Wealth Preservation and Transfer Strategies | The Ismaili Canada

Wealth Preservation and Transfer Strategies

Toronto
September
10
8:00 AM PT
9:00 AM MT
11:00 AM ET

Wealth Preservation and Transfer Strategies

Description

More than half of Canadians expect to leave assets upon their death, but when it comes to having conversations about transferring their wealth, many say they have not discussed it with their family or a financial advisor, according to a survey done by CIBC. On top of that, 79% say they haven’t discussed the financial and tax implications of an inheritance with a financial advisor. For families involved in businesses, things could get more complicated, negatively impacting the value of their business. What could be the reasons? Lack of communication, insufficient planning or other?

Come and learn from a panel of experts.

The Economic Planning Board for Ontario will be holding a seminar with a number of financial planning experts, followed by a panel of prominent Ismailis, to discuss real world strategies and share experiences from 11:00 a.m. to 1:00 p.m. at the Ismaili Centre. Lunch will be included.

Limited tickets are available; register and purchase your ticket here. Early bird tickets are on sale for a limited time. Family and friends of other faiths are welcome to attend.

The Ismaili

Contact Us

His Highness Prince Aga Khan Shia Imami Ismaili Council for Canada

49 Wynford Drive Toronto, Ontario M3C 1K1 CANADA

Tel: +1-416-646-6965

Stay Connected

Subscribe to the Al-Akhbar newsletter today. Join over 40,000 people who receive weekly local, national and international news.

Sign-Up

Download the iiCanada App

Download on the App Store Download on the Google Play