Tax-Efficient Wealth Summit

Register For The 2024 Tax-Efficient Wealth Summit On June 1st, 2024!

Event Details

WHEN | Saturday, June 1, 2024

WHERE | Doubletree by Hilton Toronto Airport West Hotel, 5444 Dixie Road, Mississauga, Ontario L4W 2L2

TIME | 10:00 AM to 2:00 PM

COST | $97 TODAY; $117 after midnight on April 30th; $127 after Midnight on May 26th

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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 – 10:45 AM | Three Questions: Your Quality of Life + Investing by Samantha Sykes

10:45 AM – 11:00 AM | Coffee Break/Networking

11:00 AM – 11:30 AM | A Simple Approach to Plan for Retirement Income by Ken Green

11:30 AM – 12:00 PM | Practical financing tips by Hosai Khatir

12:00 AM – 1:00 PM | Lunch/Networking [FREE lunch provided with your registration]

1: 00 PM – 1:30 PM | Demystifying Personal Pension Plans by Jean-Pierre Laporte

1:30 PM – 1:45 PM | The Tax-Efficient Wealth Membership Network by Ken Green

1:45 PM – 2:00 PM | Networking & Event Wrap

[Note: Schedule may be subject to change]

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Ken Green (Host)

Ken is delighted to be your host for this event.

He’s the author of the book, Tax-Efficient Wealth and the creator of, 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.

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Hosai Khatir

Hosai is a Mobile Mortgage Advisor with CIBC and also a real estate investor. She’s passionate about helping people achieve their home-ownership goals, no matter what they may be. Whether you want to buy your first home, access your home equity or move your mortgage over to CIBC, Hosai can empower you to make smart mortgage and home-financing decisions. She will be sharing great insights on this as we continue to deal with a challenging interest rate environment.

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Samantha Sykes

As a Senior Investment Advisor and Financial Planner, Samantha has spent almost 20 years working with executives and business owners of color to gain financial independence with someone who understands their unique challenges. With many designations, her continued focus on education and personal growth is widely recognized among her peers. She is regularly featured in top industry publications for her use of plain language breaking down complex topics. Samantha is also known for providing individualized advice, pairing the personal with “finance”. Outside of work, she is an avid lover of good food, both cooking and eating, spending time with her two young children, and volunteering.

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Jean-Pierre Laporte

Jean-Pierre Laporte is the CEO of Integris Pension Management Corporation and an expert on personal pension plan. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d’Etudes Politiques de Paris, he has built the best asset protection and tax deferring vehicle in Canada. Through Integris, he offers incorporated business professionals (and C-Suite Executives) the most tax-effective way of saving for the future. He will be sharing more on this in his presentation at the summit.

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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.

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Here’s Everything You Get When You Register Today (Before the EARLY BIRD Discount Expires):

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

[$250 Value]

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 strateties to minimize taxes and get on a path to tax-efficient wealth.

To register, go to:

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