Seminar | Assante
20 February @ 7:30 AM - 9:00 AM
Seminar | Strategies for Business Owners – Individual Pension Plans
Wednesday 20th of February, 2019
7:30 am to 9:00 am
Courtyard Montreal West Island / Baie d’Urfé
M | $30 + taxes
N-M | $50 + taxes
Seminar presented by
Shawn Martel CIM®: Wealth Management Advisor
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
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 email@example.com or 514-697-4228 x 5501.
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).