TAX EFFICIENT WEALTH SUMMIT LIVE, June 20th - Registration Ends Soon, So Don’t Wait!
Beat Inflation, Slash Your Taxes Legally, and Build Wealth That Lasts
Learn How Canada’s Smartest Investors Protect Their Financial Future At The Tax-Efficient Wealth Summit
Live in Person on June 20th, 2026!
Live Online Stream available!
Gain practical, insider strategies for legally reducing your taxes, preserving wealth in an inflationary economy, and building a financial legacy — without being crushed by rising costs or doing it alone.
The Tax-Efficient Wealth Summit is for you if you are serious about tax-efficiency, wealth protection, and accelerated financial freedom.
You will get the expert insights and smart leverage you need to dominate in business and in life.
Event Details
WHEN | Saturday, June 20, 2026
WHERE | GMS CPA Office, 5484 Tomken Road, Unit 34, Mississauga, Ontario L4W 2Z6
TIME | 10:00 AM to 2:00 PM
COST (In-Person) | $97 TODAY; $117 after midnight on June 8th; $127 after Midnight on Jun 15th
COST (Live Online Stream) | $57 TODAY; $67 after midnight on June 8th; $87 after Midnight on Jun 15th
5 REASONS WHY YOU SHOULD ATTEND THIS SUMMIT
Reason # 1: The taxes you pay (income tax, HST, payroll taxes, etc.) is your biggest cost, and tax rates are only set to increase in the near future. You need strategies to combat the impact of high taxes now and in the future.
Reason # 2: We live in an inflationary environment so you have to protect your purchasing power and protect the value of your investments and wealth.
Reason # 3: With increasing prices, how can the next generation afford to buy anything? How can our kids own assets and how can we transfer our wealth in the most tax-efficient manner? Learn how to structure your affairs to minimize taxable events as you plan to transfer knowledge and assets to the next generation.
Reason # 4: It is becoming more and more challenging to go on this journey of wealth building on your own. Connect with others like you and learn how to leverage other people’s money, time, and resources to shrink the time required to achieve financial freedom.
Reason # 5: Luckily, the Government offers us tax-free opportunities through what I call the “THE TAX-FREE FINAL FIVE” – (1) Principal residence; (2) Tax-Free Savings Account; (3) Tax-Exempt Life Insurance; (4) First Home Savings Account; and (5) Lottery Winnings. You need to learn how to take advantage of these (Well…I don’t recommend lottery :)) and never have to pay taxes again.
Meet Your Experts
Ken Green (Host)
He’s the author of the book, Tax-Efficient Wealth and the creator of TaxEfficientWealth.ca, a platform designed to educate and coach individuals on how to achieve a breakthrough in their personal and business finance. Ken is on a mission to get every Canadian to take meaningful action to achieve financial freedom. He is a leading authority on taxes and personal finance and a regular contributor on Medium, where he shares his knowledge through a number of published articles. Ken works with professionals and business owners to manage their taxes. And he has helped hundreds of clients to create a path to financial freedom through his tax and business advisory services.
Nelson Kraus
Nelson is a Financial and Investment Advisor with IG Wealth Management. He has worked in the investment industry since 2009 and has been advising clients since 2013. He works closely with individuals, families and business owners to organize and put their wealth to work efficiently towards their goals, while addressing key risks. He has experience working with clients on retirement planning, estate planning and risk management, while also engaging IG Wealth Management’s team of specialists that support all areas of wealth management. He’s passionate about building efficient effective plans that help people feel confident about their financial future. Nelson lives in Oakville with his family. He enjoys travelling, sports and the outdoors, and participates/volunteers in his church community.
Cynthia Ene
Cynthia is a professional engineer, a serial entrepreneur and a woman in trades/construction. She has experience in managing large infrastructure projects in Canada’s North. She holds a Bachelor of Chemical Engineering from McGill University and a Master of Business Administration from the Rotman School of Management at the University of Toronto. As a mother of three, she is a Terry Fox Humanitarian Award recipient, a holder of the Canadian Engineering Memorial Foundation Award (Ambassador for Women in Engineering) and a Nobellum Innovator Prize Winner. She’s one of the very few women founders that have raised over $1 million in funding. A serial entrepreneur that has founded companies transforming construction and manufacturing. During the summit, she will share strategies for building legacy and wealth from business and entrepreneurship.
Erwin Szeto
Erwin Szeto is the host of The Truth About Real Estate Investing for Canadians, the #81 ranked business podcast on Apple iTunes, and a four-time Realtor of the Year to investors in Ontario. He’s helped clients buy and sell nearly half a billion dollars in income properties. Today, Erwin leads iWin Wealth Planning: Helping Real Estate Investors Build, Protect, and Pass On Their Wealth – while generating passive income and helping accelerate long-term investment growth.
Alongside his wife and business partner, Cherry Chan, CPA, he helps Canadians go beyond property with a coordinated strategy across Ontario real estate, U.S. real estate, equities, insurance, and estate planning. Known for his no-BS, data-driven approach, Ervin simplifies the path to financial freedom.
Event Schedule
9:30 am – 10:00 am
Arrival, snacks and coffee, networking
10:00 am – 10:15 am
Welcome / Opening Remarks by Ken Green
10:15 am – 11:00 am
5 How to Put 25% Down in the Stock Market (and Skip the Tenants) by Erwin Szeto
11:00 am – 11:15 am
Coffee Break / Networking
11:15 am – 12:00 am
5 Tax-efficient retirement planning and investing strategies by Nelson Kraus
12:00 am – 1:00 pm
Lunch / Networking [FREE lunch provided with your registration]
1:00 pm – 1:45 pm
How to use business to build tax-efficient wealth by Cynthia Ene
1:45 pm – 2:00 pm
Networking & Event Wrap
Incredible Bonuses For Early-Bird Fast Action Takers
Tax-Efficient Wealth eBook and Audio Book – For all Registered participants
Ideal for the busy professional on the go. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps
[$27 Value]
Tax-Efficient Wealth Book (Hard copy) – If you already have a copy, consider giving this to someone else as a gift!
Keep for yourself or share with those you love. The blueprint to quickly build tax-efficient wealth to achieve financial freedom in four actionable steps
[$17 Value]
Complimentary 30-min Financial Coaching & Tax Planning Strategy Call with Ken Green – only for the first 10 people
No matter your current situation, get deep insights on this 30-minutes call with Ken on how to optimize your current situation and apply true and tested strategies to minimize taxes and get on a path to tax-efficient wealth.
[$250 Value]
Here’s Everything You Get When You Register Today (Before the EARLY BIRD Discount Expires)
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• Access To The Tax Efficient Wealth Summit LIVE [$497 Value]
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• Tax-Efficient Wealth eBook and Audio Book – For all Registered participants [$27 Value]
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• Tax-Efficient Wealth Book (Hard copy) – If you already have a copy, consider giving this to someone else as a gift! [$17 Value]
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• Complimentary 30-min Financial Coaching & Tax Planning Strategy Call with Ken Green – only for the first 10 people [$250 Value]
