Join us for an engaging presentation with Wilmot George Jr. from CI Global Asset Management, a seasoned financial expert with over 20 years of experience. Wilmot, a Certified Financial Planner and Trust and Estate Practitioner, will offer valuable insights into tax, retirement, and estate planning for business owners. Topics include the pros and cons of incorporation, taxation of business vs. investment income, and the impact of recent tax legislation on succession planning. Arrive early for our Coffee Mingle at 7:00 am, followed by a delicious buffet breakfast. The presentation will begin at 7:45am, ensuring you're on your way by 9:00am.

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