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Understanding filing obligations for investment plans

Monday, May 06, 2024
9:00 AM - 10:00 AM (MDT)

Join us on May 6 for an exclusive webinar on investment plans, private wealth investors, and mid-sized groups for their indirect tax obligations. Ensure your company's compliance in the dynamic landscape of investment plans.

Led by MNP business advisors Cassandra Whitelaw and Jeff Harrison, this session will delve into the intricate world of filing obligations for selected listed financial institutions.

Stay informed, stay compliant. We look forward to your participation!

Register now

Monday, May 06, 2024
9:00 AM - 10:00 AM (MDT)

Gain essential insights into:

  • Understanding filing obligations for selected listed financial institutions.
  • Navigating the complexities of compliance in HST provinces, Quebec, and other jurisdictions.
  • Insightful discussion on presence requirements and obligations.


Jeff Harrison

Jeff Harrison, CPA, CMA

Partner - Indirect Tax

Cassandra Whitelaw

Cassandra Whitelaw, CPA, CA

Senior Manager