• Tuesday, November 23rd - Tax Savings Strategies
  
  1. Investing in Venture Capital Funds to potentially achieve a 30% Provincial Tax Refund
  2. Flow Through Shares explained – with up to a 100% write-off
  3. Harvesting your portfolio before year-end
• Wednesday, December 9th - Alternative Strategies
  
  1. Hedge funds explained
  2. How to profit regardless of the direction of the markets with a market neutral strategy
  3. Unique investments only available under BC's "sophisticated investor" rules
• Thursday, January 20th - Will & Estate Planning
  
  1. Common mistakes regarding naming executors and leaving assets to children
  2. Strategies to explore to ensure taxes are minimized
  3. How prepared are you? - your checklist to review
• Tuesday, February 22nd - Insured Annuities
  
  1. How do they work?
  2. Who should consider them?
• Wednesday March 30th - US Property
  
  1. Things you must know if you own US property or before you buy US property
  2. How to structure your purchase
  3. Tax planning implications
• Thursday, April 28th - Managed Portfolios
  
  1. Actively managed "pension" portfolios – are they really worth the expense?
  2. Passively managed ETFs – aren't they less expensive and often outperform?
  3. Discretionary portfolio management of concentrated and segregated individual securities

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ScotiaMcLeod is a division of Scotia Capital Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund. This article is for information purposes only. All performance data represents past performance and is not indicative of future performance. It is recommended that individuals consult with their Wealth Advisor before acting on any information contained in this article. The opinions stated are not necessarily those of Scotia Capital Inc. or The Bank of Nova Scotia. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.