To be held at: 220 Commerce Valley Drive West 3rd Floor Markham, Ontario L3T 0A8 5:30PM – 7:30PM Refreshments will be Provided RSVP 7 Days Prior to Your Chosen Event Alan Kwan: (905) 707-6253 [email protected] An Exclusive TD Wealth Private Investment Advice Event Hosted by: Patricia Greco, CPA, CA, Investment Advisor (905) 707-7012 | [email protected] Susan Yao-Arkilander, CFP, MBA, Investment Advisor (905) 707-1586 | [email protected] TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank. Wealth Forums for Business Owners & Professionals Wealth Management Strategies for You Income Splitting Strategies Shift income to children & dependents potentially save tax to pay for children’s expenses April 10, 2018 Dale Durand CPA, CA, CFP, Business Succession Advisor, Wealth Advisory Services Estate & Business Succession Planning Strategies Be ready for the Unexpected April 24, 2018 Jeff Halpern CPA, CA, TEP, Business Succession Advisor, Wealth Advisory Services Tax Changes for Private & Professional Corporations Create a safe haven for investment income in your corporation, Create your own Individual Pension Plan, Corporate Insured Retirement Plan May 1, 2018 Dale Durand CPA, CA, CFP, Business Succession Advisor, Wealth Advisory Services Pension Style Investment Management John Tedesco Regional VP, Invesco

Wealth Forums for Business Owners & Professionals...Jeff Halpern CPA, CA, TEP, Business Succession Advisor, Wealth Advisory Services Tax Changes for Private & Professional Corporations

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Page 1: Wealth Forums for Business Owners & Professionals...Jeff Halpern CPA, CA, TEP, Business Succession Advisor, Wealth Advisory Services Tax Changes for Private & Professional Corporations

To be held at:

220 Commerce Valley Drive West3rd Floor

Markham, OntarioL3T 0A8

5:30PM – 7:30PMRefreshments will be Provided

RSVP 7 Days Prior to Your Chosen Event

Alan Kwan: (905) [email protected]

An Exclusive TD Wealth Private Investment Advice EventHosted by:

Patricia Greco, CPA, CA, Investment Advisor(905) 707-7012 | [email protected]

Susan Yao-Arkilander, CFP, MBA, Investment Advisor(905) 707-1586 | [email protected]

TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.

Wealth Forums for Business Owners & ProfessionalsWealth Management Strategies for You

Income Splitting StrategiesShift income to children & dependents potentially save tax to payfor children’s expensesApril 10, 2018Dale Durand CPA, CA, CFP, Business Succession Advisor, WealthAdvisory Services

Estate & Business Succession Planning StrategiesBe ready for the Unexpected April 24, 2018Jeff Halpern CPA, CA, TEP, Business Succession Advisor, WealthAdvisory Services

Tax Changes for Private & Professional CorporationsCreate a safe haven for investment income in your corporation,Create your own Individual Pension Plan, Corporate InsuredRetirement PlanMay 1, 2018Dale Durand CPA, CA, CFP, Business Succession Advisor, WealthAdvisory Services

Pension Style Investment Management John Tedesco Regional VP, Invesco