The premier CE destination for Canada's financial professionals

Running a Small Business New Rules: Part 1 Income Splitting & Passive Income

This session provides an overview of the proposals, changes and updates dealing with income splitting and passive income as well as concerns, cautions and opportunities for business clients and their advisors. Attendees will gain a clearer understanding of the ramifications of the proposals through a series of case studies. The session will also cover some next steps for advisors and their clients.

Running a Small Business: New Rules Part 2 - Targeted Shareholder Employee Benefit Plan, Options and Opportunities

In this webinar Peter Wouters discusses targeted shareholder employee benefit plans as options to holding retained earnings destined to provide retirement cash flow, and trusts that offer benefits for select employees. Attendees will gain a new understanding of the ramifications of the proposals and options they can discuss with small business shareholders.

Running a Small Business: New Rules Part 3 - Corporate Owned Life Insurance and Personal Estates

Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax consequences. Join Peter Wouters as he takes a deeper look at individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

2019 Outlook

In this presentation, Capital Group investment professionals share their 2019 outlook on markets and economies: 

 

• Is the next recession looming? 
• Will international equities continue to disappoint investors? 
• How should you approach fixed income? 

 

 

Special Needs & Disability Estate Planning

This presentation cements Ken Pope as one of the foremost experts in the field of Estate Planning for people with disabilities in Canada.

If any of your clients have a child or grandchild living with a disability, then this presentation is a must to better understand how you can help your clients plan for their children's future.  Learn about the government programs, and the planning tools at your disposal from the expert!