Financial Planning for Business Owners

Join me at Kwench in Victoria for an in-depth seminar designed to help business owners take charge of their financial lives. I’ll break down the financial strategies that most business owners overlook – strategies that could save you thousands in taxes every year.

During this session, we’ll cover:

• Salary vs. Dividends: Which is right for you?
• Understanding Notional Accounts: How to manage corporate funds effectively.
• Optimizing Your Corporate Structure: Strategies for growth and protection.
• Lifetime Capital Gains Exemption (LCGE): How to maximize your tax savings.
• When Does a Trust Make Sense? Tax planning for business owners.
• Evidence-Based Portfolios for Corporations: Investing with a purpose.
• IPPs, RRSPs and TFSAs for Business Owners: Leveraging registered accounts for tax efficiency.

The seminar will last 45-60 minutes and will be followed by a Q&A session during which you can ask specific questions about your financial strategy.

About the Presenter:
Guillaume Girard, CFP, CFA, is a Financial Planner at Millen Wealth Advisors (Portfolio Strategies Corporation), a firm specializing in helping millennial business owners take control of their wealth, pay less tax, and build financial security. With over a decade of experience in financial planning and investment management, Guillaume is passionate about simplifying complex financial strategies and providing actionable insights for business owners.

Join us on May 27th to gain clarity on your financial strategy and uncover opportunities to optimize your wealth. See you there!