Smart Strategies for Transferring Corporate Assets to Personal Wealth

Hosted by our CEO – Andrew Wall, and Eric Chevrette – Founder & President of IT360 Financial, our upcoming webinar, “Harnessing Insurance Products: Smart Strategies for Transferring Corporate Assets to Personal Wealth,” will dive into the intricacies of leveraging insurance products as a strategic tool for asset transfer. This session is designed for individuals and business owners seeking to optimize their wealth management by moving assets from their corporate holdings to their personal wealth in a fiscally efficient manner.

We’ll cover a range of topics, including:

• Understanding the types of insurance products suitable for asset transfer.
• Navigating the legal and financial implications of transferring corporate assets.
• Tax considerations and how to minimize liabilities while maximizing personal wealth.

About Eric: With a B.B.A., Eric began his career as a financial advisor in 2009. His experience as a general manager of a family-owned pulp and paper company prompted him to found his own firm in 2012. Since then, this passionate visionary has surrounded himself with strategic business partners allowing him to build a specialized service offer for independent consultants. A member of the NACCB for several years, the IT360 Financial program is offered in Quebec, Ontario and British Columbia. Eric is working hard to make it available across Canada.