Assante Team
Helping our clients
gain financial confidence
Steve Willems April 24, 2018 Webcasts

Wealth Matters Quarterly Webcast

The second quarter webcast of Wealth Matters for 2018 will be held on Wednesday, May 9 at 11 a.m. PST.

Many business owners and tax professionals alike have been following the federal government’s proposed tax reforms for private corporations since last summer. Regrettably, the changes have kept coming. In this session, Melissa Marshall and Chris Thomson, Regional Vice-Presidents of Assante Private Client, a division of CI Private Counsel LP, will explore the changes to the income splitting and passive investment income rules as they stand today, and provide some planning guidance for business owners and their families to organize their business affairs.

Following our wealth planning discussion, we will be joined by Chip McKinley, Senior Vice-President of Cohen & Steers Inc. Chip will make the case for their favourable outlook for real estate securities and why they believe REIT investors will benefit in the current global economy. In addition, he will provide an overview of their unique background as pioneers in listed real estate.

A Q&A period will also be available at the end of each portion of the presentation.

How to access the webcast

  • Participate via your Internet browser.
  • Listen live via telephone: 1-(866) 521-4909

Playback

The entire webcast is available for playback online at this link.