Trifecta Rehab Financial Workshop
Welcome Team Trifecta! We are excited to come in and provide additional value to your team and improve your financial health! We will be joined by an accountant this time to help you learn more about how you can save taxes!
3 things you will learn from this workshop:
1. To incorporate or not to incorporate
2. Understanding how you are being taxed
3. Investment strategies you can use to reduce your tax payables
Before you attend this workshop, please complete the Pre-Workshop Survey so we can get a good idea of your financial understanding!
Our workshops are provided without charge to help those around us, and it's also a way for us to give back to our community. We've partnered up with the Leukemia and Lymphoma Society of Canada (LLSC) in order to raise funds for their organization. Thus, we hope that as we give our time back to educate people on financial knowledge, you are able to give back to our community to eliminate blood cancer! Let's build a future with financial prosperity and free of blood cancer together!
You will get a tax receipt for any donation amount over $25. Thank you in advance for your donation!
Thank you all and look forward seeing you soon!
Benjamin Chan, Prometheus Private Advisory Group, Associate
Ben has over a decade of experience as a financial advisor. He believes knowledge is power and everyone should have the education to handle their finances regardless their situation. He has been primarily working with self-employed professionals, small business owners and healthcare professionals to help them save taxes and create financial clarity for them. Aside from work, he loves spending time with his Pomeranian, Behr.
Peter Wu, CPA, CA, CGA, Peter Wu and Associates Ltd., Founder
Peter is an experienced finance and accounting professional who focuses his work around advising professionals, entrepreneurs and start-up businesses and guiding them through their growth. Peter is the founding shareholder of Peter Wu and Associates Ltd. and is a CPA, CA, CGA. Prior to starting the firm, Peter spent time working at an international accounting firm and in venture capital.