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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Webinars

Myth-busting Impending Climate Crises

Held on: Thursday, June 10th, 2021 - 4:30pm - 5:45pm
 
Hosted by: Tinnerman Wealth Group
Presented by:  Dr. Patrick Moore, an expert in environmental science, and co-founder of Greenpeace

Dr. Moore talked about his new book, Fake Invisible Catastrophes and Threats of Doom, and explained why we ought to take what we hear about climate change and related catastrophes in the media with a grain of salt.

Thank you to everyone who attended!  Below please find the replay, and - as always - please call us if you have any questions or would like more information!  You can reach us at 416-359-4803 or Mark.Tinnerman@nbpcd.com.



 

Ontario Society of Periodontists Webinar - Tax & Investment Planning for Professional Corporations

Held on: Thursday, May 6, 2021 - 7:00pm - 8:00pm
 
Hosted by:
Pouya Fattahi, Investment Advisor
Dante Rossi, Director, Tax Planning
Jim Kraft, Estate & Insurance Advisor
 
Dante opened the discussion by going over setting the stage for tax-efficient investing:
  • The benefits realized by using a professional corporation and the inherent tax problem it can also create. The discussion will lay out the groundwork for addressing tax-efficient corporate investing.
Jim then discussed the three strategies involving insurance that clients are using to minimize taxes and create wealth:
  • Risk protection – life insurance to create capital upon premature death. Health insurance to provide capital upon an interruption to health.
  • Corporate Investment – no tax during the accumulation period, no tax upon receipt and the creation of tax-free dividends that can be drawn out of the company.
  • Accessing the values within the policy. Tax-free loans. Tax-free long-term care.
Finally, Pouya discussed constructing a diversified investment portfolio:
  • Tax-efficient portfolio – ensuring that your after-tax investment returns are optimized.
  • Investment bias – being mindful of your biases, relating to your investment portfolio.
  • Low-interest world – the impacts of a low-interest-rate environment on your capital and purchasing power.
  • Importance of dividends – why dividends are an important component of your investment portfolio.
Thank you to everyone who tuned into this webinar!  Below please find the replay, and - as always - please call us if you have any questions or would like more information!  You can reach us at 416-359-7440 or Pouya.Fattahi@nbpcd.com.



 

COVID, Vaccines, and the Road to Recovery

Held on: Friday, February 19th, 2021 - 12:00pm - 1:30pm
 
Hosted by: Tinnerman Wealth Group
Presented by:  Peter Zeihan, an expert in geopolitics and the study of how place impacts financial, economic, cultural, political, and military developments

We will be covering such topics as:
  • How soon will we be able to start quietly dreaming of herd immunity and a "normal" world?
  • What are the differences among the vaccines and how will those differences play out?
  • Which countries and economic sectors are likely to recover first, and how quickly?
  • How will the new coronavirus variants percolating in the United Kingdom, Brazil, and South Africa impact the broader picture?
Thank you to everyone who attended!  Below please find the replay, and - as always - please call us if you have any questions or would like more information!  You can reach us at 416-359-4803 or Mark.Tinnerman@nbpcd.com.



 

Year End Tax and Investment Ideas for Professional Corporations

Held on: Thursday, December 10, 2020 - 4:30pm - 5:30pm
 
Hosted by:
Pouya Fattahi, Investment Advisor
Dante Rossi, Director, Tax Planning
Jonathan Lin, Wealth Advisor
 
With the year-end in sight, this is a great time to review your professional corporation. Do you have an efficient tax and investment strategy in place? Whether you have had a professional corporation for many years, or only recently incorporated, we will provide some strategies suitable for everyone. As a special bonus, we will begin the webinar with a brief stretching session, guided by a certified yoga instructor!

Thank you to everyone who tuned into this webinar!  Below please find the replay, and - as always - please call us if you have any questions or would like more information!  You can reach us at 416-359-7440 or Pouya.Fattahi@nbpcd.com.




Stay tuned for more great webinars to come!
If you have a topic you are interested in, we would love to hear about it!  Please call or email us with your ideas.