by Kelley Phillips | Sep 3, 2025 | Financial Perspectives past
WEDNESDAY, SEPTEMBER 17, 8:30am – 9:30am – What are the essential pillars that drive a successful business? In this open discussion, share your perspectives on the foundations you believe matter most for your business—whether it’s business cash flow...
by Kelley Phillips | Jun 5, 2025 | Financial Perspectives past
THURSDAY, JUNE 19, 8:30am – 9:30am – Many business owners and professionals don’t fully utilize their health benefits—leaving valuable tax and insurance strategies on the table. Join the discussion focused on strategies to manage rising health and...
by Kelley Phillips | Feb 25, 2025 | Financial Perspectives past
WEDNESDAY, MARCH 19, 8:30am – 9:30am – In uncertain time’s companies can adopt various strategies to reduce costs without necessarily re-engineering operations or jeopardizing their customer value equation. Join Stan Ossias, an expense reduction...
by Kelley Phillips | Jan 29, 2025 | Financial Perspectives past
WEDNESDAY, FEBRUARY 19, 8:30am – 9:30am – Tax season is right around the corner, and we’re here to help you stay ahead! Join us for an informative presentation on “Tax Updates You Need to Know”—covering essential information for both personal...
by Kelley Phillips | Dec 18, 2024 | Financial Perspectives past
WEDNESDAY, JANUARY 22, 8:30am – 9:30am – Join us for a discussion on strategies to minimize your corporate income tax. This session will cover: A refresher on the distinction between corporate active and passive income in Canada. Leveraging tax-sheltered...
by Kelley Phillips | Nov 11, 2024 | Financial Perspectives past
WEDNESDAY, NOVEMBER 20, 8:30am – 9:30am – This session, led by Ming Liu of SBLR, will clarify the distinctions between these income types, explore how they impact your tax obligations, and help you make informed decisions for your business. Topics that we...
