Sep 23 @ 10:30 am – 11:30 am
Investing for Your Business (Virtual)
Presented by Invest Ottawa partner, David Burns & Associates
About this workshop
The presentation will go through various investment options for a corporation, including:
- Corporate investment plans
- Leveraging your corporate structure to invest in various policy types (investments, insurance, etc.) in a tax efficient manner
- Setting up group savings plans for your staff, in order to create happier, more motivated employees, while reducing taxes for your firm
About the presenter
Matt Burns is a partner at DBA who focuses on investments and group savings plan.He is a Certified Financial Planner, and also has an MBA with a concentration in finance and economics. He has 13 years of experience in financial planning industry.
About David Burns & Associates
David Burns & Associates is an experienced, family-owned and operated business that has provided benefits and group savings consulting services since being founded in 1977.