Cover Image for Kingston Breakfast & Learn: For Professionals & Business Owners looking to Grow and Keep more of their Wealth
Cover Image for Kingston Breakfast & Learn: For Professionals & Business Owners looking to Grow and Keep more of their Wealth

Kingston Breakfast & Learn: For Professionals & Business Owners looking to Grow and Keep more of their Wealth

Hosted by Circle Compass Events
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About Event

Join Us for a Breakfast & Learn in Kingston: For Professionals & Business Owners looking to Grow and Keep more of their Wealth

What Is Tax Efficiency in Investing — and How Does It Impact You?

Join us for an educational session exploring how certain investment products are structured with tax efficiency in mind — and why that matters for professionals and business owners looking to grow and keep more of their wealth.

What You’ll Learn:

1. What “tax efficiency” means when it comes to investment product design

2. How some products aim to deliver return of capital or tax-deferred income and what this means

3. How investors may use these product features to diversify beyond traditional investments

Whether you’re looking to understand how different investment products work — or simply want to ask better questions of your advisor — this session is for you.

Free event | Limited seats available Register now to secure your spot.

⚠️ This session is for informational purposes only. No tax advice will be provided.

Wednesday, June 11, 7:30–8:30 AM
Aspira Royale Place, 2485 Princess St
Free to attend | Registration required (confirmation by SMS/phone)

Thank you to our sponsors Aspira Royale Place and Pier 4 REIT.

Location
2485 Princess St
Kingston, ON K7M 7X5, Canada
Ask Reception for Tax-Efficient Investing Event Room