MGM Financial Group
4561 Hastings Street V5C 0J5 Burnaby, BC, Canada

Just a reminder for you to please join us for our exclusive Virtual co-hosted investment and tax planning event on Thursday, October 29th at 2:00pm. This presentation is ideal for: Business owners Recent property sale/inheritance... Transitioning planning working to retired Individuals looking to generate tax efficient income Space is limited so please register below: Date: Thursday, October 29th, 2020 Presentation Time: 2:00 p.m. SHARP Please note that you must be registered in order to attend Register here https://fidelityca.zoom.us/.../WN_Q4JBhfqVQeWPmuhbU_Y72w

Please join us for our exclusive co-hosted investment and tax planning event on Thursday, October 29th at 2:00pm. The event will be co-hosted by MGM Financial and Fidelity Investments - Michelle Munro Fidelity Director, Tax and Retirement Research. Michelle is a leading member of Fidelity’s Tax and Retirement Research Team. With 20 years of experience in the industry, Michelle previously served as the Senior Manager of Taxation at Ernst and Young before being appointed as ...the Director of Corporate Tax at Fidelity Investments for the last 10 years This presentation is ideal for: Business owners Recent property sale/inheritance Transitioning planning working to retired Individuals looking to generate tax efficient income We are currently in this new environment with everything around us changing at a rapid pace. This timely presentation will highlight not only the importance of investment and retirement planning but also efficient tax planning. Space is limited so please register below: Date: Thursday, October 29th, 2020 Presentation Time: 2:00 p.m. SHARP Please note that you must be registered in order to attend Register here https://fidelityca.zoom.us//regi/WN_Q4JBhfqVQeWPmuhbU_Y72w

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Keep track of critical money dates for 2020. Download our infographic. https://bit.ly/3gWytM3

When done right, transferring your assets can give you peace of mind knowing there is realization of your loved ones being taken care of. In our third installment of our e-book series, Estate Planning: Transferring Your Estate, we look at the important questions that may impact the transfer of your estate. https://bit.ly/31057Wl It helps you understand the final stage of building your estate and preparing a solid plan for its transfer.... Do you have an up-to-date and legally valid will? Have you chosen the right person to serve as your executor? Take a moment and download Estate Planning: Transferring Your Estate. https://bit.ly/31057Wl Find out how to make the transfer of your estate to your heirs and beneficiaries as smooth as possible.