Wealth management strategies for business owners in Canada

​In this session, many powerful strategies that have helped businesses and business owners in the areas of investing, insurance, tax planning, and estate planning will be explored.

​We’ll walk through strategies you can apply whether you are part of a corporation, sole proprietorship, or partnership. Attendees will gain:

• ​A framework for wealth management

• ​Ideas for investing, insurance, tax planning, and estate planning

• ​Tips to avoid that common mistakes business owners make

• ​Real-world examples of wealth management strategies that work.

​This session is ideal for business owners or leaders looking to grow their wealth and ensure your money is working as hard for you as it can.