I'm Guillaume Girard, a certified financial planner with a chartered financial analyst designation based in Victoria, BC and serving clients in British Columbia and Ontario.
I am building Millen Wealth Advisors with Sam Lichtman CFP, after realizing that large institutions prioritize assets over delivering tailored financial planning strategies for business owners and incorporated professionals, often overlooking essential areas such as tax planning, estate planning, and retirement planning.
As a business owner, you deserve financial advice tailored to your unique needs, which differ from those of employed individuals.
That’s what I created this free Masterclass for business owners. In this webinar, you will discover:
1. How to pay yourself: Salary vs Dividend and have a retirement plan fully funded earlier
2. How to set up your business with an exit in mind and potentially save $1.25M in taxes when selling your shares
3. How to design a portfolio within your corporation to save $10k+ per year in taxes and fees
4. How to decumulate your assets in retirement and potentially add over $1M to your net worth without having to save more!
See you on the webinar!