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No CE Credits

Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out.  There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way.

This session will show how it works, step-by-step, so you can achieve more success by better serving your business owner clients and prospects.

Please note, this session will be of most benefit to advisors with high income/HNW business owner clients and prospects.

Opening / Closing Remarks  

Vic Raye National Director, Banking Services

Graeme Allan   Regional Wealth Leader – East

Alex Chan  RHU CHS CFP CPCA EPC CFSB CLU Regional Wealth Leader – West  

Guest Presenters

Jon Hreljac  CPA CMA CFP TEP AVP Regional Tax, Retirement & Estate Planning – Wealth Manulife Financial

Joanne Martire Regional Director, National Accounts Manulife Bank