Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

John Nicola Speaks at the 2019 Pacific Dental Conference

On March 7, Chairman & CEO John Nicola had the pleasure of speaking to a full room at the 2019 Pacific Dental Conference in Vancouver.  In this presentation John introduced dental professionals to investment strategies that go beyond stocks and bonds, demonstrating the integrated possibilities of true wealth management.

John also tackled recent Canadian Federal tax reform, offering strategies on how to combat restrictions on paying dividends to family members, potential loss of the small business deduction limit, and new restrictions on recovering refundable corporate taxes (RDTOH). If you are an incorporated dental professional, this presentation on wealth management is not to be missed.

Learning Objectives:
1. Learn the tax planning implications for business owner dentists under the new rules
2. Learn what it means to have a truly integrated wealth plan
3. Understand the value of cash flow as a core wealth building strategy
4. Recognize that diversification needs to go beyond an assortment of stocks and bonds
5. Learn how you arrange your corporate structure to best benefit your business and family

If you interested in what John had to say, we’ve provided the presentation slides below.




Click here for a PDF of John’s presentation slides.