November 2015

Business Tax and Wealth Strategies

Status: This seminar has been postponed. A new date is to be announced.
Date: Wednesday, November 18, 2015
Time: Registration: 9:30 AM – 10:00 AM
Webinar: 10:00 AM – 12:00 PM
Location: Webinar and Webinar
Presenter: Jack Fournier – HollisWealth – Scotia Capital
Kian Ghanei – HollisWealth – Scotia Capital
Scott Larson – Lohn Caulder LLP
Kelly Lohn – Lohn Caulder LLP
Credit: 2  Informal Professional Development Hours (PDH)
Cost: APEGBC Members (until November 4, 2015): $45.00 + GST = $47.25
APEGBC Members (after November 4, 2015): $55.00 + GST = $57.75
APEGBC Student Members: $27.50 + GST = $28.88
Non-Members: $55.00 + GST = $57.75
Please Note: *A minimum number of registrations are needed by November 04, 2015 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Shirley Chow | Professional Development Coordinator
Direct: 604.412.4865
Toll Free: 1.888.430.8035 ext.4865
Fax: 604.639.8180
Email: [email protected]
Are you running a small business? Are you thinking about starting a small business? It is essential that you equip yourself with the fundamental financial knowledge required to running a financially efficient business.

This workshop will offer insight into important small business financial management essentials.
  • Managing liabilities, risks and ensuring continuity of your business
  • The decision to incorporate
  • Business Financial Management & income tax planning
  • Managing growth of business assets
  • Shareholders, Partners and Business succession planning
  • Understanding the legal framework of various business structures
PART ONE: Introduction to Small Business Planning
  • Overview of Common Business Structures and Taxation
  • Decision to Incorporate and General Guidelines
  • Overview of Taxation
PART TWO: Wealth Accumulation & Succession
  • Wealth Accumulation & Tax Efficient Strategies
  • Shareholder Agreements & Business Succession
PART THREE: Business Financial Management
  • Legal Considerations
  • Risk Management
  • Employee Benefits
Jack Fournier – HollisWealth – Scotia Capital
Jack graduated from UBC in 1983 with a degree in Geology. Over the last 20 years, and with a passion for numbers and analysis, Jack has been working with individuals and business owners in optimizing financial management, retirement income and succession planning.
Kian Ghanei – HollisWealth – Scotia Capital
Kian graduated from UBC in 2003 with a specialization in Finance and immediately began his career as a wealth advisor and financial educator. A Certified Financial Planner, Kian advises clients on comprehensive wealth management with a focus on investment management, tax minimization and estate planning.
Scott Larson – Lohn Caulder LLP
Scott joined Lohn Caulder LLP in 2004 following the completion of his studies in Financial Management at the Langara College School of Management. He advises clients on a variety of matters including personal, corporate and trust income tax as well as estate planning and corporate restructuring.

Kelly Lohn – Lohn Caulder LLP
Kelly is a 3rd generation Vancouverite and received a Chartered Accountant designation in 1974. Started the firm Lohn Caulder LLP in 1978 and is the managing partner. Kelly specializes in taxation and related financial planning and is also a former lecturer at the School of Chartered Accountants.

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Contact Professional Development
Email: [email protected]
Phone: 604.430.8035
Toll-free: 1.888.430.8035
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Presentations for Post-Secondary Students
Andrea Michaud
Email: [email protected]
Phone: 604.412.4860
Presentations for High School Students
Chelsea Smith
Email: [email protected]
Phone: 604.412.4892
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