Income Tax Reduction and Estate Tax Elimination
Join us for an exclusive, live virtual presentation
During this presentation you will learn:
- How to minimize or even eliminate taxes on your estate.
- How to change your estate plans in this virtual environment.
- How to avoid double taxation on your “Red” retirement accounts.
- How to bypass paying upfront capital gains taxes when selling your investments.
- How to convert assets into an income you can’t outlive and leave a lasting legacy.
- How our government wants you to save taxes and leave more to charity.
Speaker | Janine Purves
Janine Purves specializes in wealth, estate and legacy planning with a focus on family philanthropy. She has more than 20 years of experience in the financial industry working in banking, brokerage and financial planning environments. In addition to being a fully licensed advisor, her qualifications include the CFP and CPCA designations with a background in economics.
Having received many service and achievement awards, she recognizes the importance of servicing clients’ needs first. She has appeared on CP24, York Rogers TV, and has contributed to the York Region Business Times, and Forever Young, a newspaper dealing with issues seniors face. She has also been a speaker at many Business, Professional and Retirement Associations.
Janine has also been honoured with the Portraits of Giving Award, given to those individuals who have contributed to their community, as well as the Literacy Award from the Business Women’s Networking of York Region for helping to spread excellence in financial literacy. Janine lives in Richmond Hill with her husband, Cameron, and her overly energetic terrier, Sadie.