Description

As a business owner, your financial strategy should go beyond keeping the business running. Join us for a practical session on how to protect your income, make smarter use of your business and personal dollars, and build long-term wealth with intention.

Led by Amit Ajmera, financial services professional, entrepreneur, and New West Chamber Board Director, this webinar will explore the key financial strategies business owners should understand at different stages of their journey - from protecting the business today to creating opportunities for income replacement and generational wealth.

You’ll learn about:

• Building with a plan: Why making more money doesn’t necessarily mean building wealth
• Protecting your income and business: Key considerations including business expenses, liability, debt, key-person protection, and shareholder agreements
• Paying yourself strategically: Understanding personal vs. corporate dollars and the role of passive income
• Planning for the future: Foundations for succession planning, generational wealth, and corporate-owned strategies
• Building your advisory team: How financial professionals, CPAs, and corporate lawyers can work together as part of a coordinated financial plan

Whether you’re a new entrepreneur or an established business owner, this session will give you a clearer framework for thinking about your business, your finances, and your long-term goals.

Come with your questions and leave with a stronger financial perspective for your business and your future!

Speaker Bio

Amit Ajmera is a proud husband, father of two, fitness enthusiast, entrepreneur, and financial services professional. He also serves as a Board Director with the New West Chamber of Commerce.

Amit holds a Master’s degree in Construction Engineering and Management from Texas A&M University and spent more than 23 years leading large infrastructure and construction projects across India, Singapore, the United States, and Canada, working with multinational organizations on multi-million-dollar projects.

After spending more than two decades in the construction and engineering industry, Amit transitioned fully into financial services and entrepreneurship, bringing the analytical and planning discipline from his engineering career into his work with clients.

As a broker in the financial services industry, Amit is licensed to serve clients across major Canadian provinces and several U.S. states. He leads a team of licensed financial professionals across Canada and the U.S. and has served more than 100 clients, including individuals, families, professionals, business owners, and corporations.

His experience includes helping clients understand wealth accumulation, income protection, succession planning, and financial strategies focused on long-term tax efficiency and wealth preservation, while collaborating, where appropriate, with CPAs, corporate lawyers, and tax lawyers as part of a coordinated planning approach.

With experience spanning engineering leadership, entrepreneurship, and financial services, Amit brings a practical and analytical perspective to financial education and informed financial decision-making.