Events

Estate planning: From one generation to the next

Join us for this informative webinar covering a wide range of key estate-planning considerations to help you protect yourself, your family and your wishes. Gain expert insights on such topics as the role of the executor, minimizing taxes and estate planning strategies.

Wednesday, November 22, 2023 | 12:00 p.m. – 1:00 p.m. EDT

Attendance is complimentary, but space is limited. Kindly RSVP to Luke Charbonneau at 519-747-1653.

Hosted by:

Luke Charbonneau, CFA
Investment Advisor
RBC Dominion Securities

With guest speaker:

Michelle Munro
Director of Tax and Retirement Research
Fidelity Investments

Roadmap for business succession planning

A robust business succession plan is necessary for small business owners. Whether the plan is to transfer the business to the next generation or to sell it to a third party, you’ll gain expert insights to help give you a roadmap for this phase.

Join us for this informative webinar to discuss key considerations for business owners approaching this important transition period.

Wednesday, October 25, 2023 | 12:00 p.m. – 1:00 p.m. EDT

Attendance is complimentary, but space is limited. Kindly RSVP to Luke Charbonneau at 519-747-1653.

Hosted by:

Luke Charbonneau, CFA
Investment Advisor
RBC Dominion Securities

With Guest speaker:

Peter Bowen, VP
Tax and Retirement Research
Fidelity Canada

 

Watch Recording

The new retirement reality

It's no secret that the road to building a comfortable retirement has become much more difficult over the last few decades. Join us for this informative session to learn about the retirement planning adjustments required to meet today's evolving challenges.

Wednesday, September 13, 2023 | 12:00 p.m. – 1:00 p.m. EDT

Hosted by:

Luke Charbonneau, CFA
Investment Advisor
RBC Dominion Securities

With guest speaker:

Corey Taube, VP
Senior Executive Business Development
Dynamic Mutual Funds

Attendance is complimentary, but space is limited. Kindly RSVP to Luke Charbonneau at 519-747-1653 or luke.charbonneau@rbc.com.

 

Watch Recording

The Dividend Advantage

An in depth discussion with AGF Portfolio Manager, Stephen Duench
Monday, July 24, 2023 | 12:00 p.m. – 1:00 p.m. EDT

In our uncertain world, dividends are a key source of return and comfort for long-term investors. Join us for this informative webinar with Stephen Duench, AGF Investments Inc. Vice-President and Portfolio Manager. Stephen will discuss the importance of dividends, how to benefit from dividend paying stocks and how he navigates the wide pool of North American companies.

Hosted by:

Luke Charbonneau, CFA
Investment Advisor
RBC Dominion Securities

With guest speaker:

Stephen Duench, CFA
Vice-President and Portfolio Manager
AGF Investments Inc.

Attendance is complimentary, but space is limited. Kindly RSVP to Luke Charbonneau at 519-747-1653 or luke.charbonneau@rbc.com.

 

Watch Recording

Cottage succession planning

Wondering how to tax-effectively transfer your cottage to the next generation?

Join us for this informative, complimentary discussion about the key factors to consider when planning the succession of your cottage property.

Kindly RSVP by noon Tuesday, May 30, 2023 by using the link below, or reach out to Luke Charbonneau at 519-747-1653 or luke.charbonneau@rbc.com.
Attendance is complimentary, but space is limited.

Hosted by:

Luke Charbonneau, CFA
Investment Advisor
RBC Dominion Securities

With Guest speaker:

Vivek Bansal, CPA, CA, TEP
Director, Tax and Estate Planning
Mackenzie Investments

 

Watch Recording