Income Tax Reduction and Estate Tax Elimination

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We invite you to join us for our series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.

This event will take place at the Thornhill Country Club on Monday, August 26th between 12:00 and 1:00pm.

You will learn how:

  • To minimize or even eliminate taxes on your estate.
  • To avoid double taxation on your “Red” retirement accounts.
  • To bypass paying upfront capital gains taxes when selling your investments.
  • To convert assets into an income you can’t outlive and leave a lasting legacy.
  • Our government wants you to save taxes and leave more to your estate!

These are just a few of the serious concerns facing Canadians. Mike Connon, Carlo Cansino and special guest Keith Thomson; will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

Keith Thomson is an internationally recognized, author and consultant, specializing in estate and charitable tax planning. Thomson has recently authored the book “What Was Your Great Grandmother’s Name? ~ 50 Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community” and his numerous articles have appeared in publications such as The Globe and Mail and CA magazine. Hundreds of lawyers, accountants, financial advisors and philanthropic professionals have all benefited from his instruction. By utilizing the strategies revealed in Thomson’s presentations, entrepreneurs, professionals and retirees have been able to save and redirect to philanthropic organizations over $10 million of their “social capital”… also known as taxes. He currently serves on the Board of Directors of The Power Plant Contemporary Art Gallery and for over five years was chair of The African Medical and Research Foundation. Keith also has acted in various leadership roles including as a past board member of The Toronto Community Foundation. Keith, his wife, Tanja, their daughter Kiera, and dog Haggis reside in the Beach neighbourhood of Toronto.

Do not miss this opportunity to hear one of our nation’s most knowledgeable, entertaining and engaging speakers on the topic of how you can save income and minimize estate taxes.

While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe many benefit from the workshop.

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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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