E M P O W E R M E N T

R E T R E A T S

 

 

 REAL ESTATE AND TAX STRATEGY FOR BUSY PHYSICIANS

Canmore, Alberta

October 25 to 28, 2024

 

Not to be missed! This program is designed for incorporated professionals seeking a retirement net worth of seven figures or higher. 
 
Join us for an in-depth weekend going behind the scenes to learn how the most successful investors build wealth through private equity, syndication, and advanced tax strategies. 
 
Taught by top masterclass faculty with backgrounds in tax law, real estate asset management, and financial planning.
 
 
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A G E N D A

 

Friday, October 25

 
ARRIVAL AND EVENING SOCIAL
 
 

Saturday, October 26

 
DEEP DIVE #1 
ADVANCED TAX STRATEGY & CORPORATE STRUCTURING
JASON PISESKY, TAX LAWYER WITH KPMG
 
Often overlooked but one of the most effective and safe ways to create wealth is by simply keeping more of your money. Learn the fundamentals of corporate structuring as it relates to taxation of capital gains, income, trusts and estates. 
 
 
DEEP DIVE #2
WINNING IN REAL ESTATE
DR. WING LIM, REAL ESTATE DEVELOPER
 
Understand the inner workings of a great project. It isn't enough to simply acquire a strong asset. Winning comes through a 360 degree approach that includes deal-structure, rigorous due diligence, financing, and management. 
 
 
DEEP DIVE #3
DUE DILIGENCE DONE RIGHT
GAURAV SOBTI, CPA, REAL ESTATE ASSET MANAGER AND COMMERCIAL MORTGAGE BROKER 
 
Effective due diligence not only protects you from boondoggles but also uncovers opportunities others are missing. Learn the comprehensive approach to DD that top-tier real estate investors use. This session will feature walk-throughs of actual deals. 
 
 
GROUP DINNER AND DRINKS
MASTERCLASS FACULTY AND SPOUSES 
 
Included with your booking, we're headed to the award-winning Bridgette Bar for dinner. This is another great opportunity to connect with the masterclass faculty and ask your questions.
 
 

Sunday, October 27

 
BREAKFAST AND DEBRIEF
WITH MASTERCLASS FACULTY
  
 
GROUP WELLNESS
 DR. KEVIN MAILO, SPOUSES, AND OTHER FACULTY
Join us a beautiful light hike in world-renowned Banff National Park. 
 
 

Monday, October 28

 
FAREWELLS AND DEPARTURES
 
 

T U I T I O N  & 

R E G I S T R A T I O N

 

$695 + sales tax

billed to your corporation


All spouses and partners attend for FREE

Lifetime Masterclass members attend for FREE

 

 

Reserve your spot with our executive travel partner, MEA Luxury Travel 

BOOK YOUR RETREAT HERE

 

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LIFETIME MASTERCLASS