Complimentary, Ongoing Financial Education Series

Our team invests in the future of our clients and their families through our commitment to the delivery of ongoing financial education events.  

We offer complimentary group presentations on a monthly basis as well as well as one on one presentations, on a range of timely topics including but not limited to, customized retirement income planning, financial planning, investing, financial literacy for young adults and family wealth transfer.

  • Prepare Your Family For Their Inheritance
  • Are You An Executor or Power of Attorney
  • 5 Common Investment Pitfalls & How To Avoid Them
  • How We Increased A Client's Income by 82%
  • Don't Let the CRA Benefit from Your Success
  • Learn How To Reduce Taxes on RRIF Income
  • Learn How To Find A Buyer For Your Business
  • Learn how to get the most out of your CPP & OAS
  • Until Death Do Us Part – Then everything can change
  •  First Time Home Buying Strategies For The Bank Of Mom & Dad
  • Getting a Head Start On Financial Success - Financial literacy for young adults
  • Learn how to keep the cottage in the family for future generations
  • Healthcare After Retirement – Free healthcare in Canada has limits
  • 10 Strategies to Pay Less Tax In Retirement
  • Reducing Your Family’s Tax Bill
  • Planning for life’s uncertainties
  • Investment fees - Understanding what you pay and why it matters
  • Thinking Of Retirement Living?....Have a Financial Plan That Will Work
  • Discover How To Collect Reliable Retirement Income In An Uncertain Market
  • Maximize Your Retirement Income


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