Duane Francis | Seminars
1214
page-template,page-template-full_width,page-template-full_width-php,page,page-id-1214,qode-quick-links-1.0,ajax_fade,page_not_loaded,,no_animation_on_touch,qode_grid_1300,footer_responsive_adv,hide_top_bar_on_mobile_header,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-5.6,vc_responsive
 

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:

Natixis Investment Managers Presents: “Make More, Save More, Keep More”

Date: Wednesday, March 27th, 2019
Location: 1525 Carling Ave, Lower Boardroom
Time: 6:30 – 8:00 p.m.

It’s that pesky time of year again, when we all need to get our taxes done. We all realize how much of our hard-earned money is being lost to taxes. If you have non-registered (cash) accounts and/or are an incorporated business owner, this session is for you. Changing the nature or structure of your income can have drastic short and long-term effects on the amount of money you can make, save, and ultimately keep.

 

With the new tax rules surrounding passive income held within a corporation, tax planning for business owners has become more important than ever.

 

We are pleased to present Daniel Bognar, Managing Regional Director of Natixis Investment Partners. Dan will be sharing his expertise in corporate class investment structures, which aim to change the tax nature of passive or investment income.  These structures should be of particular interest to business owners and those who hold investments outside of TFSA and RRSP.

 

This session promises to be informative and fun, while providing an opportunity to ask an expert questions you may have.

 

This seminar will take place on Wednesday March 27th, 2019 at 1525 Carling Avenue (east building) in the lower level boardroom. The seminar will begin at 6:30pm and refreshments will be served! Please send your RSVP by Friday

March 22nd to Natalie Nunn by calling 613-728-0101 ext 221 or by email to nnunn@mandevillepc.com.

I hope to see you there.

Duane

SOCIAL EVENTS