You've worked hard for decades. Make sure you get to keep what you have worked for.
Many Canadians approach retirement with fear of what the future holds. "Am I making the most of my situation? Should I be getting a better return? How much tax am I going to give to the government? The real question is "is there a better way?". Naturally what happens when we drive into a fog is that we slow down. Our seminars will give you insight so you can move forward confidentally. This tax planning workshop will show you how you can build yourself a crystal ball into the future so that you can outline opportunities and problem areas proactively instead of reactively.
This is a must-attend seminar for retired Albertans or people getting closer to retirement who have invested assets and want to make sure they are capitalizing on every opportunity at their disposal, By taking a little time and getting informed on current tax laws and retirement options, you can set yourself up to have a much more care free retirement.
Don't miss out on a chance to learn from a tax and retirement specialist, get your questions answered and walk away with information that will not only save you money, but also give you invaluable peace of mind.
MEET YOUR HOST
Luca Sciangola - Investment, Tax & Estate Planning Specialist
Luca started his career working at an industry leading financial institution as one of the youngest advisors ever hired in the country in 2006. He quickly prospered because of the innovative financial advice he was able to give, and finding new and exciting ways to deliver his message. He began by giving seminars for businesses and government agencies on the east coast, and rapidly began to build his practice
In 2009 Luca moved to Calgary and was mentored by one of the number one advisors in the country. He began working heavily in portfolio management and doing highly sophisticated strategy for high net worth professionals and corporations. He has become somewhat of a specialist in working with physicians and other professionals, but has clients from every walk of life.
My clients come to me with many financial goals, and many pieces to a puzzle. My goal is to help my clients attain financial freedom by looking at the sophisticated strategies that the affluent use, and that the majority of Canadians aren't seeing." Luca enjoys having a much more hands on approach with his clients and acts more like their personal CFO helping them to find more efficient ways to run their empires.
Dr. Mary Noseworthy MD FRCPC
I met Luca at a financial seminar in Calgary for MD's. His friendly and expert demeanor captivated my trust in his financial intuition, and I moved over from MD Management where I had been since graduation. He used simple language, pictorials and proven strategy to explain how best to expand my corporate and personal portfolio's. The returns have been fantastic. His holistic analysis and insight have proven to be very beneficial to the success of my corp. He is readily available to answer any questions I have, and modifies my planning and portfolios depending on market, career stage or life events. I feel totally comfortable and confident with Luca advising me on my investments and strategy going forward in my career and into retirement.
Dr. Carlos Salgado CCFP
Since meeting in 2018, Luca has been instrumental in helping me organize my financial situation. As a busy physician with a family, it was very hard to keep track of everything, and my bank would rarely call me if ever. Luca has a much more hands on approach. Since meeting, he has helped me build a comprehensive retirement plan that takes into consideration every aspect of my situation, not just parts of it. He proactively outlines investment opportunities as the market changes, and because of it, we have taken advantage of opportunities that otherwise would have been missed. Financially I am much better off with him as my CFO.
Dr. Pan & Julie Chow
With Luca's guidance, my transition from a physician exclusive management organization was totally seamless. His recommendations to rebalance the portfolio and take advantage of opportunities resulted in an exuberant recovery to the COVID induced drop in my investments. I now have a firm financial plan for the future. My only regret is that I did not meet someone like this earlier in my career. Luca gets high praises as a consultant in the areas of availability, affability and ability. He is not only my advisor, he is a friend!
Dr. Mike and Sharry Hughson
We have been investing with Luca for approximately 5 years. During this time, Luca has suggested innovative and lucrative investment strategies not previously brought to our attention by other financial advisors or our accountant. We are pleased with the performance of our portfolio and insurance products. Luca has proven to be a trusted, resourceful and attentive financial advisor.
Dr. Nasim & Amin Karim
We met Luca at a Seminar he was hosting and I would definitely recommend him for his thoughtful analysis and wisdom. He is attentive and always available to provide us with clarity when needed. He chooses his portfolio based on changing market conditions and always tailors his suggestions to our situation without taking unnecessary risks. He understands us and I feel confident heading into retirement with him in our corner.
Dr. Victor Quaye MD, CCFP.
As a recent graduate from medical training, I found the task of managing debt and optimizing my income quite daunting. Luca has been instrumental in showing me proven strategies to diversify my financial portfolio, and I am now well on my way to building wealth and saving money through tax strategies I had no idea existed. I found Luca to be exceptionally knowledgeable as a financial advisor, and he has a natural talent in making sometimes complicated income building methods easy to understand. I would highly recommend his services to any professional wishing to utilize tax and other financial strategies to enhance their income and save more money than they ever thought possible.
Dr. Joe Raiche, MD, FRCP
Medical school and residency trains physicians to provide the best possible care for patients, yet little time is devoted preparing graduates to successfully run a medical practice and plan for the future. Luca changes this entirely. His expert advice and guidance allows health professionals to focus on their clinical skills instead of trying to predict the market. Working with Luca over the last few years, I have come to greatly value his honesty, integrity, attentiveness, and enthusiasm. I especially appreciate his flexible and creative approach setting out short, medium, and long term goals that align with my comfort level and individual circumstance. With Luca, I worry less about the growing uncertainty in the world knowing that his commitment to my success and wellbeing is sincere and steadfast.
Laura Draeger & Ray Henry
We refer to Luca as our "financial architect," as we truly believe that he is helping us build a solid financial foundation for our future together. Luca is a service-first professional, who is always available to clarify any questions that we may have in as much detail as we need. He is "new-school" in his approach to advising, and offers innovative investment options on top of the classic options that we as Canadians have been washed with over the past few decades. Not only are we confident and reassured by his exceptional knowledge in investments, Luca makes us feel like he cares, and that means a lot when you are planning your retirement.
Jordan & Adrian Graham
We met Luca at a seminar he was hosting at the Crown Plaza Hotel. The workshop was quite informative and he had a way of keeping you entertained. Very well done. We've been happy clients for years now and Luca is always great to work with. He understands us and the goals we have, and we always look forward to our next meeting.
Dr. Rosario Guevara
Luca has been a great help to me as I approach retirement. We met at a seminar he held at the winter club, and he quickly and thoroughly helped me get organized. Up to that point I hadn't received much for direction from my existing advisors, and that is where his expertise was so valuable. He presented me with options I hadn't even heard of, and he is always available whenever I have any questions, or if I need some reassurance. When things get scary in the markets, I can always count on a phone call or a text, and he usually has a strategy to come out ahead.