12/20/2025
【December 14 | Annual Grand Finale: Estate planning & Corporate Tax Savings Conference】
📍 Radisson Hotel Vancouver Airport
We sincerely thank all distinguished guests for joining us ahead of the holiday season at our year-end Annual Grand Finale: Estate planning & Corporate Tax Savings Conference. The event was marked by focused engagement and in-depth discussions, with many attendees continuing conversations with our speakers and professional team after the session—clearly reflecting the strong interest among high-net-worth families in legacy and tax planning.
This seminar was jointly presented by High Net Worth Corporate Planner Tim Lau and renowned Estate Lawyer Tommy Chan, who shared practical insights through real-life case studies, covering key topics including:
▪️ Strategic approaches to legally gifting real estate, RRSPs, TFSAs, and tax-exempt insurance
▪️ Tax considerations when gifting assets to spouses, children, or corporations
▪️ The impact of the Canadian Income Tax Act (ITA ss.146, 146.2, 148) on legacy planning strategies
✈️ Limited-Time Privilege for RRSP, TFSA, FHSA, Non-Registered Investment & Tax-Exempt Dividend Insurance Account Openings / Transfers
Upon completing a qualifying account opening or transfer and meeting the required amount, you may receive up to a round-trip Business Class flight. Terms and conditions apply.
👉 For more information on upcoming events or related arrangements, contact us.