Quantum Financial
630 8 Avenue Southwest, #600 T2P 1G6 Calgary, AB, Canada

I'm going to be launching a 13 week webinar series for advisors that are either working in the corporate market or are looking to get into the corporate market! One could say that I'm training all my competition, however, I'm incredibly passionate about this industry and am tired of coming across badly done corporate financial planning or under serviced clients that have had irreparable damage done to their retirement plan because the advisor just didn't know! In this 13 week... web series I will be going over a multitude of corporate topics such as corporate taxation, corporate structures, intro to corporate life ins, legal strategies, insurance strategies, how to deal with the CRA, and how to have effective conversations with other disciplines so you're viewed as an ADVISOR and not a sales person! Please comment on this or reach out for a full course outline and how to enroll. P.S. This is totally free! I just want better advisors out there and less clients sold badly structured insurance strategies! #financialservices # #corporatetaxes #insurance #financialplanning #advisors

It seems like when it rains it always pours! May is going to be a busy month for me with multiple seminars and events that I'll be either hosting or speaking at. I would love to see you at one or all of them! There will be incredibly valuable information being presented at each one and I guarantee you won't be disappointed with any of them. Plus there will be food at all of them so you can't really go wrong.... All events I'm doing in May in chronological order: May 7th - 2:00-3:00 MST I'm speaking on a webinar alongside the president of Business Owner Retirement Planning Canada's president David Wiitala. I will be speaking on how you can utilize financial services to create strategies to reduce your passive corporate investments taxes. You can register here! (I lied this event doesn't have food.) https://register.gotowebinar.com/regist/1295936479733686285 May 14th - 12:00-1:30 MST I'm hosting one of my infamous lunch and learns at my office! I go over multiple different corporate strategies as well as some of the pitfalls in business that I see over and over again. (This is a fun event) You can register here! (Ticket is free and lunch is include) https://www.eventbrite.ca/e/effective-corporate-tax-strateg May 22nd - 11:00-1:30 MST This will be a much larger event we're hosting. Myself, Todd Louie and Jesse Brodlieb will be lecturing on various different tax issues and updates. This will be an excellent opportunity for you to meet the other partners in my business and hear more on the legal and tax side of it. (This is a bit more serious and technical event) You can register here! (Cost is $20/ticket and includes lunch) https://www.eventbrite.ca/e/tax-update-and-information-semi May 23rd - 11:00-1:30 PDT (This event is in Vancouver) This will be the same event as the last one in Calgary except in Vancouver! If you are in Vancouver or know anyone in Vancouver that you think would benefit from hearing a presentation like this please send them over here! You can register here! (Cost is $20/ticket and includes lunch) https://www.eventbrite.ca/e/tax-update-and-information-semi We will also be hosting another event in Vancouver on May 24th of the exact same nature! This will be an overflow event so if the event on the 23rd in Vancouver is full please contact me and we can get you in the 24th date. Hope to see lots of you there!