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Business Series: Business Strategy (AM) and Wealth Management (PM)

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  • Freedom 55 Financial

    1508 West Broadway, 6th Floor, Vancouver, BC (map)

    49.263260 -123.139191

  • Office tower above/beside Indigo
  • Price: CAD15.00 /per person

    Refund policy

  • Content details will be added as they are confirmed. This series is geared toward owners of small to medium businesses.

    10am-12pm: Strategic Planning

    Contents of this one will be confirmed shortly.

    Our guest speaker for this session will be Anthony Taylor from SME Strategy Management Consulting ( Anthony is the managing partner at SME Strategy and was recently named as the Futurpreneur Canada Global Entrepreneurship Week Ambassador for Ottawa, Atlantic Canada, and Quebec.

    12pm-1pm: Lunch and Networking (refreshments included)

    1pm-3pm: Wealth Management for Business Owners

    In this session we will focus on managing your money within your corporation and outside of it. We will learn about strategies for building wealth, paying less tax, and passing on your wealth to your family later on. Incorporated business owners have many tools at their disposal for doing this, but many do not know what is available to them. We will explore some of your options so that you can meet your goals for your business and yourself! Topics include:

    • Balance Sheet Hedging Strategy - using corporate dollars and other people's money to mitigate risk and build a personal asset

    • Tax exempt insurance as an tax-friendly asset that can be used to fund your retirement

    • Self-pensioning strategies

    • And more!




    Note that unlike most of my meetups, there is a charge for this series. You do not have to attend all of the workshops in the series, but if you do register for all three days you will receive the third day for free. In order to get the third day free, register for two days and then send me a note and I'll add you to the third day at no cost. 

    Earlybird (by January 10): $15/day

    Regular (after January 10): $20/day

    This money will go toward refreshments so that you can stay over the lunch hour to network and socialize! Any excess money generated will be put toward the costs of running this Meetup group.


    When you arrive:

    This building automatically locks itself on the weekends, so I will be letting you in with my keycard and will post my number on the doors. Watch for the signs on the doors when you arrive at the building.

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14 spots available

RSVPs close: Jan 28 at 9:00 AM

  • Holly V.
    Event Host

    Hello! I am a financial advisor who believes very strongly in giving back to my community in the... more

Your organizer's refund policy for Business Series: Business Strategy (AM) and Wealth Management (PM)

Refunds offered if:

  • the Meetup is cancelled
  • the Meetup is rescheduled
  • you can cancel at least 3 day(s) before the Meetup

Additional notes: No-shows and last minute cancellations will not be eligible for a refund. Please contact me if you have questions about refunds.

Payments you make go to the organizer, not to Meetup. You must make refund requests to the organizer.

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