Events
Covered Call Writing Seminar
Dec 07, 2023 05:15 PM Eastern Standard Time - Dec 07, 2023 06:45 PM Eastern Standard Time
A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.
Thursday, December 7th, 2023
5:15 pm EST
RSVPTax Strategies Seminar
Nov 28, 2023 05:15 PM Eastern Standard Time - Nov 28, 2023 06:45 PM Eastern Standard Time
Tax-filing season is approaching. Prepare yourself by learning more about effective tax planning. Learn how to manage your taxes by using different methods such as tax deferral, tax shelters, income splitting, and many other tools available to you. We will also discuss a year-end tax balancing strategy that our team uses for our clients by extensive use of stock swaps and option rollovers to minimize the taxes in the current year, as well to recover taxes paid on capital gains in the previous three calendar years. We will also provide you with a 100-point checklist on tax management.
Tuesday, November 28th, 2023
5:15 pm EST
RSVPFinancial Planning 101
Nov 02, 2023 05:15 PM Eastern Daylight Time - Nov 02, 2023 06:45 PM Eastern Daylight Time
"If you do not know where you are going, any road will take you there." This seminar addresses the critical need for Financial Planning utilizing the tools available to design a roadmap to your financial future. This facilitates the meeting of personal financial goals, such as saving for children's education, buying a house, and/or having a comfortable retirement.
Thursday, November 2nd, 2023
5:15 pm EST
RSVPCovered Call Writing Seminar
Oct 10, 2023 05:15 PM Eastern Daylight Time - Oct 10, 2023 06:45 PM Eastern Daylight Time
A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.
Tuesday, October 10th, 2023
5:15 pm EST
RSVPWills and Estate Planning
Sep 20, 2023 05:15 PM Eastern Daylight Time - Sep 20, 2023 06:45 PM Eastern Daylight Time
This presentation strives to ensure that upon death your assets go to the designated beneficiaries and they are not saddled with huge tax bills. It is crucial to have a will and estate plan in place. This seminar addresses the basic What, When, Why and How of wills and estate plans.
Wednesday, September 20th, 2023
5:15 pm EST
RSVP
Covered Call Writing Seminar
Aug 17, 2023 05:15 PM Eastern Daylight Time - Aug 17, 2023 06:45 PM Eastern Daylight Time
A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.
Thursday, August 17th, 2023
5:15 pm EST
RSVPFinancial tips for new immigrants to the BEST country in the World
Jul 27, 2023 05:15 PM Eastern Daylight Time - Jul 27, 2023 06:45 PM Eastern Daylight Time
Where to start? Whether you are new to Canada or thinking about immigration, you probably have a lot of questions. There are many opportunities for newcomers. However, settling down can be challenging if we do not have good resources and mentors. Financial matters are probably the most important ones that keep us awake at night. Having the right Investment Advisor by your side can help you minimize your stress and maximize your asset value.
Thursday, July 27th, 2023
5:15 pm EST
RSVP
Covered Call Writing Seminar
Jul 11, 2023 05:15 PM Eastern Daylight Time - Jul 11, 2023 06:45 PM Eastern Daylight Time
A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.
Tuesday, July 11th, 2023
5:15 pm EST
RSVPWills and Estate Planning
Jun 15, 2023 05:15 PM Eastern Daylight Time - Jun 15, 2023 06:45 PM Eastern Daylight Time
This presentation strives to ensure that upon death your assets go to the designated beneficiaries and they are not saddled with huge tax bills. It is crucial to have a will and estate plan in place. This seminar addresses the basic What, When, Why and How of wills and estate plans.
Thursday, June 15, 2023
5:15 pm EST
RSVPCovered Call Writing Seminar
May 16, 2023 05:15 PM Eastern Daylight Time - May 16, 2023 06:45 PM Eastern Daylight Time
A covered call strategy is a defensive strategy that focuses on opening up additional revenue streams from blue chip stocks, in addition to the standard dividends and capital gains. This strategy provides some hedging protection to current portfolio holdings, and can also be efficiently used for tax balancing. We will also discuss other hedging strategies, customized to these challenging markets.
Tuesday, May 16th, 2023
5:15 pm EST
RSVP