On March 7, Chairman & CEO John Nicola had the pleasure of speaking to a full room at the 2019 Pacific Dental Conference in Vancouver. In this presentation John introduced dental professionals to investment strategies that go beyond stocks and bonds, demonstrating the integrated possibilities of true wealth management.
John also tackled recent Canadian Federal tax reform, offering strategies on how to combat restrictions on paying dividends to family members, potential loss of the small business deduction limit, and new restrictions on recovering refundable corporate taxes (RDTOH). If you are an incorporated dental professional, this presentation on wealth management is not to be missed.
If you interested in what John had to say, we’ve provided the presentation slides below.
Click here for a PDF of John’s presentation slides.