Cover Image for PART 2 - Clarity over Complexity : A Wealth & Tax Series for Women
Cover Image for PART 2 - Clarity over Complexity : A Wealth & Tax Series for Women
Private Event

PART 2 - Clarity over Complexity : A Wealth & Tax Series for Women

Hosted by Michelle De Souza, Jean Ogloff & Andrukow Wealth
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Calgary, Canada
Registration
Past Event
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About Event

​PART 2 — Business, Control & Long-Term Planning - March 13, 10:00 - 11:00am

​RBC Her Capital Collective presents...

​From Success Today to Security Tomorrow - Advanced planning for women who own businesses

​You’ve built a profitable business.

​You’re earning well.

​Yet you may still be wondering:

​… Where is the money actually going?

​… Am I set up properly if I ever want to step back — or sell?

​This session addresses why many successful women business owners feel financially uncertain despite strong income. We’ll unpack how business income becomes personal wealth, where inefficiencies hide, and how today’s decisions quietly affect future flexibility.

​Key Topics

  • ​“I’m making money… so why doesn’t it feel clear or secure?”

  • ​Paying yourself: salary, dividends, or a hybrid — and why it matters

  • ​When incorporation truly makes sense (and when it doesn’t)

  • ​Managing passive income inside corporations

  • ​Estate freezes and family trusts — explained in plain language

​You’ll Walk Away With

  • ​How to turn business success into personal financial independence

  • ​Early planning strategies that make future exits smoother and less costly

  • ​A clearer understanding of which strategies are sustainable — and which are risky

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​Hosts and Moderators of the event:

​Preet Khinda, CPA, CA Partner, LNS Chartered Professionals Accountants

​Preet provides assurance, accounting, and tax services to a wide range of clients across various industries, with a specialization in not-for-profit organizations. She takes a hands-on approach, is actively involved in her client engagements, and is committed to providing timely support and practical advice.

​Michelle De Souza, CPA, CMA - RBC DS, Andrukow Wealth Group

​Jean Ogloff, CIM - RBC DS, Andrukow Wealth Group

​Michelle and Jean are wealth advisors at the Andrukow Wealth Management Group of RBC Dominion Securities. They specialize in providing tailored investment management and thoughtful wealth planning strategies. Michelle and Jean work closely with clients to simplify complex financial decisions and build strategies designed for long-term confidence and clarity.

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​RSVP by March 5th

​​This discussion will start at 10:00am sharp and will be followed by a Q&A. We only have an hour, so please come on time (or even slightly before!).

​​WHERE:

  • ​Address: 855 - 2nd Street SW, Bankers Hall (once registered, specific address will be sent to audience)

​Refreshments will be served.

Location
Please register to see the exact location of this event.
Calgary, Canada