October 2019

Business Wealth Accumulating Strategies

Status: Registrations are currently being accepted.
Date: Wednesday, October 30, 2019
Time: 9:30 AM–10:00 AM: Registration
10:00 AM–11:30 AM: Business Wealth Accumulating Strategies – Live and Webinar
Location: Vancouver, BC and Webinar
Presenter: Kian Ghanei, B. Comm, CFP, CIM
Credit: 1.5 Informal Professional Development Hours (PDH)
Cost: Early Bird Price Engineers and Geoscientists BC Member: Business Wealth Accumulating Strategies - LIVE : $49.00 + GST = $51.45 until Oct 16, 2019
Business Wealth Accumulating Strategies - Webcast : $49.00 + GST = $51.45 until Oct 16, 2019

Engineers and Geoscientists BC Member and EIT/GIT Regular Price: Business Wealth Accumulating Strategies - LIVE : $59.00 + GST = $61.95
Business Wealth Accumulating Strategies - Webcast : $59.00 + GST = $61.95

Non-Member Price: Business Wealth Accumulating Strategies - LIVE : $59.00 + GST = $61.95
Business Wealth Accumulating Strategies - Webcast : $59.00 + GST = $61.95

Student Member Price: Business Wealth Accumulating Strategies - LIVE : $29.50 + GST = $30.98
Business Wealth Accumulating Strategies - Webcast : $29.50 + GST = $30.98
Please Note: *A minimum number of registrations are needed by October 16, 2019 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Tasha Booth | Professional Development Coordinator
Direct: 604.558.6653
Toll Free: 1.888.430.8035 ext.6653
Email: [email protected]
This workshop is intended for incorporated professionals looking for smart and tax-effective strategies to accumulate savings and wealth inside their business. This workshop will offer insight into important information surrounding wealth accumulation and estate maximization for business owners and will include:


  • Review of passive income tax rules – NEW*
    • The classification of income and its’ implied taxation
    • Punitive taxes on passive income inside your corporation
  • Common mistakes of business owners when accumulating wealth inside the business
    • The appetite for short-term savings and cash equivalents.
    • Complete disregard to passive income tax rules
  • Individual Pension Plans
    • Key features of an IPP
    • Its’ popularity in recent years
    • Pros and Cons
    • The process involved in obtaining and managing an IPP
  • Tax Deferral and Tax Exemption Opportunities
    • The unlikely source of wealth accumulation
    • Tax sheltered growth of life insurance
    • Tax exempt distribution to your estate
  • Tax friendly accounts worth considering
    • Are TFSAs a viable option?
    • Split-Dollar Insurance Policies – A great way to protect yourself and your business


Kian Ghanei

Director, Private Client Group - Portfolio Manager
Caerus Private Wealth, Holliswealth

A Portfolio Manager and a Certified Financial Planner, Kian is passionate about finance and works closely with professional and business owners across Canada. He is a partner at Caerus Private Wealth and has spent over 15 years advocating financial literacy alongside groups including Metro Vancouver, City of Burnaby, District of West Vancouver, City of Coquitlam, and more. Aside from work, he loves to spend time with his growing family and is actively involved in various non-profit and charitable organizations.

View the full listing of events sponsored and organized by other groups.
Contact Professional Development
Email: [email protected]
Phone: 604.430.8035
Toll-free: 1.888.430.8035
View our career listings or place an employment ad.
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