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Four Cornerstones of Personal Finance & Business Transition Planning

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Locke Branch

3083 Yonge St

Meeting Room

Toronto, Ontario M4N 2K7

Canada

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David Duong holds the CPA, CMA and CIM® designation with over 16 years of extensive experience in finance and investments. He is an active member of the Chartered Professional Accountants of Canada’s Financial Literacy Network. He is honoured to receive multiple nominations for the 2016 CPA Canada Financial Literacy Volunteer Award.

David is a trusted family wealth advisor and estate planning expert. He provides wealth enhancement strategies to self-employed and incorporated owners, who want to have peace of mind that retirement is well taken care of. He is seen as the go-to person for trusted financial wisdom and education, because of his emphasis on smarter retirement and tax planning strategies.

This program will cover:

Part 1 - Business Transition Planning – Understand How to Build Value and Maintain it

  • Exiting Your Business, One Day You Will Exit!
  • Traps to Avoid and How to Mitigate
  • Protecting Your Business Value Proposition Drivers
  • Plan So You Won’t Pay Too Much Taxes In Growth and Exit

Part 2 - Personal Finance Topics

  • Liquidity – What would happen if you needed cash?
  • Retirement – Help you paint a picture of your ideal day
  • Lifestyle Protection - How to handle life’s hiccups
  • Financial Security at Death – What would happen if you died?
  • Debunking myths about savings
  • Pay yourself first strategies


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Date and Time

Location

Locke Branch

3083 Yonge St

Meeting Room

Toronto, Ontario M4N 2K7

Canada

View Map

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