected based on where your interests lie, and we are always open to suggestion
We offer different types of seminars

We routinely organize several seminars throughout the year with leading experts in the financial industry.

Tax Planning

Insurance Planning

Pension Planning

Other Seminars

Upcoming Seminar:

Tax Planning Through Limited Partnerships & Spousal Loans

Date: Wednesday, January 23rd, 2019
Time: 6:30 p.m. – 7:30 p.m.
Location: 1525 Carling Ave, Lower Boardroom

 

Year after year we need to ask the question of whether or not we can pay less in taxes than the previous year. We here at Mandeville have a number of proven and effective ways to assist clients in driving down their tax bill and have chosen to present two ways in which clients can benefit. As many clients may recognize, every year we utilize Flow Through Limited Partnerships in order to help reduce taxes paid and reduce potential Old Age Security (OAS) claw back.

 

How do these investments do this you might ask? The Canadian government realizes the high risk associated with junior resource companies. They therefore provide a tax incentive when investing in resource related companies. This incentive works similarly to an RRSP contribution, in that it provides a tax deduction with some additional advantages which we will illustrate.

 

The second topic will focus on Spousal Loans and demonstrating how couples can pay less tax as a whole rather than as individuals when one spouse is a higher earner relative to the other. Whether you currently utilize either of these strategies or simply would like to learn more, this seminar is sure to be an incredibly valuable opportunity for many clients.

 

We are grateful to be joined by Peter Christiansen, President & Director of Probity Capital Corporation. Mr. Christiansen has over 22 years of experience in the financial services industry, offering expertise in mutual funds, labour sponsored funds, hedge funds, and flow-through partnerships. Prior to co-founding Probity Capital Corporation with Brent Larkan in 2014, he was the managing partner for Eastern Canada for i9 Capital Consulting. Prior to that position, Mr. Christiansen was the Executive Vice President, National Sales for Middlefield Group where he led a sales team that raised money for mining focused flow-through limited partnerships.

 

We will also be joined by Michael Prittie, Portfolio Manager and Branch Manager of Capital Wealth Architects. Michael will take the time this evening to discuss Spousal Loans which is a strategy he has used for a number of clients over his 30+ years of experience as a Financial Advisor.

 

This seminar will take place on Wednesday, January 23rd, 2019 at 1525 Carling Avenue (east building) in the lower level boardroom. The seminar will begin at 6:30 pm and refreshments will be served! Please send your RSVP by Friday, January 18th to Natalie Nunn by calling 613-728-0101 ext. 221 or by email to nnunn@mandevillepc.com.

 

Your presenters: Peter Christiansen & Michael Prittie

 

Again, refreshments will be served.

 

I hope to see you there.

 

Duane Francis

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