DAC 2013: Larry Frostiak – High Net Worth Investment Strategies: Accumulating Wealth Corporately

Twelve years ago professionals were allowed to incorporate in Canada. Now, huge wealth has accumulated in the retained earnings.

Despite this, tax and financial advisors are missing opportunities to develop investment strategies for high net worth clients with wealth in corporations. Insurance policies are held personally instead of corporately, family income splitting opportunities are missing, and the ease of succession planning with corporate funds is overlooked. Especially now when wealthy boomers are monetizing business and real estate assets, opportunities exist for tax efficient wealth accumulation.

Distinguished Speaker:

Larry Frostiak, FCA, Founding partner Frostiak & Leslie Chartered Accountants Inc. Larry focuses primarily on successful privately owned and family controlled businesses and high net worth individuals providing tax and business advisory services, included trust and estate planning in the overall global wealth management concept.

Join Knowledge Bureau, Larry Frostiak, and other Distinguished Speakers at our Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California. For best rates, register by June 30.