March 2017

Business Tax and Wealth Strategies

Please Note
Both Live and Webinar sessions are confirmed and will be proceeding. Web login information will be provided by email closer to the date.
Status: Advanced registration is now closed. Please email Emma Talbott at [email protected] if you are interested in being registered.
Date: Wednesday, March 1, 2017
Time: 1:30 PM – 2:00 PM: Registration
2:00 PM – 4:00 PM: Business Tax and Wealth Strategies – Live and Webinar
Location: Small Business BC 54 - 601 West Cordova Street Waterfront Station Vancouver, BC V6B 1G1 and Webinar
Credit: 4 Informal Professional Development Hours (PDH)
Cost: Early Bird Price APEGBC Member:
Business Tax and Wealth Strategies - Live: $49.00 + GST = $51.45 until Feb 15, 2017
Business Tax and Wealth Strategies - Webcast: $49.00 + GST = $51.45 until Feb 15, 2017

APEGBC Member and EIT/GIT Regular Price:
Business Tax and Wealth Strategies - Live: $59.00 + GST = $61.95
Business Tax and Wealth Strategies - Webcast: $59.00 + GST = $61.95

Non-Member Price:
Business Tax and Wealth Strategies - Live: $59.00 + GST = $61.95
Business Tax and Wealth Strategies - Webcast: $59.00 + GST = $61.95

APEGBC Student Member Price:
Business Tax and Wealth Strategies - Live: $29.50 + GST = $30.98
Business Tax and Wealth Strategies - Webcast: $29.50 + GST = $30.98
Please Note: *A minimum number of registrations are needed by February 15, 2017 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Emma Talbott | Diversity Outreach Coordinator
Direct: 604.412.4880
Toll Free: 1.888.430.8035 ext.4880
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 and 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 and Succession

  •     Wealth accumulation and tax efficient strategies.
  •     Shareholder agreements and 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
Email: [email protected]
Phone: 604.412.4860
Presentations for High School Students
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Phone: 604.412.4892