Tax planning investors offer their insights

By Contributed - Kelowna Capital News
Published: June 15, 2011 5:00 AM

A tax planning investment seminar will be held Thursday, 7 p.m., at the Rotary Centre for the Arts.

This seminar will be  hosted by Dave Meidl, of Intent Market Solutions.

Two of the guest presenters for the seminar will be Steve Elliott, senior vice-president, Western Canada of Pathway Asset Management, and Bill Koenig, a financial portfolio manager.

Koenig was an early pioneer in the process of institutional investing in small cap companies. He is the investment manager for all of Pathway Mining and Oil and Gas partnerships.

Koenig was also the chief investment officer of the Norrep Funds (Hesperian Capital) and helped oversee the growth of capital for that company from $70 million to $800 million

As posted at KelownacapNews.com

Tax Planning Investment Seminar June 16th, 2011 Kelowna BC

YOU DO NOT WANT TO MISS THIS!    MARK YOUR CALENDARS NOW.

You are invited to a Tax Planning Investment seminar to be held at:

The Rotary Center of the Arts

second floor board room

7:00 PM Thursday June 16th.
RSVP

This seminar is hosted by Dave Meidl of Intent Market Solutions. Dave is pleased to announce that two of Canada's leading authorities on this subject will be presenting.

Steve Elliott, Senior VP Western Canada of Pathway Asset Management will present the structure and tax implications of this product.  We are privileged to have Bill Koenig, portfolio manager, to present the investment vehicles.  He was an early pioneer in the process of institutional investing in small cap companies.  Mr. Koenig is the investment manager for all of Pathway Mining and Oil and Gas partnerships.  He was the Chief Investment Officer of the Norrep Funds (Hesperian Capital) and helped oversee the growth of capital from 70M to over 800M in a four year period. He has over 20 years experience in the resource sector.

Canadian Exploration Expense

CEE was originally put into place in 1954 to assist and promote exploration for new natural resources in the oil, gas, and mining sectors.  It was thought that this type of investment was best placed with high income, high tax individuals.  The Federal Government has widened the rules so that all Canadians can participate in this flow thru investment.  Changes in exploration technology have made this type of investment attractive to more and more Canadians and EVERYONE should be aware of it!

• If RRSP’s are your only retirement plan – you  need to attend
• If you feel you have no money to invest – you need to attend
• If you want real information to make the best investment decisions – you need to attend

This thought-provoking, one hour seminar will give you the tools you need.   You will not be disappointed.

    KNOWLEDGE IS POWER!!!

There is limited space for this event.  Please RSVP by e-mail your intention to attend.  Please bring your spouse or significant other.

Refreshments provided.    

Dave Meidl
Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Email
Investing with Purpose

Kelowna Financial Advisor - Steve Croft of 60 Minutes

Check out this link to a segment that Steve Croft of 60 Minutes did on June 5th, 2011.
It’s about how high speed traders are changing Wall Street.
It first aired a year ago and they updated it and redistributed it.
Very interesting!!!!

I would love to hear your comments on this. 
http://www.cbsnews.com/stories/2011/06/05/60minutes/main20066899.shtml

Contact me:

Dave Meidl

Kelowna Financial Advisor
Intent Market Solutions
www.intentmarketsolutions.com
250-575-3576
Investing with Purpose