Tax-Efficient Investment Planning如何善用减税免税产生额外现金流的投资策略来达到资产免税增长

[Yvonnequ21]

Investors Group Presents

Tax-Efficient Investment Planning如何善用减税免税产生额外现金流的投资策略来达到资产免税增长


Guest Speaker:
Daniel Collison,B.A., CFP, TEP
Regional Director, Investors Group Financial Services, Inc
Lecturer on Personal Financial Management

MBA Program, Schulich School of Business, York University

Author of “The Financial Advisor’s Guide to Excellence”


Specific topics of discussion will focus on:

• Asset Allocation to Meet Your Needs Today
• Understanding “The Investment Planning Process”
• Understanding “The Tax Minimization Process”
• Better Strategies for a Tax-Efficient Portfolio
• Investment Strategies that Work for YOU!

Event to be held on

Thursday, April 21st, 2016
7:30 p.m. to 9:00 p.m.

Bayview Country Club
25 Fairway Heights Drive
Thornhill, Ontario

Guests are welcome but seating is limited.
Please RSVP by calling Yvonneat

(cell) 647-868-7802

or email Yvonne.Qu@investorsgroup.com

before April 14th, 2016.


Let us show you how The Plan by Investors GroupTM can help you prosper now… and over time!

 

[Yvonnequ21]

Investors Group Presents

Tax-Efficient Investment Planning 如何善用减税免税产生额外现金流的投资策略来达到资产免税增长


Guest Speaker:
Daniel Collison,B.A., CFP, TEP
Regional Director, Investors Group Financial Services, Inc
Lecturer on Personal Financial Management

MBA Program, Schulich School of Business, York University

Author of “The Financial Advisor’s Guide to Excellence”


Specific topics of discussion will focus on:


Asset Allocation to Meet Your Needs Today

Understanding “The Investment Planning Process”

Understanding “The Tax Minimization Process”

Better Strategies for a Tax-Efficient Portfolio

Investment Strategies that Work for YOU!


Event to be held on
Thursday, April 21st, 2016
7:30 p.m. to 9:00 p.m.

Bayview Country Club
25 Fairway Heights Drive
Thornhill, Ontario

Guests are welcome but seating is limited.
Please RSVP by calling Yvonneat

(cell) 647-868-7802

or email Yvonne.Qu@investorsgroup.com

before April 14th, 2016.


Let us show you how The Plan by Investors GroupTM

can help you prosper now… and over time!

 

[Yvonnequ21]

very constructive and its totally free. Benefit for life investment.

 

[Yvonnequ21]

Wisdom . Management . Wealth
明智 管理 财富

Yvonne Qu, MBA, CMA，CPA，CPA（Delaware）
加拿大/美国资深注册会计师

精税务懂投资通保险

家庭财富规划资深顾问


智慧创富新策略讲座

Tax-Efficient Investing Planning for Life

如何善用减税免税投资策略达到资产免税增长和产生额外现金流

„Efficient Tax-Planning

最优税务策划

„Beyond Registered Investments

注册账户之外的最优减税免税税投资策略

„Grow Assets Tax Free

资产免税增长

„Generate Extra Cash-flow

如何产生额外现金流


Event to be held on

Wednesday, May 25, 2016
7 p.m. to 9：30 p.m.
2016年5月25日
晚上7-9：30

Bayview Country Club
25 Fairway Heights Drive
Thornhill, Ontario

（Free Parking 免费停车）
Guests are welcome but seating is limited.
Please RSVP by calling Yvonneat

(cell) 647-868-7802 or email: Yvonne.Qu@Investorsgroup.com; wmw.fintaxacc@gmail.com

座位有限，预留座位请速致电Yvonne Qu 647-868-7802 或邮件Yvonne.Qu@Investorsgroup.com; wmw.fintaxacc@gmail.com

Learn to build a tax-effective retirement plan for your future!

 

[Yvonnequ21]

Wisdom . Management . Wealth
明智 管理 财富

Yvonne Qu, MBA, CMA，CPA，CPA（Delaware）
加拿大/美国资深注册会计师

精税务懂投资通保险

家庭财富规划资深顾问


智慧创富新策略讲座

Tax-Efficient Investing Planning for Life
如何善用减税免税投资策略达到资产免税增长和产生额外现金流

„Efficient Tax-Planning
最优税务策划

„Beyond Registered Investments
注册账户之外的最优减税免税税投资策略

„Grow Assets Tax Free
资产免税增长

„Generate Extra Cash-flow
如何产生额外现金流


Event to be held on

Wednesday, May 25, 2016
7 p.m. to 9：30 p.m.
2016年5月25日
晚上7-9：30

Bayview Country Club
25 Fairway Heights Drive
Thornhill, Ontario

（Free Parking 免费停车）
Guests are welcome but seating is limited.
Please RSVP by calling Yvonne
(cell) 647-868-7802 or email: Yvonne.Qu@Investorsgroup.com; wmw.fintaxacc@gmail.com

座位有限，预留座位请速致电Yvonne Qu 647-868-7802 或邮件Yvonne.Qu@Investorsgroup.com; wmw.fintaxacc@gmail.com

Learn to build a tax-effective retirement plan for your future!