Kate is a holistic Sun Life Financial Advisor helping business owners across Calgary and Airdrie achieve their long-term goals.
As a business owner, it can be difficult to know where to start with financial planning. Some of the questions Kate often hears are: What are the new passive income rules and how does this affect me? What is a Capital Dividend Account? How can I protect my business, while paying the CRA less? How does a health spending account work? Join us on September 19 as we go through some of these questions and talk about tax strategies for all business levels.
Registration deadline: Monday, September 16, 2019 at noon.