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.
- Learn How To Reduce Taxes On RRIF Income
- Maximize Retirement Income
- Until Death Do Us Part - Then Everything Can Change
- Learn How To Get The Most Out Of Our CPP & OAS
- First time home buying strategies for the “Bank of Mom and Dad”
- Learn how to keep the cottage in the family for future generations
- Investing 101
- Will my children follow in my footsteps?
- Prepare Your Family For Their Inheritance
- Healthcare after Retirement - Free healthcare has limits - learn how to protect yourself
- Learn How To Minimize Tax
Please register with us below if you would like to receive email notifications and invitations of upcoming presentations