David LeNeveu
Vistage Speaker, Productivity and Performance Expert, Certified Executive Coach, and TEC Canada Speaker
Jim Harris is one of North America’s foremost thinkers on AI, GenAI, tech and disruptive innovation. He presents internationally at 60 in-person and virtual events a year. Association magazine ranked him as one of North America’s top ten speakers.
His clients include American Express, Barclays Bank, Canon, GM, IBM, Munich Re, the Top 200 CIOs of India, the UK Cabinet Office, Swiss Re, Walmart, Zurich Insurance.
In February of 2024 he was named TEC Speaker of the Year by TEC Canada. Jim has been working with TEC for more than 30 years.

Jamie Mason Cohen
Leadership Coach
Elevate your event with Jamie Cohen: renowned Keynote Speaker and Leadership Coach. With a proven track record spanning 21 countries and accolades from prestigious organizations, Jamie transforms businesses worldwide. From unlocking unique leadership styles to fostering next-level communication, Jamie delivers unparalleled value. Join global leaders like SNL’s Lorne Michaels in shaping your organization’s future with Jamie Cohen.
David’s Topics
Corporate Investment Strategies and Tax Efficient Planning
Program Description
Business owners and shareholders of Canadian Controlled Private Corporations (CCPCs) are facing extreme uncertainty and an uphill battle trying to decipher and plan around the ever changing government tax regulations. These changes often have far reaching and unintended consequences for the very core of the Canadian economy; the business owner. The presentation will address the following:
1. Refresher on Standard Tax Efficient Planning for Business Owners
a) Corporate small and large business tax rates
b) Personal marginal tax rates
c) Drawing money out of the corporation personally (salary vs. dividend, how much, deferment)
d) Income splitting strategies (Family trust, 50/50 ownership)
2. Current Government Tax Regulations Affecting Business Owners
a) The Good (explained & defined using easy to understand language)
i) Lower Tax Rates
ii) Accelerated Capital Cost Allowance Deduction
b) The Bad (explained & defined using easy to understand language)
i) Income Splitting Rules (Tax on Split Income (TOSI))
ii) Passive Income Rules
c) What they mean for business owners (intended and unintended consequences)
d) How it will impact current and future planning
3. Solutions Under the Current Government Tax Regulations
a) Who you should be engaging for your planning
b) Investment solutions & strategies (Portfolio Management, Registered & Non-registered Accounts (including RRSPs, TFSAs, IPPs/PPPs, Personal & Corporate)
c) Case Study 1
d) Insurance solutions & strategies (IFA, IRP, Split Dollar)
e) Case Study 2, 3, 4
4. Putting it All Together
a) Explanation of what a typical planning structure should look like at the beginning, middle & end (retirement) for the business owner
5. Questions
Business owners, CEOs, professionals, and high net worth individuals are regularly sought out and approached by different Investment “Advisors” from across North America. These “Advisors” often tell a great story, have the next great investment or have a unique tax strategy. Unfortunately, many Investment “Advisors” are looking to line their own pockets instead of putting the needs of their clients’ first. In fact, many of these investments and strategies are completely unsuitable or are much riskier than described. Additionally, standard financial investment planning and/or consultations with other professionals (such as an Accountant) are never even suggested or sought out. The presentation will address the following:
1. Investment Advisors in Canada
a) Who are you engaging (Designations, Education, & Experience)?
b) How are they licensed?
c) Who are they regulated by?
2. Investment Models
a) What is the problem with the traditional Stock/Bond model?
b) What is the real goal of investing?
c) How can this be achieved?
d) Who uses this model?
3. Investment Approaches
a) Protect your investment assets first, then grow them over time
b) A deeper dive into specific investment analysis and criteria with examples
4. Business Owner Financial & Investment Planning
a) What are the available investment vehicles/accounts for Business Owners?
b) What are the Pros and Cons of Each Investment Vehicle/Account?
c) When and how Business Owners should use these accounts
d) Proper asset allocation and tax planning for retirement or withdrawals from these vehicles/accounts
5. Business Planning Evolution Interaction
a) Specific TEC member planning