Edward Jones is hosting a complimentary presentation focused on the tax considerations of real estate investing. The event is designed for both prospective property buyers and current owners seeking to optimize their financial strategies.

Understanding Real Estate Tax Strategies

The presentation will cover strategies for tax-efficient intergenerational property transfers and minimizing capital gains tax. Attendees will gain valuable insights into maximizing the benefits of property ownership while reducing potential tax liabilities.

Expert Guidance from Cherie Chen

The session will be led by Cherie Chen, Director of Tax & Estate Planning, a leading expert in the Canadian asset management industry. She has extensive experience assisting financial advisors with complex tax, estate, trust, and retirement planning.

Cherie Chen will share practical knowledge regarding Canadian registered plans, personal and corporate tax implications, effective estate and trust structures, long-term wealth building, and wealth transfer strategies.

Event Details

The event is hosted by Trevor Butchard, a Financial Advisor at Edward Jones in Sault Ste. Marie, Ontario. He and his team are committed to providing personalized financial guidance to clients in the region.

The presentation is scheduled for Tuesday, May 5, 2026, from 5:00 PM to 7:00 PM at the Art Gallery of Algoma, located at 10 East Street, Sault Ste. Marie, ON. Complimentary food will be provided by The Soup Witch.

Registration and Disclaimer

Registration is required to attend. Interested individuals should contact the Edward Jones office or visit their website to RSVP. The event is sponsored in part by Mackenzie Investments.

Important Disclaimer: Edward Jones, its employees, and advisors are not estate planners and cannot provide tax or legal advice. This seminar is for informational purposes only. Attendees should consult with qualified tax specialists or lawyers for personalized advice. Mutual fund investments involve commissions, fees, and expenses; investors should review the prospectus carefully. Mutual fund values can fluctuate, and past performance is not indicative of future results. Insurance and annuity products are offered through Edward Jones Insurance Agency (except in Quebec) and Edward Jones (Quebec) Inc. in Quebec. Event details are valid until September 30, 2027.