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Keep the Profit in Your Pocket - Personal Investing & Planning for Retirement as an Entrepreneur

Tue July 23, 2024
1:00 pm - 2:30 pm

You may be able to receive this workshop free of charge. Create an account or login to your dashboard to check your eligibility.
Did you know there are several ways to pay yourself from your business? There are key differences between investment buckets that you can use to minimize taxes and increase your retirement savings? Retirement planning for business owners looks a lot different than for employees? 
Join Investment Advisor Jackie Van Vliet to learn about ways to pay yourself from your business, personal investment options to get your money working for you, and saving for retirement as an entrepreneur.  Work on strategies to increase the profit in your business through tax savings and investments. 

General Workshop Outline:

  • Creating financial goals and budgets.
  • Basics of investing.
  • Retirement planning as a business owner.

Learning Outcomes:

Learn how to get the most out of your business earnings by using tax strategies, investing, and proper retirement and transition planning.  


Jackie Van Vliet

Bio: Jackie grew up in the Lower Mainland, and graduated from Trinity Western University in 2010. After a successful career in marketing and sales, she joined CIBC Wood Gundy in 2021, and is Securities and Life Insurance licensed. Jackie gets to know her clients on a deeper level to uncover what their unique purpose for their wealth is. She becomes her clients' financial quarterback, bringing in strategic partners to address their wealth needs, and put them on track to achieve their goals and live a life they love. Outside of the office, Jackie enjoys skiing and hiking in Sun Peaks, and spending time with her husband and two daughters.

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Community Futures British Columbia
33163 2nd Ave
Mission BC V2V 6T8
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CFBC is the provincial association for the Community Futures Development Corporation. Since 1992 we've been fostering entrepreneurship and economic development in rural BC through our 34 member offices. Learn More.

We are grateful to live and work with people from across many traditional and unceded territories, covering all regions of British Columbia. We are honoured to live on this land and are committed to economic development and growing small businesses together.
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