February 2, 2022
12:00 -1:00 p.m.
Register here to be sent an invitation to the online meeting closer to the date.
Tax efficient investing doesn't mean tax-free investing, but the impact of tax on your investments is something you can plan for. Tax efficient investing is very important to your bottom line now and into the future.
This presentation will cover a wide range of topics, including:
Our Presenter: As a financial planner, educator and author, Doug Wright has been helping individuals, families and business owners meet their financial planning needs for over 20 years. He currently serves as President and Financial Planner with Wiltshire Financial Management Inc. in HRM, a company he founded in 2011. Doug has extensive experience in retirement and estate planning, cash flow management, insurance and investments. He is a graduate of Dalhousie University earning his Bachelor of Commerce Degree as well as Saint Mary’s University, where he received his Bachelor of Education Degree, specializing in Math. Doug’s experience and broad range of industry knowledge is recognized throughout Nova Scotia, where he has worked with individuals, multi-generational families, local businesses, and charities. He is a recreational musician and practices and instructs karate in his spare time. He is also chairman of the board of SSG (Support Services Group), a non-profit support group for people with disabilities.