About this Event
A dual presentation designed for business owners experiencing growth, focusing on two key areas: effective advertising strategies and tax-saving opportunities. For those looking to enhance their marketing efforts, we’ll provide guidance on how to advertise more strategically and reach a broader audience. Additionally, for business owners who have been successful for over a year, the presentation will offer insights into optimizing tax savings, helping you retain more of your hard-earned profits while staying compliant with tax regulations.
Lubna is the CEO and Founder of Stories, a coaching portal focused on helping founders and corporate leaders tell impactful stories and reshape their inner narratives. Under her leadership, Stories was named the 'Most Innovative Mental Health Tech' for 2023 by Mentl. A PCC accredited coach and a member of Gabor Mate’s Compassionate Inquiry Community, she has coached leaders from Fortune 500 companies like Coca-Cola, Google, and BP. Lubna is a speaker who has shared stages with global innovators, including Steve Wozniak, and moderated workshops for leading organizations. She authored Enhancing Business Community Relations and has been featured in several books and global media outlets. With over 20 years of experience in leadership roles across industries like e-commerce, banking, and human development, Lubna is also an advocate for women in leadership and a proud mother.
Simon is the CEO of Concierge Wealth Management and brings over 14 years of experience delivering holistic financial solutions. A member of the Million Dollar Round Table (MDRT) and President’s Club Inner Circle, Simon offers services in investment strategies, retirement planning, taxation, insurance, and estate planning. His mission goes beyond expert advice—he strives to transform how clients view their finances by fostering understanding and confidence. Simon helps clients take control of their financial future with clear, actionable strategies to achieve their goals. He’s also committed to giving back, offering pro-bono financial advice to those in need.
Mark is a top-performing wholesaler at Empire Life with over 25 years of experience, Mark simplifies complex financial solutions with clarity, expertise, and insight. He helps business owners unlock hidden wealth through corporate-owned life insurance, benefiting them for estate planning and during their lifetime. A Kingston native, Mark enjoys (though poorly) hockey and golf, and is a devoted husband and father of three boys. Get ready for practical strategies that turn uncertainties into success.
Event Venue & Nearby Stays
150 Marketplace, 150 Marketplace Avenue, Ottawa, Canada
CAD 0.00
