Learning that matters to our members
CPB Canada provides industry-specific learning to keep you informed about industry updates, business best practices, accounting practices, and more! Take a look at our upcoming events below.
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Most successful business owners rely on their accountants and lawyers to plan their financial future. The challenge seen most often is that CPAs and lawyers are not planners. They’re usually too busy dealing with today’s challenges to plan for 10, 20 or 30 years in the future. Taxes are the number one personal expense for business owners. Sadly, this lack of planning makes CRA their favourite charity by default. With the right structures and planning, our taxes and estate planning process will routinely reduce our client’s taxes by 75-80% with their customized TFIA (Corporate Tax-Free Investment Account), aka insurance, and several other advanced planning opportunities.
Presenter: Simon Marples
Simon Marples has been the founder of CanTrust Financial Services since 1996. He is a corporate wealth advisor who promotes a positive, caring approach to life, health, and wealth to all his corporate clients. What really distinguishes Simon within the industry is his unique process for effectively guiding his clients to minimize tax and maximize their wealth.
Simon maintains his Life and Accident & Sickness license as well as his Property & Casualty license. He also has received the Canadian Accredited Insurance Brokers (CAIBC) and Elder Planning Counsellor (ERC) designations. Simon is driven to consult for a select group of successful business owners who need our help most. We offer a uniquely specialized focus that provides the best protection for their families while greatly enhancing their wealth, helping them to transition to their work-optional lifestyle, and leaving a legacy for their children and grandchildren. To best assist his high-net-worth corporate clients, Simon has recently partnered with Bruce Deck, an advanced tax planner with 6 professional planning and investment designations behind his name.
Simon and his wife, Sande, of 37 years, regularly contribute to the homeless, food banks, and various national and international charities. When he’s not with clients, Simon enjoys life daily with his energized fit-for-life attitude. He believes that life is about living a positive, active, happy, and healthy lifestyle and strives to embrace this approach every day.
Meeting Format:
- 5:00 pm - 6:30 pm - Informal networking and meal service from (each attendee is responsible for their meal & drink tab)
- 6:15 pm - Zoom link opens for virtual attendees
- 6:30 - 6:45 pm - CPB Canada announcements and attendee introductions
- 6:45 - 8:00 pm - Presentation
- 8:00 - 8:30 pm - Informal networking and meeting adjournment
In Person: White Spot Restaurant (closed meeting room) 3070 264th Street, Aldergrove, BC - Map
Virtual: Zoom - meeting link will be provided upon registration. (begins at 6:15pm)
Contact: Regional Network Chair - Rachel Devine, CPB - email: rachel@ontrackbooks.com - phone - 604.227.3449 ext 102