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Organized by: ATB Events — https://www.eventbrite.com/o/51570080193Join us in person to explore tax-smart wealth strategies and connect with fellow professionals.
Join us in person and top local professionals and CI Global Asset Management for an exclusive evening of networking and tax-efficient wealth strategy at ATB Marda Loop.
About This Event
An exclusive evening of strategic insights, market updates, and premium networking in the heart of Marda Loop.
Growing and protecting wealth requires a highly coordinated approach. Whether you are an affluent individual managing significant personal assets, an incorporated professional, or an active real estate investor, your financial success relies on how well your accounting, legal, real estate, and investment strategies work together.
This invitation-only, 90-minute event brings together South Calgary's top professionals under one roof to help you build that strategic ecosystem.
The evening is anchored by a special market briefing from CI Global Asset Management, focusing on tax-efficient wealth building. This session will dive into the advantages of Corporate Class structures for Canadian corporations, as well as high-level strategies for optimizing non-registered personal investments to minimize taxes and maximize growth.
Before, during and after the keynote, enjoy complimentary drinks and appetizers while networking directly with top-tier local accountants, corporate and estate lawyers, real estate experts, and ATB Wealth and mortgage specialists.
What You Will Learn:
The Corporate Class Advantage: How to optimize tax efficiency and defer taxes for investments held within your corporation.
Optimizing Non-Registered Wealth: Strategies for affluent investors to maximize after-tax returns and generate tax-efficient income in personal non-registered accounts.
2027 Market Outlook: Macro-economic insights from Pablo Vasquez, Senior Financial Advisor to help guide your portfolio in the coming year.
Who Should Attend?
Affluent individuals and families managing non-registered wealth
Incorporated professionals (Medical, Dental, Consulting, etc.)
Business owners
Active real estate investors and developers
Select legal, accounting, and real estate professionals (By invitation)
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Event venue
ATB Financial, 2140 34 Avenue Southwest, Calgary, AB T2T 5P6, CA, Canada
Tickets
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