Financial Perspectives Peer Group
This Peer Group is for those within your organization that oversees all financial related activities within your business as well as the person responsible for developing internal policies and procedures and monitoring your company’s performance and efficiency.
Upcoming Events
Past Events
Building Blocks for Business Success
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 management, operational and capital budget planning, profit and loss forecasting, risk management, [...]
Maximizing Health Benefits
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 well-being costs, optimize tax advantages, and secure peace of mind—for both you [...]
Quick Wins and Cost Cutting Strategies
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 strategist with Schooley Mitchell as he facilitates a discussion on this topic and presents their methods [...]
Tax Updates You Need to Know
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 and business tax preparation and filing. Join Ming Lui, Accounting [...]
Strategies to Minimize your Corporate Income Tax
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 investments for growth within a corporate structure. Practical approaches to reduce [...]
Active Income vs. Passive Income in Canada
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 will cover: Defining business income Tax implication [...]