Is there a way to shield myself from the taxman?

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In fact, there are many. One of our clients, a dentist in Vancouver will be giving the taxman around $2M in the next 20 years. By coming up with a financial plan that includes tax exempt insurance solutions & tax deductible investment strategies, we are able to shield over $400,000 in taxes!

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We'd like to share some of our top financial strategies on how you can keep your hard earned money from the taxman in our upcoming Lunch and Learn on July 24th. We invited Kevin Lee, a tax expert from Peter Wu & Associates to join us for an interactive one hour session sharing how YOU can make your money work harder for you. Instead of taking risks in chasing returns, you will learn how to reduce risks, lower taxes, and increase your overall financial wealth!