How PPP Can Reduce Taxes When Selling A Business & How Alternative Investments Can Benefit You

 

ABOUT THIS WEBINAR

Personal Pension Plans and Alternative Investments…. Are they a fit for you?

IF YOU ARE A DOCTOR, DENTIST OR BUSINESS OWNER, THE PPP® MIGHT BE A PERFECT SOLUTION FOR YOU.

45 min Virtual Workshop :

Guest Speaker : Jean-Pierre A. Laporte, BA, MA, JD, RWM

THE PPP®, IS A POWERFUL RETIREMENT, TAX AND ESTATE SOLUTION FOR HIGHLY TAXED BUSINESS OWNERS AND INCORPORATED PROFESSIONALS

Some PPP® benefits include,

Highest levels of tax deductions in Canada

Maximum accumulation of retirement savings

Ability to top up on past PPP contribution limits (buy back past years of service)

Reduce capital gains upon the sale of your practice/company

Ability to pass wealth to children without taxation

Allows for tax efficient asset allocation in turbulent markets

Join me for an virtual workshop to see if PPP® can be part of your investment plan and how and if Alternative investments and strategies should be considered for your investment portfolio given the current market conditions.

Michael Martella

Senior Financial Advisor, Assante Capital Management Ltd.

Financial Security Advisor, Assante Estate and Insurance Services Inc.

With over 20 years of experience in financial services, I focus on medical professionals and entrepreneurs because I understand your needs. Wealth management is not the same for everyone. I will develop strategies that work for you, allowing you to grow your practice and business as efficiently as possible. My team and I can help you with your investment planning , wealth planning, tax efficiency planning and estate planning needs.

Book a meeting using the link below

https://calendly.com/mmartella/30-60-minutes

How the New Normal Impacts Your Investments

 

ABOUT THIS WEBINAR

Understanding and respecting this new normal and low interest rate environment can help reduce portfolio turbulence, investment anxiety and possibly improve your returns.

Watching the market bounce up and down can make your head spin and cause some unnecessary stress and anxiety. However, volatility can create some opportunity.

Has the NEW NORMAL affected your portfolio and wealth?

Have you adapted your investment plan to adjust to this new environment?

Join me for this 45-minute webinar where I discuss the NEW NORMAL of the stock market and how it relates to your portfolio.

Catering to doctors, dentists and business owners, I have provided my clients effective wealth management solutions and guidance since 1999.

From individuals to large, multinational corporations, my mission is to help you reach your distinct financial goals no matter where your finances are today.

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

*Alternative investments are subject to unique and high degree risks and may not be appropriate for all investors. Prospective investors should carefully read the relevant prospectus, offering memorandum, or information statement for associated risks and tax consequences before investing. Commissions, trailing commissions, management fees and expenses, may all be associated with alternative investment funds. Furthermore, they are not guaranteed, their values change frequently and past performance may not be repeated.

YouTube Channel
Tuesday, September 22th 2020 - 7:00 PM (EDT)
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HOSTED BY
HOSTED BYYour personal CFO
Martella Group
Senior Investment Advisor @ Martella Group, Assante Capital Management Ltd.