Transparency • Advocacy • Collaboration

Taxes in Retirement

You’ll leave this workshop having learned the differences, benefits and nuances of corporate, private and public retirement savings plans and assistance programs. You’ll also learn about “3 D’s” of tax planning and how to make it work precisely for you and your family. We’ll also discuss withdrawing your income and preserving your hard-earned assets.

Speaker: Jennie Weeks

Date & Time: Monday May 6, 2019 at 6:00 PM

Location: Museum of Vancouver in the Joyce Walley Room, 1100 Chestnut Street

There is no charge to attend but seating is limited so sign up today! Go here for tickets.

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Tax and Estate Planning for New Business Owners

This presentation discusses key investment, tax and retirement planning concepts for business owners and provides an update on recent changes to the tax planning landscape.

Speaker: Wilmot George Jr. CFP, TEP, CLU, CHS

Date & Time: Thursday June 7, 2018 at 8:30 AM

Location: Suite 2940, 29th Floor – 650 West Georgia Street (Scotiabank Tower)

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The Role of an Executor

SpringTide North uses your unique Arbutus Philosophy to guide you towards the best decisions in all areas of your life

Are you an executor for someone you love? Have you chosen the executor to your estate? What can often seem like an obvious choice, may not be the right choice. Join Rose, as she discusses the role of an executor and the questions you might want to ask the person who has appointed you about how their Will is set up. We will touch on some of the sensitive and practical topics of Will planning. This is a must attend for anyone who has a Will to update or may expect to be an executor.

Speaker: Rose Shawlee

Date & Time: Tuesday May 22, 2018 at 12:00 PM

Location: 12th Floor – 1111 West Georgia Street

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Springtide Wealth

A Wealth of Clarity & Choice