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Speaker Series: 10 Key Decisions Businesses Should Consider
February 21 @ 10:00 am - 11:30 am
10 Key Decisions Businesses Should Consider
It is no secret that business owners face many challenges. RBC advisors have experienced working with thousands of entrepreneurs and they have identified 10 key decisions that every business owner should consider. This presentation will touch on tax savings, employee retention, risk reduction and many more!
Three main takeaways for participants:
– It is possible for business owners to structure their business to take advantage of many incentives
– It is essential to plan (early) for the future in order to mitigate risks and make the most of these incentives
– Planning shouldn’t stop if you choose to retire: Make the most of your hard work by making smart decisions into retirement
About Julien Moisan:
Having grown up around entrepreneurs in Quebec and having worked in the Wealth Management industry since 2010, Julien is familiar with many of the challenges that are common among business owners. This is why it was natural for him to cater to this clientele when he started his own practice with RBC Dominion Securities.
Julien’s main focus as an Investment Advisor is to ensure that his clients benefit from appropriate planning for their unique situation, which he combines with his professional portfolio management expertise, in order to provide tailored advice to his select group of clients. He is passionate about having a positive impact on his clients’ lives by helping protect and grow their hard earned savings.
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