Financial Planning & Shariah Investing for Individuals & Families
Event Information
Description
You are cordially invited to our Shariah Compliant Financial Planning Seminar for Investors seeking guidance on how to build a Shariah Compliant Portfolio at Investors Group, Toronto MidTown Office.
About the Event:
This is a Seminar for Canadian Investors that are seeking guidance on how to build a Shariah Compliant investments portfolio and at the same time protect themselves from unforeseen risks. Our focus on these investors has allowed us to build a deep understanding of the investment, tax and risk management strategies applicable to them.
How to use Tax planning and tax minimization are the key components of any financial plan. As part of an integrated and comprehensive wealth plan, at the Seminar we shall explore some of these tools and how we can use these tools to create a unique and successful wealth accumulation program tailored for each client.
At the Seminar we shall concentrate on some of following areas and how we can build and execute a plan that will work for you and your loved ones.
- How to MINIMIZE YOUR TAX BURDEN
- How to CREATE A PROPER RETIREMENT PLAN
- How to STRUCTURE YOUR PROFESSIONAL CORPORATION
- How to BUILD A PORTFOLIO USING INVESTORS GROUP & THIRD PARTY FUNDS
- How to CREATE A DIVIDEND EXTRACTION STRATEGY
- How to CREATE A TAX EFFICIENT PENSION PLAN WHILE LIMITING MARKET RISK
- How to PROTECT YOURSELF AND YOUR FAMILY
- How to TRANSFER WEALTH IN A TAX EFFICIENT MANNER
- How to USE FAMILY TRUSTS TO PROTECT WEALTH