Title: Tax in Life and Death – Keeping taxes away from your savings and passing on wealth through Estate Planning.
Date and Time: November 7th, 2017, Tuesday 12:00 -1:30 PM.
Location: Halpern Centre, Burnaby Campus, Room 114.
Presenters:
Ahsen Ansari, Investment Advisor (RBC Dominion Securities)
Christine Lowe, Lawyer (Richard Buell Sutton LLP)
Hussain Haji, Senior Manager (Rise CPA)
Adam Plank, Tax Partner (Rise CPA).
We will learn from these specialists in the field of investment, taxation, and estate planning. We hope to learn how we can protect our retirement funds and minimize taxes. It is suitable for retirees and people who are approaching retirement.
A light lunch and beverages will be provided by the courtesy of RBC Dominion Securities.
Please RSVP to one of us before October 31, 2017.
The SFURA FIG Team:
Marv Wideen wideen@sfu.ca
Tom O’Shea oshea@sfu.ca
Philip Mah pmah@sfu.ca.
Presentations from the Tax in Life and Death session:
The presenters have provided powerpoint files used during their presentations.
You may download teh files by clicking on the links and savng to your desktops.
Presentations |
PDF FORMAT | |
|---|---|---|
| Richards Buell Sutton | Passing on Wealth Through Estate Planning |  |
| RISE CPA | Tax Planning For Retirement | |
| RBC Dominion Securties | Strategies To Pay Less Tax In Retirement |
|
For further infomration you may contatct the presenters:
Christine Lowe - Lawyer, Richards Buell Sutton LLP
604-661-9201 or
clowe@rbs.ca
Ahsen Ansari - Investment Advisor, RBC Dominion Securities
604-257-2482 or
ahsen.ansari@rbc.com
Hussain Haji - Senior Manager, RISE CPA
604-917-0214 or
hhaji@risecpa.ca