Our meeting will start at 7:00 pm and doors will open at 6:45 pm and end by 10pm.

Next Meeting: September 11th, 2024 at 7:00 pm

Location: Abilities Centre Theatre – 55 Gordon St, Whitby, ON L1N 0J2

Cost:$100 per person at the door for non-members or choose a membership option.

Location Context: Our new meeting location is at the Second Floor Theatre Room overlooking the track at the Abilities Centre.  If you go to the front besk of the Abilities Centre they will walk you there.  Or simply follow the ramp up and you will walk past the Theatre. The parking lot is located on the West Side of the building along Gordon Street.

Before the meeting:
1. Bring business cards andprepare for networking at the end of the meeting.

2. Property deal sheet for 2min for members with a gift to members.

Agenda for the Evening:

* Introductions and Durham Updates

*Spotlight Session – Quentin D’Souza – Income Layering Considering Tax Efficiency – When you think of your income When You Earn 10,000 How Much Do You Keep? Is that the same when you earn funds from your rental proeprty or private lending?  What about returning capital from different projects that you invested in?  In this presentation, we will be looking at how to best earn funds and what type of taxes will effect how much you keep.  We will discuss various ways to layer your income in order to give you more flexibility when paying them.  

* Keynote Speaker – Dalia Barsoum – USA Lending Options for Canadians

* Keynote Speaker – Denise and Stuart MacPherson – Discover the untapped potential of Mutual Fund Trusts (MFTs) in real estate investment, a strategy that could transform the way you raise capital and expand your portfolio – In this exclusive 45-minute session, seasoned investors Denise and Stuart MacPherson will introduce you to the powerful possibilities that MFTs offer. With their SDMAC Capital Trust already established and actively raising capital for their next development project, Denise and Stuart are prepared to share valuable insights into how this innovative approach can enhance your capital-raising efforts. This session is perfect for investors eager to explore innovative strategies that can unlock new opportunities and set the stage for long-term growth.

This isn’t just another talk—it’s an opportunity to get ahead of the curve and consider new avenues for funding your real estate ventures. Denise and Stuart will provide a comprehensive overview of how MFTs work, the benefits they offer, and the legal framework necessary to ensure compliance. While the focus will be on education and understanding, the insights you gain could open doors to higher returns and a more diversified investment approach. If you’re looking to push the boundaries of what’s possible in real estate investing, this is a session you won’t want to miss.

* Wrap-up and Burning Questions

* Networking and Developing Your Power Team

Speaker Showcase:

Denise and Stuart MacPherson, living in Ottawa, have turned their diverse backgrounds in leadership, management, and public service into a formidable partnership in real estate investing. Branded as DENISEandSTUART, they are the founders and managing principals of SDMAC Properties Inc. and the newly created SDMAC Capital Trust specializing in turning income properties into positive investment opportunities through innovative redevelopment and construction strategies.

Their expertise extends beyond traditional investment methods. They are recognized for their proficiency in leveraging unconventional financing options, including RRSPs, TFSAs, and other registered funds, to craft creative funding solutions. This unique edge has empowered many others to expand their investment portfolios, offering a stable alternative to the volatile stock market.

Dalia Barsoum is the founder of Streetwise Wealth, a boutique real estate wealth advisory firm and Streetwise Mortgages, a multi-award winning brokerage specializing in income property financing. Streetwise Mortgages is known as Canada’s #1 small markets broker (AKA rental markets) as ranked by Canadian Mortgage Professionals.

The team at Streetwise Mortgages has funded over 1.5  billion dollars of mortgage volume and over 2700 of mortgage transactions ranging from residential, multi family, mixed use and other construction projects.

Dalia is a speaker,  best-selling author of Canadian Investor Financing: 7 Secrets to Getting All The Money You Want, a member of the Forbes Finance Council, a columnist for the Canadian Real Estate Wealth magazine and has been recognized as a Global 100 mortgage professional, one of Canada’s top 10 brokers and a woman of influence.

Through strategic real estate financing advice, sophisticated deal structuring solutions and access to understanding of all the money tools and capital structures investors use to grow (private money, traditional mortgages, alternative mortgages, GP/LP structures, corporate capital structures and joint ventures), Dalia and her team have helped thousands of Canadians kick start their real estate investment journey and take their portfolios to the next level while managing risk.