Self-Directed RRSPs & Trust Accounts
to Invest in Real Estate
@6:30 pm-10:00 pm
Cash Bar @ Baka Gallery Cafe, Bloor West Village (2256 Bloor St West, above the Bell Store) – FREE admission
A Self-Directed RRSP is a great way to save for retirement.
Come and learn how you can technically open a Trust Account for your Self-Directed RRSP.
6:30pm Doors Open ~ Networking & Mingling at the bar
7:15pm Laure Ampilhac, Mortgage Agent & Certified Wealth Management Advisor
7:30pm Jonathan Weaver, Director of Sales at Community Trust
8:30pm “All your questions answered” – Real Estate Lawyer
9:00pm – 10:00pm ~ Networking at the bar
What is a Self-Directed RRSP?
A Self-directed RRSP is an RRSP account (not an investment) that allows you to hold a wide variety of investments within one single trust account.
Self-directed RRSPs give you more freedom and control over your investment portfolio, tax-deferred. You have the opportunity to tailor your portfolio and become a money lender by directing your capital into an approved trust account that is then able to lend said funds into mortgages for higher fixed returns, secured on real estate.
Contrary to the name, self-directed RRSPs do not have to be self-managed. You can have a wealth management advisor help you manage your self-directed RRSP.
Who is it for?
A Self-Directed RRSP might be a good choice for you if…
– You want more control on your future and plan properly for your retirement income.
– You already have a large deposit-based RRSP and now wish to diversify your investments
– You already hold investment securities (e.g., stocks, bonds, etc.) which you now wish to put in a tax-deferred plan
– You want the convenience of one simple statement
On April 20, you will also learn about Arm’s length mortgages, Non-arm’s length mortgages, Mortgage Investment Corporations (MIC), RRSP mortgages, and all the strategies to maximize your registered plans.
Event brought to you by Laure Ampilhac, Retire Early With Real Estate, Mortgage Agent and Certified Wealth Management Advisor
PS: Admission is on us. FREE event. Bring lots of business cards and good vibes!
Photo Credits: Mauricio Jimenez
MAGIC VISION Photography
Voted – Top PHOTOGRAPHY STUDIO in Toronto ( Top Choice Awards – 2013)
Visit us at www.magicvision.ca
7:15pm Laure Ampilhac
Mortgage Agent & Certified Wealth Management Advisor
✆ (416) 358-9686 ✆ (877) 764-9492
Mortgage Alliance Lic# 10530
7:30pm Jonathan Weaver
In the last 4 years, Jonathan has, with considerable help from his business partner Richard Pyper, built Canada’s only truly self directed RDSP. Their company, C.R.A.F.T. Wealth management, does the business development for all self directed accounts at Community Trust. These include RRSP RRIF TFSA LIRA RDSP.
In the this session, Jonathan Weaver will show
• The impact of regular returns from mortgages
• The paperwork involved
• 2 alternate structures so you can better use your self directed account(s)
In 1998 Jonathan made the last mortgage payment on the home he shared with his wife Cathie and announced to her “we can’t eat the living room”
Explaining that he didn’t have a pension and he was concerned about their future income, Jonathan convinced Cathie that real estate was the answer…
The first acquisition was a triplex. The second a joint venture on a duplex and the third was a 6plex that the Weavers renovated. Jonathan credits Cathie with the fact that they have never had a vacancy or month’s missed rent from tenants over the last 17 years.
After a pseudo retirement in 2008 during which Cathie and Jonathan set a world record, they reviewed their finances and discovered that private lending could be safer and more lucrative than being a landlord.
Since that time the Weavers have invested their RRSPs and Cathie’s LIRA into mortgages earning themselves a higher return with more security than they had experienced in the stock market
Jonathan T Weaver
Community Trust | 2325 Skymark Avenue | Mississauga, ON | L4W 5A9
Tel: (416) 763-2291, (800) 268-1576 | Fax: (416) 645-3920 |
8:30pm Eran Gevantschniter, Real Estate Lawyer: All your questions answered
Eran Gevantschniter Tel: 416.777.6788
General Practice with Real Estate Law Focus
Real Estate – Purchase/Sale Residential and Commercial Transactions, Title Searches, Institutional and Private Mortgages, Resale, Re-Financing, Title Insurance and many more.
A proven step by step system that will save you money
Or your money back!
2 Full Days of Pure Content!
Saturday, May 2, 2015
8:30 AM – 6:00 PM EST (Eastern)
Holiday Inn Express Vaughan
Call Laure at 416-358-9686 for more details
Use the promo code 6Degrees to get a $300 discount
Laure Ampilhac | Mortgage Agent
The Nasser Yaltaghian Team, Top 1% of Mortgage Brokers Nationally
Mortgage Alliance Lic# 10530 #200, 2005 Sheppard Ave. E. Toronto, ON M2J 5B4
Natalia O. Popovich | Nat & Home
Todor Yordanov | Real Estate Investment Club
Monthly Educational Meetings: Real Estate Investments Club @ Center for Social Innovation CSI: 215 Spadina Ave., Toronto 416-902-9707 firstname.lastname@example.org
Canadian Real Estate Wealth Magazine
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The promo codes are: 6DEGREES1 (1 year subscription for $65, original price: $72)
6DEGREES2 (2 year subscription for $110, original price: $119). These prices are tax inclusive.
[ Connecting Real Estate Investors and Industry Professionals in an intimate & warm atmosphere ] Social Event gathering Real Estate Professionals and Investors Bring your business cards.
ABOUT SIX DEGREES REAL ESTATE INVESTORS MIXER
HOSTED NETWORKING EVENT
Laure will be there to connect you with the partner, lender, real estate professional that you have been looking for your project, real estate transaction or investment. Come to me during the event and we will introduce you to the right person! See you there.