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Seminar | Assante

20 February @ 7:30 AM - 9:00 AM

Seminar | Strategies for Business Owners – Individual Pension Plans

Details
Wednesday 20th of February, 2019
7:30 am to 9:00 am
Courtyard Montreal West Island / Baie d’Urfé
Breakfast included
M | $30 + taxes
N-M | $50 + taxes

Seminar presented by

Shawn Martel CIM®: Wealth Management Advisor

Photo 1 (002)

Francis Latour:  Regional Vice-President

Assante Private Client

About our guest speakers

Shawn Martel has been in the financial services industry since 2008 after completing a B. Comm from Concordia’s John Molson School of Business, with a major in Finance. He has worked for CIBC, as well as a portfolio management firm before returning to Assante for a second time in May 2017. He has been a Chartered Investment Manager designation holder since 2013.

 

Francis Latour joined Assante’s Private Client team in 2016 after working as a tax manager for KPMG in Montreal. Francis is a CPA with a Bachelor of Commerce from McGill and a Master’s degree in Taxation from HEC Montreal. He is also a member of the association de planification fiscal et financière (APFF).

 

Please join Shawn Martel CIM® from Assante Capital Management Ltd. and Francis Latour, Regional VP of Assante Private Client, as they explore the challenges facing today’s entrepreneurs in protecting their future. They will delve into the strategy of Individual Pension Plans, a strategy specifically for business owners looking to maximize their retirement savings through their corporation

About Assante

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion* of Canadian’s family wealth under their care. We believe our clients are best served through a comprehensive, integrated and cooperative

approach to wealth management. Be well-advised is our promise to you.

*As of May 31st 2018

Mandatory Registration: Limited Places
To register, contact Natacha Forté at nforte@wimcc.ca or 514-697-4228 x 5501.

Payment Methods
By phone: VISA, MasterCard, American Express
By mail: Cheques

Registration and Cancellation Policy
Your registration must be paid in full before the day of the event. Unpaid invoices may result in losing access to the event. No refunds can be made under 48 hours preceding the event. If you do not attend an event you have registered to without cancelling in the required delays, your invoice must still be paid in full.

Limited Places for Non-Members
Non-Members may only register to one (1) Networking Cocktail and one (1) Networking Lunch per year (September to June).

Details

Date:
20 February
Time:
7:30 AM - 9:00 AM
Event Categories:
,

Venue

Courtyard Montreal West Island / Baie d’Urfé
20000 Trans Canada Hwy
Baie d'Urfé, Québec H9X 0B3 Canada
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