Chamber Table Talk | Tax-Efficient Investing of Your Corporate Retained Earnings

When:
April 7, 2022 at 3:00pm - 4:00pm

Where:
Virtual Event
185 Lakeshore Drive W
Website

Posted By:
Chamber Table Talk | Tax-Efficient Investing of Your Corporate Retained Earnings

Fees & Admission:
Everyone Welcome – register today!  

Ticket Info:
Member Fees: $5.00
Non-Members: $5.00

Register

Join us for our April Chamber Table Talk hosted by Neil MacDonald with Financial Dream Solutions.  Neil will outline how to use specialized investment vehicles for safe and tax-efficient investing of your retained earnings, without annual taxation on growth, and 100% liquidity whenever you need it.

You’ll have access to world-wide investments without foreign taxation, automatic management fee discounts, no fees or penalties on withdrawals, all managed by Canada’s top award-winning Fund Managers.

Neil MacDonald, Sun Life Financial Dream Solutions Inc.

As a successful young entrepreneur in Penticton, Neil evolved into his career with Sun Life Financial in 2006, where from the beginning he worked passionately to not only build and advance his practise, but continually expanded on his skills and education to create relationships that fostered trust, honestly, and loyalty with his clients.

 


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