What’s a business owner to do? The new tax paradigm: tried and true approaches


The times they are a changin’. The RULES they are a changin’.

Although we aren’t fully sure yet where our federal government will reach into our business piggy banks, there WILL be impacting changes. Regardless, there are tried and true risk mitigation solutions for small business owners in Canada. Many of these are either unknown or have been overlooked in favour of simply taking dividends. In the same way we diversify investments for success, it is prudent to diversify your business strategies for success.

This evening is specifically for solo-professionals.  A twin event is being held on the 15th for all business owners.

This night is for you if:

  • You own an incorporated business or have clients who do
  • You are frustrated/concerned/angered by the impending federal changes
  • You want to be sure you are up to date on effective risk mitigation and financial solutions for your corporation and eventual retirement.

Join us for a review of some lesser known strategies available to business owners in Canada.

Your presenter –   Jim Pelot, CPA, CA, Serial start-up entrepreneur.

Jim has been a co-founder of many companies, including biotech companies – Tm Bioscience Corporation, a TSX listed company, and Arctic Diagnostics. He is currently co-owner and CFO of ABEX Central Financial Services, and co-founder/CFO of both ABEX Private Wealth Management and Podium Prosperity Group. Jim has broad capital markets experience, having raised over $100M from a variety of private and public sources for his start-ups.

Jim has gained the reputation as one of Canada’s leading experts on the Personal Pension Plan through his travels and presentations across Canada, and has developed the Insured Corporate Life™ concept. He holds a B. Comm Degree from the University of Ottawa, is a CPA, CA and lives in Barrie. An accomplished triathlete and passionate cyclist, he is active in and supportive of the athletic community.

When:          Monday, November 20th  –  4:45 – 6:00pm

Where:         Homestead Coworking 10526 – Jasper Ave NW Edmonton

Cost:           None.  This is a Red Seal Financial Ltd appreciation event

Includes:      Presentation, Q & A

We would be pleased to have you join us for a beverage after the presentation at the Rocky Mountain Ice House downstairs.

Seating is limited – Please register early