Investing for Your Business (Virtual)

About this workshop

The presentation will go through various investment options for a corporation, including:

• Corporate investment plans

• Leveraging your corporate structure to invest in various policy types (investments, insurance, etc.) in a tax efficient manner
• Setting up group savings plans for your staff, in order to create happier, more motivated employees, while reducing taxes for your firm

About the presenter

Matt Burns is a partner at DBA who focuses on investments and group savings plan.He is a Certified Financial Planner, and also has an MBA with a concentration in finance and economics. He has 13 years of experience in financial planning industry.

About David Burns & Associates

David Burns & Associates is an experienced, family-owned and operated business that has provided benefits and group savings consulting services since being founded in 1977.

*Please note that you will receive an email with the link to join this webinar upon registering and before the session. If you do not receive it, please check your junk mailbox.

Host or Publisher Invest Ottawa Education Centre