david event

    Maximize your wealth and minimize your taxes! Strategic tax solutions for business owners and self-incorporated professionals

    Choose between two convenient time options.

    Breakfast and learn: 8:30 a.m. – 10:00 a.m.

    Lunch and learn: 12:00 p.m. – 1:30 p.m.

    Join us for breakfast or lunch and a dynamic presentation designed for business owners and self-incorporated professionals to discover how to secure your financial future. If you have a significant taxable event in 2025, then this session is for you.

    Gain powerful insights and powerful strategies on how to:

    • Maximize savings: Unlock tax savings with Individual Pension Plans (IPPs), Retirement Compensation Arrangements (RCAs), and other strategies.
    • Grow your wealth: Build substantial assets and secure your financial legacy.
    • Simplify asset transfers: Ensure a seamless transition to the next generation.
    • Minimize taxes: With strategies to reduce, defer and eliminate taxes.

    Attendance is complimentary, but space is limited.

    Kindly RSVP to Bilkis Walji at bilkis.walji@rbc.com or 905-822-1262
    A RSVP link is available here

    Location:

    Meadowvale Conference Centre, Hudson Room
    6880 Financial Drive
    Mississauga, ON

    Hosted by:

    David Barnsdale, CFP, CIM, FEA, FCSI
    Senior Portfolio Manager and Wealth Advisor
    RBC Dominion Securities

    Jean-Pierre Laporte, BA, MA, JD

    Chief Executive Officer
    INTEGRIS Pension Management Corp

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    Hourly Schedule

    New Day

    Date

    May 20 2025

    Time

    12:00 pm - 1:30 pm

    Cost

    Free

    More Info

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    Organizer

    David Barnsdale, RBC Dominion Securities (Clarkson Village BIA Member)
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