Corporate Retirement Planning With Higher Inclusion Rates

Join our free webinar on Thursday, July 18 at 12:00pm EST

Join us for an informative presentation hosted by Jordan Tarasoff, Financial Planner, Associate Portfolio Manager and Braden Warwick, Financial Planning Product Architect, from PWL Capital.

They will cover:

  • Recap and impact of an increase in the capital gains inclusion rate for investments within a corporation
  • Investment approaches to minimize impact
  • How can Individual Pension Plans (IPPs) help reduce capital gains taxes
  • A case study comparing strategies pre and post inclusion rate changes

We look forward to seeing you there!

Date and Time:
Thursday, July 18 from
Noon – 1:00 p.m. EST

Save Your Spot in our Free Webinar: Corporate Retirement Planning With Higher Inclusion Rates

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PWL Capital Inc. is a premier independent Canadian wealth management firm. Canadian high net worth families entrust PWL to manage their investment portfolios and provide them with comprehensive wealth management advice. PWL Capital Inc., with more than 90 employees, is a Broker Dealer and CIRO (Canadian Investment Regulatory Organization) member firm.

Hosts for the Event

Jordan Tarasoff, Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU

Braden Warwick, Financial Planning Product Architect, PhD