Seminar: Effective Ways to Get More Out of Your Corporation

SEMINAR: Effective Ways to Get More Out of Your Corporation

Are you looking to optimize your financial strategies? Join us for an insightful lunch seminar where our team of wealth planning experts will guide you through essential topics to enhance your financial future.

In this seminar, we'll be covering the following topics:

  • Coordinating your personal and corporate investments
  • Leveraging life insurance: the corporate estate bond
  • Optimizing corporate investments for owners

Don’t miss this opportunity to gain valuable insights and enjoy a complimentary lunch. Sign up below today and take the first step towards a more prosperous future!

  Date & Time
Tuesday, October 29th, 2024
11:30am - 1:00pm

 Location
Sheraton Parkway Hotel
600 Hwy 7, Richmond Hill, ON L4B 1B2, Canada

Register for our seminar! 

Are you incorporated?

Are you using your corporation to invest?

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Meet Our Wealth Planning Experts

Sonya Dolguina

Sonya Dolguina

Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Educates and advises clients on tax-effective wealth management to help them meet their unique goals.
  • Specialized in cross-border taxation, with years of experience advising on complex Canadian and U.S. tax matters.
  • Sonya is a licensed CPA in both Canada and the US (Illinois) and is currently completing the rigorous 3-year Canadian in-depth Tax program.
Greg Jizmejian

Greg Jizmejian

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Guides and helps families protect the people and values they cherish most.
  • Over 22 years of industry experience including 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
  • A Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Trust & Estate Practitioner designation (TEP).
Paulson Ong

Paulson Ong

Wealth Advisor

With more than a decade of experience in wealth management, Paulson is driven to help his clients achieve financial independence and realize their life goals. A graduate of the University of Waterloo with an engineering background, he is dually licensed to provide advice for both securities and insurance.

Paulson began his life in finance and investing at another financial services firm before moving to Raymond James in 2020. In 2024, Paulson created Cypress Family Wealth to serve his clients with a holistic wealth management approach and tailored investment solutions.

Involved with non-profit work for years, Paulson is currently serving on the Board of The Peoples Church. Paulson lives in Toronto with his wife Sally, and their four children.

Larbi Moumni

Larbi Moumni

VP, Head of Portfolio Advisory & Portfolio Manager, Raymond James Financial Planning Ltd. (Canada)

  • Larbi has been with Raymond James since 2015, where he serves as the Head of Portfolio Advisory and Portfolio Manager for various managed portfolios. He plays a crucial role in the advisory channel, addressing equity inquiries, providing portfolio construction solutions, and writing portfolio analyses.
  • In his role as Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence, and daily operations of the Guided Portfolios, as well as shaping investment strategies.
  • Prior to Raymond James, Larbi worked at JLL as a Debt Capital Markets Analyst and at Brookfield Renewable Energy as a Market Analyst. He holds a Bachelor of International Business from Carleton University’s Sprott School of Business, is a CFA® charterholder, and a registered portfolio manager.