THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.
Seminars & Talks- When
- America/Toronto (EST)
- Where
- Scotia Wealth Management - Waterloo115 King Street South, Waterloo, ON N2J 5A3
Tickets are sold on Eventbrite. We link straight to the listing — nothing is bought here. Listing details come from the source and can change. Eventovia indexes events; it does not organize them or sell tickets. Terms & Disclaimer
THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies. takes place on Wed, Nov 4, 2026 at 12:00 p.m. (EST) at Scotia Wealth Management - Waterloo in Kitchener, ON. Entry is free; the listing is on Eventbrite.
About this event
A session offers practical insights on tax planning, corporate investing, retirement, and wealth preservation with lunch.
Full description from organizerShow less
Join us for practical insights on tax planning, corporate investing, retirement, and wealth preservation. Lunch will be served. Many incorporated professionals have limited time to focus on opportunities after business income is earned. This session will explore: • Practical tax planning considerations • Strategies for investing corporate assets • Retirement planning opportunities • Wealth preservation techniques A real-world case study will highlight how proactive tax and wealth planning can impact long-term financial outcomes. Gain practical insights to help you make informed financial decisions. Hosted by Grand Advisory Group and LRK Tax LLP **Lunch will be served.** RSVP by November 1, 2026 : Click here to RSVP Meet the Speakers We hope you can join us!
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Details
- When
- Wed, Nov 4, 2026 · 12:00 p.m. (EST)
- Where
- Scotia Wealth Management - Waterloo
- Address
- 115 King Street South, Waterloo, ON N2J 5A3
- Price
- Free
- Genre
- Seminars & Talks
- Weather
- 17°C · Overcast · 27% precipForecast at 12:00 p.m. (EST)
Questions
- When is THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.?
- Wed, Nov 4, 2026 at 12:00 p.m. EST.
- How much are tickets for THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.?
- Entry is free.
- Where is THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.?
- Scotia Wealth Management - Waterloo, 115 King Street South, Waterloo, ON N2J 5A3, Kitchener, ON.
- Where can I buy tickets for THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.?
- Tickets are sold on Eventbrite. This page links straight to that listing; no tickets are sold here.