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Financial Planning for Professionals & High Networth Individuals

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Investors Group

1 Yorkdale Road

Suite 300

Toronto

Canada

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Presented by:

Manocher Jamal, Financial Educator

Investors Group Financial Services Inc.

You are cordially invited to our Financial Planning Seminar for Investors seeking guidance on how to save more of their earnings into savings and the benefits of compounded returns for retirement at Investors Group, Yorkdale Office in Toronto.

This is a Seminar especially designed for employed and self employed Professionals that feel they need to upgrade their knowledge about the investing landscape in Canada and create a solid Financial Plan that allows them to maximize returns on their savings. It is also meant for Professionals that feel that they need to explore other avenues of investing options to supercharge their Financial Plan.

Canadians are now living longer than ever before therefore; the importance of having a sound financial strategy throughout retirement has never been greater.


About the Event:

The Seminar will benefit Professionals that want to know how to structure and implement a professionally designed Financial Plan, how to increase tax deductions above those of RRSPs and other tools and techniques available beyond the known traditional concepts such as RRSP, RESP and TFSA accounts. We will also discuss insurance and how it can be used to not only provide protection to you and your family but how to use it to build wealth and for succession planning purposes.

A Financial Plan is unique as it is tailored for each client based on their individual differences and risk tolerances. It must also be written, updated regularly and kept in your file. Towards the end we shall explore why and how your Plan must be subjected to stress test by changing variables and advantages of the same.


Learn To:

  1. CREATE A PROPER RETIREMENT PLAN
  2. SETUP TAX-EFFICIENT OWNERSHIP STRUCTURES
  3. CUT FINANCIAL ADVISORY FEES USING CONCEPTS SUCH AS POOLING OF CAPITAL WITH LARGE PENSION PLANS
  4. USE CORPORATE FUNDS TO DEFER TAXATION
  5. CREATE A DIVIDEND EXTRACTION STRATEGY
  6. CREATE A TAX EFFICIENT INDIVIDUAL PENSION PLAN
  7. PROVIDE HEALTH AND DENTAL SERVICES
  8. USE INSURANCE TO PROTECT AND CREATE WEALTH
  9. USE FAMILY TRUSTS TO PROTECT YOUR WEALTH
  10. TRANSFER WEALTH IN A TAX EFFICIENT MANNER
  11. STRESS TEST YOUR FINANCIAL PLAN
  12. HAVING A WRITTEN FINANCIAL PLAN


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Investors Group

1 Yorkdale Road

Suite 300

Toronto

Canada

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