Tax Planning 101: Preserve Your Wealth

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

This event took place at the Thornhill Golf & Country Club on Monday, March 24th.

Preparing your taxes right. When it comes to preparing your taxes there are a lot of do-it-yourselfers and those who have it done by professionals. Either way, educating yourself can cut down on time, anxiety and perhaps prevent you from tax mistakes that can be costly.

We will cover:

  • Minimizing taxation of investment income
  • Tips and traps of income splitting within a family
  • Vacation properties – claiming the principal residence exemption
  • How to fund retirement tax efficiently
  • Tips for those who are self-employed

Join us, and ask the questions you want to know.

 

Paul McVean

ABOUT OUR SPEAKER

Paul McVean, BAccS, CPA, CGA, CFP, TEP

Paul McVean received his Bachelor of Accounting Science degree from the University of Calgary. He has also earned the Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. In addition, Paul has completed numerous tax specialty courses offered by the Canadian Institute of Chartered Accountants including the In-Depth Tax Course, Income Tax Practice, and the Advanced Owner-Manager Tax Planning Course and has presented many seminars on financial, tax and estate planning topics.

Paul is a member of CPA Canada, CPA Ontario, CGA Canada, CGA Ontario, Canadian Institute of Financial Planners, Society of Trust and Estate Practitioners, the Canadian Tax Foundation, and the Financial Planning Association (US).

Paul is also a Fellow of the Association of Chartered Certified Accountants, a United Kingdom-based organization. Paul is a contributor to CGA Ontario’s Personal Tax Planning Guide, and has authored and been interviewed for articles on a wide variety of topics appearing in publications such as Toronto Star, Globe & Mail, The Bottom Line, Investment Executive, Advisor.ca and the Ontario Dentist Journal.

Please RSVP by Wednesday, March 19th, as seating is limited.

Contact at Michelle Moniz TAX PLANNING 101
or call 905 771 5200 X223

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

This is a complimentary event. Lunch will be provided
by The McClelland Financial Group.

Related articles

We Are Living Better Than Our Parents Podcasts

We Are Living Better Than Our Parents

Contrary to all the negative news headlines our lives are better than they were forty years ago.Join Senior Financial Advisors Rob McClelland and Mike Connon as they explore some fun facts they discovered in 24 charts that show we’re (mostly) living bett…

Read More →
Webinars & Virtual Events

Back To School

Aug 22nd, 12:00-1:00pm Back-to-school time is a great time of year to take the opportunity to make sure your financial life is in order. Learn …

Read More →
Things to Consider In a Bear Market Podcasts

Things to Consider In a Bear Market

This episode of ThinkSmart is jammed-packed with ideas on coping with the current bear market. There is always uncertainty in the marketplace during these times and there are no guarantees but there are precedents. Could it get worse? Could we see a repe…

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Copyright Assante Wealth Management. © 2022

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.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.