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Wealth Creation & Management Webinars

Members can register by clicking here
Guests/non-members can register by clicking here

August 26, 2020

1:00pm - 2:00pm ET

IPPs — Who is the Strategy Appropriate For?

IPPs are receiving a considerable amount of attention given the 2017 tax changes affecting small businesses. The Boomer generation that founded many of Canada’s small businesses are now wanting to ensure that they will have adequate retirement incomes and are seeking tax-effective solutions in this area. IPPs have also evolved since 1991, and more recent design features will be covered (e.g, hybrid plans). Participants will leave this workshop with an ability to identify the appropriate candidates for an IPP. There will be an overview of the key provisions of the tax rules, followed by case studies illustrating who the ideal candidates are.

Technical Case Study Advanced

Trevor Parry, LLB, President, The Malthus Group
William C. Kennedy, FSA, FCIA, Senior Vice President, LMC Group
Lea Koiv, CPA, CMA, CA, Principal, Lea Koiv & Associates Inc.

Kelly Adams, B Comm, CLU, ChFC, CFP, FEA, Principal, Trusted Advisor, BWP Advisory Services Inc

2:15pm - 3:15pm ET

Exchange Traded Funds Myths Explained and Understanding How Advisors are Using Them in Their Practice

The presenters will illustrate the explosive growth in Exchanged Traded Funds (ETF) over the last number of years and explain some of the myths associated with them. With a panel of experts and advisors you will learn how to construct a portfolio using ETFs and how advisors have used them in their practice with their clients. The advisors will explain when they feel an ETF is appropriate or why they feel it is not appropriate in the client portfolio. You will also learn the dos and don'ts of using an ETF.

Practical Basic

Anthony Chouinard, VP, and ETF Analyst, Mackenzie Investments
John Lunz, CFP, FEA, CIM, President, Senior Financial Advisor, Arca Financial Group

Whitney Hammond, CFP CLU, CEO, Sovereign Wealth Management Inc

3:30pm - 4:30pm ET

RDSPs – An Underserved Market, an Opportunity for Advisors

Since their inception over 10 years ago, RDSPs have been a great way for Canadians with disabilities to save. Being able to receive up to $90,000 in government grants and receive tax-deferred growth on the grants and contributions is essential to improving the lives of Canadians living with disabilities. However, RDSPs are not as simple to obtain and manage as many might expect from this underserved market. Co-presented by CALU members for both the technical and practical considerations, this session focuses on how to avoid the pitfalls and maximize the opportunities in obtaining, growing and distributing funds within a RDSP.

Technical Intermediate

Jason Watt, CLU, Instructor, Business Career College 
Jonathan Taylor, CFP, President/ Financial Planner, Ross Taylor Financial Corporation

Adrian George CFP, CLU, TEP, President, PlayCheques Financial Solutions

Members can register by clicking here
Guests/non-members can register by clicking here