SEMINARS
'Innovative Wealth Management Workshop' was founded by the well-known senior financial expert Chloe Tong in 2009. Since then, teams of financial experts led by Chloe holds 3-4 seminars every year in Canada's major cities. This course's ideas and strategies have helped thousands of individuals and households set and achieve their financial goals.
Innovative Wealth Management Workshop
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Possibilities of utilizing different banking systems to pay off mortgage earlier.
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Possibilities of converting mortgage interest into tax incentives to pay off mortgage earlier.
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How to utilize innovative investment strategies to generate additional cash flow.
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How certain fund features may help you obtain tax-free income.
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How to make make capital protected investments & obtain stable income.
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Opportunities to get more tax refund and withdraw from RRSP without tax hassle.
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Using CRA approved account to achieve tax-free growth of assets and withdrawals without affecting your old age benefits.
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Ways to easily withdraw profits in a company without getting into tax trouble.
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Holistic approach to family financial planning.
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Strategies for assets protection and estate planning.
Capital Preservation, Retirement, and Capital Growth Strategies
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Achieve asset appreciation by using a combination of different investment strategies.
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Comprehensive evaluation of the advantages and disadvantages of RRSP/RRIF.
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Strategies to maximize your OAS and GIS benefits.
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How to dissolve RRSP without tax consequence.
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More strategies for capital growth and preservation.
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Procedural, legal, and tax issues in the inheritance process.
Capital Operation and Tax Saving Strategies for Small Businesses
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How to relieve personal tax burden by incorporating your small businesses.
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How to interpret the federal government's latest corporate tax laws.
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Possibilities of withdrawing profit from your business tax-free.
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How to manage your taxation when transferring corporate assets.