Session 6: Flow Through Investment Opportunities

Now that everyone is back into the swing of things, I have scheduled the next virtual session for Monday Sep 25, at 8pm. This is very timely as the fall is the time of year when various Flow Through Investments are made available. These are highly tax-advantaged investments that need to be undertaken prior to the end of the calendar year in order to achieve tax benefits, therefore the fall timing of offerings. Unlike a lot of aggressive tax planning strategies, the Government of Canada welcomes the use of these tax shelters, particularly recently, as capital raised will go toward investment in green technology in Canada.

I will be spending a lot of time on this in the next month or so, as I work with clients who are facing high tax bills for 2023 and will be looking to place investments here to offset taxes that would otherwise be due. In addition to this session on Sep 25, I may be able to post a Webinar that I am scheduled to attend just before then from one of the Flow Through Issuers. I will post this in advance if it is available as it will provide useful background for our discussion.

This is most relevant to top wage earners ($200K+) who are accredited investors. That said, even if this does not apply to you , but you think you are close or soon will qualify, this is still a useful discussion. I think you will find it very enlightening.

Look forward to seeing you all there. Here again is link.
https://us02web.zoom.us/j/89754327857