Income Tax Reduction & Estate Tax Elimination

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Join us for an exclusive virtual presentation

ROM supporters are invited to attend an exclusive virtual presentation by financial expert Keith Thomson on how to save money while estate planning.

You will learn:

  • How to minimize or even eliminate taxes on your estate 
  • How to change your estate plans in this new virtual environment
  • How to avoid double taxation on your "Red" retirement accounts
  • How to bypass paying upfront capital gains taxes when selling your investments
  • How to convert assets into an income you can't outlive and leave a lasting legacy
  • How our government wants you to save taxes and leave more to charity

When:
January 24, 2023
10:30 am to 11:30 am

RSVP NOW

Testimonials

“One of the best presentations I’ve seen. Simplicity off the charts.”
- M. Berger

“Very clear, well presented and inspirational; didn’t talk down to us, and not too complicated, minimum jargon!”
- P. Cleverley

“Very enlightening. A simple, straightforward walk through quite a complicated process. Advice not to be ignored.”
- E. & D. Preston

“As a Certified General Accountant and a licensed mutual fund/life insurance representative, even I learned much new information!”
- E. Hallot

“Keith opened my eyes to a new way of estate planning.”
- N. Thomson


Ⓒ Keith Thomson

About the Speaker

Keith Thomson is an internationally recognized financial educator, author, and consultant, specializing in estate and charitable tax planning. Keith has authored the book, “What Was Your Great Grandmother’s Name? Fifty Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community”. His numerous articles have appeared in publications such as The Globe and Mail and CPA Magazine.

Keith is a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®). He is also a Fellow of the Canadian Securities Institute (FSCI®), and more recently has earned the Master Financial Advisor-Philanthropy (MFA-P™) designation. Keith’s presentations expand on the strategies that he has developed to take full advantage of the tax incentives our government has created to encourage charitable giving. Keith’s expertise has helped to redirect more than $50 million of social capital … also known as taxes.

He was chair of The African Medical and Research Foundation and has also served on the boards of The Power Plant Contemporary Art Gallery, Seva Canada and The Toronto Foundation. Keith and his wife, Tanja, their daughter, Kiera, and their dog, Haggis, reside in the Beach neighbourhood of Toronto.