How to Invest Tax Efficiently Within a Corporate Structure (Live Webinar)
Overview
This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure.
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NOTE: This live webinar is part of the Income Tax Series. The registration page you are on is specifically for this standalone session. The session will be recorded, but access to the recording will be available only to those registered for the full Series, and for a limited time.
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Course Description
The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.
Content
- Examine different investment products and its returns
- Distinguish how different investment income types are taxed within corporate and personal structures
- Apply integrated planning techniques to optimize after-tax wealth outcomes
Course Dates & Registration
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Shayne Williams is a Certified Financial Planner with IG Wealth Management, specializing in helping incorporated professionals and business owners build tax-efficient investment strategies and long-term financial plans. With a strong focus on practical, client-centered planning, Shayne brings clarity to complex financial topics. He is an active contributor to the CPA community and has presented and collaborated with CPA bodies across Western Canada. In 2024 and 2025, Shayne served as a session instructor during CPA Public Practice Education Week for both CPA Saskatchewan and CPA Manitoba..webp?language=en-CA)
Vidhya Mumford is an Advisor with IG Wealth Management, specializing in advising incorporated professionals and business owners across British Columbia. She helps clients build integrated strategies that align corporate and personal wealth. Her work includes retirement planning, succession planning, and estate planning. Vidhya provides comprehensive financial planning alongside wealth protection and disciplined investment strategies to support sustainable business success and incorporates charitable giving and philanthropy where appropriate.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
How to Invest Tax Efficiently Within a Corporate Structure (Live Webinar)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure.
|
NOTE: This live webinar is part of the Income Tax Series. The registration page you are on is specifically for this standalone session. The session will be recorded, but access to the recording will be available only to those registered for the full Series, and for a limited time.
|
Course Description
The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.
Content
- Examine different investment products and its returns
- Distinguish how different investment income types are taxed within corporate and personal structures
- Apply integrated planning techniques to optimize after-tax wealth outcomes
Course Dates & Registration
Shayne Williams is a Certified Financial Planner with IG Wealth Management, specializing in helping incorporated professionals and business owners build tax-efficient investment strategies and long-term financial plans. With a strong focus on practical, client-centered planning, Shayne brings clarity to complex financial topics. He is an active contributor to the CPA community and has presented and collaborated with CPA bodies across Western Canada. In 2024 and 2025, Shayne served as a session instructor during CPA Public Practice Education Week for both CPA Saskatchewan and CPA Manitoba. Vidhya Mumford is an Advisor with IG Wealth Management, specializing in advising incorporated professionals and business owners across British Columbia. She helps clients build integrated strategies that align corporate and personal wealth. Her work includes retirement planning, succession planning, and estate planning. Vidhya provides comprehensive financial planning alongside wealth protection and disciplined investment strategies to support sustainable business success and incorporates charitable giving and philanthropy where appropriate.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.