Ideal for the busy professional on the go. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps

[$27 Value]

Keep for yourself or share with those you love. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps

[$17 Value]

[$250 Value]

No matter your current situation, get deep insights on this 30-minutes call with Ken on how to optimize your current situation and apply true and tested strateties to minimize taxes and get on a path to tax-efficient wealth.

Ken is delighted to be your host for this event.

He's the author of the book, Tax-Efficient Wealth and the creator of TaxEfficientWealth.ca, a platform designed to educate and coach individuals on how to achieve a breakthrough in their personal and business finance. Ken is on a mission to get every Canadian to take meaningful action to achieve financial freedom. He is a leading authority on taxes and personal finance and a regular contributor on Medium, where he shares his knowledge through a number of published articles. Ken works with professionals and business owners to manage their taxes. And he has helped hundreds of clients to create a path to financial freedom through his tax and business advisory services.

Hosai is a Mobile Mortgage Advisor with CIBC and also a real estate investor. She's passionate about helping people achieve their home-ownership goals, no matter what they may be. Whether you want to buy your first home, access your home equity or move your mortgage over to CIBC, Hosai can empower you to make smart mortgage and home-financing decisions. She will be sharing great insights on this as we continue to deal with a challenging interest rate environment.

As a Senior Investment Advisor and Financial Planner, Samantha has spent almost 20 years working with executives and business owners of color to gain financial independence with someone who understands their unique challenges. With many designations, her continued focus on education and personal growth is widely recognized among her peers. She is regularly featured in top industry publications for her use of plain language breaking down complex topics. Samantha is also known for providing individualized advice, pairing the personal with “finance”. Outside of work, she is an avid lover of good food, both cooking and eating, spending time with her two young children, and volunteering.

Jean-Pierre Laporte is the CEO of Integris Pension Management Corporation and an expert on personal pension plan. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d'Etudes Politiques de Paris, he has built the best asset protection and tax deferring vehicle in Canada. Through Integris, he offers incorporated business professionals (and C-Suite Executives) the most tax-effective way of saving for the future. He will be sharing more on this in his presentation at the summit.