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Standard Life | Taxation and Investments Workshop

Ken Crosson is pleased to invite you to attend a

Standard Life Taxation and Investments Workshop
featuring SLI Taxation Specialist, Lea Koiv

Taxations Topics:

  • Learn about the special taxation structure of Investment Portfolios.
  • How to structure your Segregated Fund policies.
  • Tax and Estate Planning tools for Mutual and Segregated Funds
  • Important Changes to Ontario Probate laws and what you can do to protect your clients.
  • 2012 Federal Budget implications.

Investment Topics:

  • Asset Allocation Strategy for 2012
  • Our Portfolio Management approach to running your money

Locations and times:

Hamilton
Date: Wednesday, April 4, 2012
Time: 11:00 am to 1:00 pm
Where: Hamilton Convention Centre – Room 203
1 Summer’s Lane
Hamilton, ON (Map)

St. Catharines
Date: Wednesday, April 4, 2012
Time: 3:00 pm to 5:00 pm
Where: Holiday Inn, St. Catharines – Montebello Room
327 Ontario Street
St. Catharines, ON (Map)

Mississauga
Date: Thursday, April 5, 2012
Time: 12:00 pm to 2:00 pm
Where: Holiday Inn, Mississauga – Washington/Ottawa Room
2125 North Sheridan Way
Mississauga, ON (Map)

Please RSVP by clicking on one of the cities above, email Christine.grant@standardlife.ca or call
416-224-3535 ext 3248 with the location you will be attending.

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