Team of Advisors for Corporations
 
                                       

1) Payam Ala'i: Financial Advisor, Associate Degree  BCIT School of Business

Main Organizer

Owner/Advisor at Ala'i Risk Management & Investments

SUBJECT: "Corporate Tax Efficient Risk Mitigation Strategies"

Marketing Major, Entrepreneurship Minor, Operations Management

LLQP (Life Insurance)

Past CSC & CPH (Canadian Securities and Compliance)

Former Investment Advisor with TD Waterhouse Wealth  

Entrepreneur in Iran: 90-01, in Canada 05-present

Please click: Linked-in Profile

alairiskmngmt.com

Customized Initial Meetings with Illustrations, etc.

WEBINARS & SEMINARS

 

2) Alex Fariborz Akhavan: Senior Financial Advisor, BComm (Accounting)

SUBJECT: Ways to - tax shelter Withdrawals from your Company, accumulate tax-sheltered

funding within your Company for retirement or succession

Insurance and investment broker with expertise in Tax Free Retirement Income planning, Risk management and Estate planning. Helping individuals, families, and corporate business owners to

protect their income, accumulate wealth, and minimize taxes.

Alex has been a Qualifying and Life member of the prestigious Million Dollar Round Table for more than

13 years, and also has been qualifying as a Court of the Table Member of MDRT. Previously, he remained one the top producers of RBC Insurance across Canada for 18 consecutive years. He has also been a recipient of the National Quality Awards for over 15 years and a member of Advocis, a leading industry association.

Corporate Tax Free income strategy - www.tinyurl.com/insurebizz

 

Customized Initial Meetings with Illustrations, etc.

WEBINARS & SEMINARS

 

 

3) CPA/CA

A tax expert with experience in insurance and its use with planning in the corporate context. Starting a new position as In-Depth Tax Facilitator at Chartered Professional Accountants of Canada (CPA Canada) 

 

Obtaining consent from corporate's compliance dept. which she's a partner, as for mentioning her name/company on my website is difficult.  

Once I send personal invitations for our webinars/seminars, I'll disclose all information.

WEBINARS & SEMINARS

Fee based talking to your CPA: Paid by us

4) Tanya Kong, Business Lawyer

Founder of Kong Law, based out of Whistler, BC.

 

She began her legal career with one of Canada's fastest growing software companies, Point Click Care.

 

At 30, she led the company's legal department, advising the CFO on all legal matters from commercial sales, corporate due diligences, health and privacy compliance in the US and Canada, as well as employment, litigation, anti-trust and some IP matters. 

 

She provides legal advice to small to medium sized business owners and young families across B.C. in the areas of commercial, corporate, wills and estates law, as well as incapacity planning. 

www.kong-law.com

WEBINARS & SEMINARS

5) Irvin Lim
Senior Private Banker with BMO Private Wealth

SUBJECT: Corp. owned life insurance can be put as collateral to open a LOC equivalent to 50% - 90% of the policy's CV (Cash Value), advantages of having a personal banker, and who should have one.

Irvin has been a Senior Private Banker at BMO Private Wealth for just over 1 year however previously worked over 5 years at Manulife Private Wealth as a Director of Wealth Banking with their Private Banking division finding success working with independent financial advisors in the Insurance and National Account channels on insurance leverage (IFA/CSV LOC) and other complex lending strategies. In addition Irvin also brings almost 20 years of experience in the banking industry working in the high net worth and health care professional space. 

 

Irvin is currently studying for his MBA (International Finance) at the Edinburgh School of Business.

World Finance: Best Private Bank, Canada 2019 - BMO Private Banking

Global Finance: Best Private Bank Award 2020

 

CONSULTATION ONLY

 

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Below are Professionals who don't work directly with us; however, their services are crucial to businesses:

 

i) Sarah Hanson, BA, CRM, CAIB (Hons)

General Insurance Advisor

Insurance solutions for Commercial Needs

sarah.hanson@fosterpark.ca

ii) Business Coach, Whistler: Pending

 

 

iii) Matthew Sullivan, MBA   

Business Plan and Venture Growth & Development Writer 

sullivanassociates.com


 

iv) Alexi Hamilton, BA

Commercial/Residential Realtor: Whistler/Pemberton/Squamish

v) Business Broker, Whistler: Pending

 

vi) Jennifer Brophy, Commercial Mortgage Broker, Whistler  

Licensed Mortgage Broker, BComm

Financing solutions for commercial real estate

Dominion Lending Centres, Sea to Sky Mortgages

Jenniferbrophy.ca

vii) Social Media Consultant, Whistler: Pending 

Disclaimers:

Our tax consultant will give tax advice on our corp. concepts.

 

As financial advisors, we will be talking about insurance tax as well. Ours is passing information only, and not considered tax advice.

Our concepts are sold to your corporation, only after your accountant or/and tax lawyer followed by yourself have confirmed it. 

 

           We do business the old-fashioned way - by word of mouth

 

         Please introduce us if you are satisfied with our services

 

 

  

Cash Flow & Risk Mitigation Solutions for Corporations 

                                               

604 892-0131