Course content

About this course

  • $44.00
  • 1 CPD hour
  • Nov. 29, 2022 - 11:00 AM ET

Course Description

Business owners are always trying to minimize their taxes, and tax laws are continually changing. Tax smart investing allows business owners to ensure that they are making the best use of tax laws to grow their investments tax effectively.

More specifically, topics covered will include:

  • The unique challenges faced by business owners
  • Tax effective investment strategies for holding companies
  • The tax advantages of corporate class funds for corporations
  • Using life insurance to minimize passive income and grow assets on a tax deferred basis
  • Using Personal Pension Plans to pass on wealth to the next generation, have a fully creditor proof source of retirement income, and save significantly more than possible with RRSPs.

Target Audience

This webinar will be of most interest to tax practitioners & accountants, practicing independently or in small to medium sized firms, as well as financial advisors with an advanced level of understanding of topics related to business owners.

Instructor(s)

Tina Tehranchian

A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, CIM®, MFA-PTM (Philanthropy), is a senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries. Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011. In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), The International Alliance for Women’s World of Difference Award (2019), and the Brilliant-Minded Women Foundation’s Award for Supporting the Arts (2017). Tina is often quoted as an expert in her field in major newspapers such as The Globe and Mail, The Toronto Star, The National Post, and The Wall Street Journal, as well as industry-specific magazines like The Investment Executive and The Insurance Journal. She has also been featured on national radio and television stations including BNN, CBC, and CTV as a financial planning expert, and is a frequent contributor to the Canadian Business Journal. In addition, Tina has taught personal financial planning at Centennial College’s Centre for Entrepreneurship for over a decade.