iA PREMIER
SEMINAR
EPISODE 1
BLUEPRINT FOR SHAREHOLDERS’ RETIREMENT STRATEGIES
Join Matthew Roemer and Pierre-Philip Garneau for an exclusive seminar tailored for advisors eager to elevate their expertise in retirement planning strategies for business owners. Dive into advanced corporate investment income tax rules, including passive income, CDA, and RDTOH, with our expert speakers.
Experience a comprehensive technical analysis through a case study, showcasing various retirement disbursement planning scenarios for executive shareholders. Learn how to maximize values and seize opportunities to enhance your clients' retirement plans.
May 13, 2025 | |
1:00 pm (EDT) | |
Virtual |
SPEAKERS
Matthew Roemer
Regional Vice-President, Sales, Ontario Independent Distribution
Matthew came from a sales background and has served clients, advisors and industry partners in the insurance and financial services industry for over 25 years. Over the past six years, Matthew has had the privilege of maintaining and building collaboration with Managing General Agencies and National Accounts in the province of Ontario.
Prior to joining iA Financial Group in early 2023, Matthew held various management roles within Canada Life, where he spent over 24 years building his career. During that time, Matthew served as a financial advisor, highly successful recruiter, branch manager and RVP.
LEARN MORE ABOUT THE EVENT
iA PREMIER seminars are exclusive webinars tailored specifically for advisors who qualify for the iA PREMIER recognition program, to empower them with the knowledge and tools they need to excel in their careers and harness their full potential. Come and meet our tax experts from the Large Case Solutions team, who will provide you with concrete solutions, high-level content and the tools you need to achieve your business goals.
Not qualified for iA PREMIER?
Maybe you’re not that far off!
View the eligibility criteria for the different levels and all the other benefits that come with the program.
Eligibility criteriaCE credit
One CE credit will be sent to participants who attend the live training for the full session. Only participants who log in using their email address will receive the training credit.