Start Right: Setting Up a New Company the Right Way

From Luma (Waterloo)

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About the event

A free 60-minute online session for founders who are about to incorporate, or did so in the last year. Any kind of business: service, retail, trades, consulting, tech.

Most founders incorporate with a $200 online form and a search engine, then pay to undo it a year later.

Your presenter: Wei Jiang, CPA

- 8+ years in Canadian tax

- Two Big Four firms: EY, then Deloitte, where he was a Tax Manager leading a team of 10–15 on public high-tech company tax in Ottawa

- In-house at Costco Wholesale Canada: Tax Manager (Assistant Director), responsible for income, withholding and sales tax across the Canadian entities, and the point person for CRA audits

- Completed the three-year CPA Canada In-Depth Tax Course

- Today: Co-Founder & Head of Professional Practice at Levante, and founder of his own Ottawa practice

What you'll leave with

Shares never properly issued. No minute book. A missed HST registration. Personal expenses in the company account. A late payroll remittance. None of it is hard; it's just never explained in one place, in plain language, before you make the decisions. Wei covers it in an hour, with the current 2026 numbers:

- Incorporate or not? A plain answer, plus federal vs. Ontario

- What the law requires: the eleven things you must keep and file, and why the minute book matters

- Your first month, and every year after: what to set up, what to file, and the deadlines

- The questions every new founder asks: moving assets you already own into the company without paying tax, common first-year mistakes, what a compilation report is, and salary vs. dividends

- When you need an accountant, and what you can do yourself

- A four-page founder checklist that follows the talk, sent to every attendee

Education, not a sales pitch. Written for founders with no accounting background; every term is explained the first time it comes up.

Hosted by Levante, modern accounting for Canadian businesses. The Google Meet link is sent to registered guests before the session.

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