- Real Estate & Corporate Assets to the Next Generation
Join us for an evening of wine, coffee, refreshments and crucial learning. IG Wealth Management Mississauga is happy to host real estate property owners on the 23rd of May at 6:15 PM in our brand new office with guest speakers, Real Estate Sales Representative Patricia Gonzalez de Grieco, MBA, CPA, CIPS and Michael Carney from City Condo Investments. Our main speaker will be Regional Director of IG Wealth Management Mississauga, Andrew Mackenzie, CFP, BBA. This seminar discusses everything commercial and rental property owners should know about wise purchases, tax liability and becoming incorporated. Lesser known concepts highlighting strategies to maximize the property's after-tax value when passed along to the next generation will also be discussed. Topics: • Why buy rental properties. • Using corporations to limit and plan for tax liability. • Improving cash flow and reducing taxes today. • Efficiently passing on rental properties to the next generation. • When to claim Capital Cost Allowance. • Whether to own property personally or corporately. Address: 10th Floor - 1 Robert Speck Parkway, Mississauga Take a gander at our venue below. Real Estate Property Owners welcome!
- LOVE IT OR LIST IT - Renovations & Home Reorganization VS Moving -
You don't have to own a property to feel at home. The way we take care of our spaces has a great impact in our lives. If we own our space we have to decide if the changes we would make to it would have the expected payback or we would be better off moving to another place that fits the way we want to live. Understanding what we expect from our spaces, what is the cost involved to renovate and the payback of the work help us make wise decisions. Analyzing and budgeting properly will help us achieve what we want. There are financing options for renovations and short term loans for our unexpected changes that will also be explained.
- First Time Home Buyers and How to Create Wealth in Canada
- First Time Home Buyers Government Programs and Regulations - How We Can Get to the Down Payment Faster - Renting vs Owning Property in Canada - Closing Costs and Holding Costs - Budgeting for Success. - Questions and Answers
- Are you a good financial role model?
We are going to focus on understanding what kind of financial role model you are and how you can teach by example. And we’ll give you some worksheets to help you. Teaching the kids in your life about money at an early age builds a foundation for the knowledge , skills and confidence they need to make appropriate financial decisions for the rest of their lives. As an adult, you are the best person to teach them about money. Agenda: -The Goal -The Challenges -Characteristics of a Good Financial Role Model -Ten Healthy Habits of Financial Management -How to Set Financial Goals - How to build equity step by step -Resources -Q&A Additionally you will get: - First Time Home Buyers Government Programs and Regulations - A real estate market update, mortgages and loans updates with the benefits networking always bring.
- Effective Tax Strategies
We’ll cover: The importance of understanding basic tax law The need for proactive tax planning The three main categories for tax planning: reducing income subject to tax, maximizing deductions, and using all applicable tax credits. We’ll look at some other simple tips and resources that can help save you money before we wrap up with a Q&A period. Agenda - Acquire Tax Smarts - Types of Tax Savings - Tax Planning - Achieving Tax Goals – Practical Strategies - Resources - Q&A Additionally you will get a real estate market, mortgages and loans update with the opportunity that networking always brings .
- Ten Healthy Habits of Financial Management
Know where you stand financially and the healthy habits you can adopt to improve your situation dramatically. You will also obtain information about investment options , real estate market, mortgages and loans update. Agenda: - Looking at current habits - Ten healthy habits - Tools and aids - Resources - Investment options - Real Estate update - Mortgages and loans update - Q&A - Networking