KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
All content for Keys To The Vault Podcast is the property of Whitney Hammond & Kelly Ross and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
Ep 3 Keys To The Vault with Whitney Hammond & Kelly Ross
Keys To The Vault Podcast
19 minutes 22 seconds
8 months ago
Ep 3 Keys To The Vault with Whitney Hammond & Kelly Ross
Accountants are telling their clients not to incorporate without understand the bigger picture of their financial situation and wealth trajectory. But it’s a very personal decision that depends on your end goals.
From a financial planning AND accounting point of view, Whitney Hammond & Kelly Ross break it down:
what is the end goal ? what is going to happen with this company ? are the growth projections there ?
Sometimes reorganizations can be more costly in the future
Why you need to understand RETAINED EARNINGS. It’s GOLD.
What is a section 85 rollover
Some accountants just to tax compliance - but when you sit down with someone like Kelly Ross, she has the brain to look at the bigger picture and optimize using wealth building strategies.
Keys To The Vault Podcast
KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
