The Tax-Free Real Estate Blueprint | The Corporate Tax Planning Series
Strategic Wealth, Real Estate, and Financing Solutions—All in One Room
YOU BUILT A BUSINESS. NOW IT’S TIME TO BUILD WITH IT.
Most business owners don’t realize just how much capital they’re sitting on—or how to unlock it for wealth-building opportunities like real estate.
This exclusive seminar is designed for incorporated professionals and entrepreneurs ready to put their corporations to work. You’ll learn how to grow a real estate portfolio using your existing business structure, access financing creatively, and scale intelligently with the right partners.
Dinner for this seminar will be catered by our partners, featuring a selection of fresh salads, protein entrées, and seasonal vegetables.
🔍 What You’ll Learn
Secure more real estate earnings, legally & strategically.
Leverage existing assets for rapid real estate growth.
Maximize savings for immediate cash flow advantage.
Build tax-advantaged real estate wealth with proven strategies.
💡 This Seminar is for People who:
Are incorporated and generating excess retained earnings
Want to move beyond TFSAs and passive portfolios
Are curious about real estate but don’t want to do it alone
See your business as a launchpad for personal wealth
🎤 Meet the Speakers
Carl Brodie, CFP
Chief Financial Planner, Stone Owl Family Office
A recognized leader in tax-efficient wealth planning for incorporated professionals.
James Livingstone
Managing Partner, Lightwell Development
A multifamily developer and real estate investment expert, James specializes in turning corporate capital into high-performing housing projects across BC.
Brian Kim
Insurance Lending Sales, EQ Bank
Leverages his expertise in insurance-backed lending to help clients unlock capital efficiently.
Max Wolinsky
Managing Partner, Coal Harbour Law
Max has led hundreds of millions of dollars in M&A, real estate financing, and charitable gifting transactions, and regularly advises individual investors and family offices on complex commercial deals.
🏛️ Presented By
Stone Owl Family Office | Lightwell Homes | EQ Bank | Coal Harbour Law
🎟️ Reserve Your Spot Today
Limited Seats. Exclusive Invite.
This isn’t your average financial literacy session. It’s a masterclass for business owners who are ready to turn corporate capital into bricks, mortar, and legacy.
Curious what it's like?
Take a look at highlights from our last seminar
👉 Register now to secure your seat!