The Business Growth Funding Workshop | The Corporate Tax Planning Series
🚀 The Business Growth Funding Workshop | The Corporate Tax Planning Series
You’ve built a profitable business. Now let’s unlock capital to scale it.
Most entrepreneurs rely on retained earnings or personal borrowing to grow — but that’s not how top founders do it. This exclusive workshop is designed for incorporated professionals and business owners who are ready to fund growth the smarter way.
We'll show you how to access capital without draining cash flow, using tax-efficient lending strategies that banks won’t tell you about.
🔍 What You’ll Learn:
How to unlock capital inside your corporation — even without selling assets
The funding playbook elite entrepreneurs use to expand operations or invest in real estate
How to use insurance lending to finance growth with minimal tax impact
Why coordinated planning beats bank-only advice — and how to build your team of experts
👥 This Event Is For You If:
You have a profitable corporation with excess earnings
You’re exploring expansion, real estate, or major reinvestment
You’re tired of tax drag and want your money working harder
You want smarter leverage and long-term wealth solutions
🎤 Meet the Speakers:
Carl Brodie, CFP
Chief Financial Planner, Stone Owl Family Office
A recognized leader in tax-efficient wealth planning for incorporated professionals.
Max Wolinsky
Managing Partner, Coal Harbour Law
Max has led hundreds of millions of dollars in M&A, real estate financing, and charitable gifting transactions, and regularly advises individual investors and family offices on complex commercial deals.
Nick Laxton
CEO, Fieldhouse Capita
Nick specializes in portfolio management, risk strategies, and proprietary trading models across all asset classes. His pragmatic, research-driven approach helps clients harness repeatable market behaviour within robust risk frameworks.
Jeremy Cruz
Private Banker, RBC
With over 25 years of experience, Jeremy provides discreet financial counsel to high-net-worth business families in Greater Vancouver, specializing in tailored banking, credit strategies.
🥗 Dinner Will Be Served
Enjoy a catered dinner featuring fresh salads, proteins, and seasonal vegetables.
🔒 Limited Spots. Serious Strategy.
This isn’t a basic finance session — it’s a high-level workshop for owners ready to scale with confidence.
🎟️ Reserve your seat now — and learn how to fund growth the way top operators do.