Coast Performance Rehab - Kitsilano Workshop
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Welcome! We'll be running a 45-minute private workshop on-site for Coast, which includes a interactive presentation, and a Q&A
Here are our learning outcomes:
- Tax planning tools to reduce your taxes
- How a contingency plan in the event of unexpected circumstances can help you preserve your asset
- How to save and grow money without being taxed heavily
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. As many of you know, the pandemic has taken a heavy toll on people's mental health around our country, and around the globe. Thus, we are putting our efforts in to help raise money for the Canadian Mental Health Association. If you're able to, we invite you to give back to the CMHA. Let's make it through this together!
Speakers
Philip Tsai
Prometheus Private Advisory Group, Client Experience Manager
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.
