The Power Investment Team
Tax-efficient investing for business owners…how to keep more and grow more.
Recently, our team held a breakfast event for our business owner clients. The information presented shed light on a topic that is top of mind as we embark on tax season in the coming months. Our guest speaker, CI Global Asset Management’s Vice President of Tax, Retirement & Estate Planning, Wilmot George Jr. discussed tax-efficient investing for business owners, with a specific look at taxation strategies for corporate income. It was great to see like-minded business owners coming together for this timely topic and discuss how this information assisted them.
If you own a business and would like to learn about the various tax opportunities you can discover by working with our team, contact us and we'll also add you to our guest list for our upcoming events. We look forward to hearing from you. Email: firstname.lastname@example.org or call 905 566-3352.
The Power Investment Team hosted a very successful and thought-provoking client event featuring Benjamin Tal in October. Ben is Managing Director, Deputy Chief Economist, CIBC World Markets Inc. He is a member of our economic team that is responsible for analyzing macro-economic developments and their implications for fixed income, equity, foreign exchange and commodities markets. Ben also acts in an advisory capacity to bank officers on issues related to wealth management.
With over 20 years’ experience advising clients, industry leaders, corporate boards, trade associations, and governments on financial issues, Ben presented our attendees with an economic and market outlook for what investors can expect in 2023 and beyond.
If you weren't in attendance, this CIBC economic report covers key highlights of Ben's presentation that evening. Reach out to our team if you have questions or would like to be added to our guest list for future events: email@example.com
We look forward to seeing you at the next Power Investment Team event!