The topics of discussion will include: avoiding the "Stealth Taxes"; constructing the tax efficient portfolio; implementing the 5-fundamental tax minimization strategies; better strategies for tax-efficient retirement.
Guest Speaker: Daniel Collison, BA, CFP, TEP
Regional Director, Investors Group Financial Services, Inc. Lecturer on Personal Financial Management,MBA Program, Schulich School of Business, York University. Regular commentator on CP24
This is a no-cost seminar, however seating is limited, call Mary Ann J. Lara, FCSI, CGA, CFP at seminar hotline 416-292-7518 ext. 619 for reservation before Feb 18, 2008 so that the reservation can be confirmed.
Official Website: http://www.investorsgroup.com/consult/maryann.lara/english/default.htm
Added by laramaryann on January 27, 2008