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*Required fieldsRetirement Strategies for Business Owners
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For many business owners, your company is your priority. But without planning for retirement and business transition can end up costing you significantly. Join me for a webinar where we'll explore retirement strategies for business owners to protect yoru legacy, your wealth, and prepare for the next stage of your life.
RSVPProtecting Your Portfolio Webinar
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With so much uncertainty around the globe, join us for a webinar on "Protecting Your Portfolio," where we’ll explore strategies to reduce your exposure to U.S. stocks and shift towards Canadian investment opportunities.
As global market dynamics evolve, diversifying into Canadian companies can offer distinct advantages, including enhanced stability, growth potential, and tax efficiencies. We’ll walk you through the steps to rebalance your portfolio, identify key Canadian sectors, and highlight top-performing stocks and ETFs. Whether you're looking to mitigate risk or tap into Canada's economic strengths, this session will provide actionable insights to help you optimize your investments for the future.
RSVPWealth Management Essentials for Not-for-Profits - Webinar
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Join us for a webinar designed to help you align financial strategy with your organization's values. We’ll explore how to create a clear, disciplined Investment Policy Statement (IPS) that defines goals, risk tolerance, and asset allocation. You'll also learn how Social Impact Investing and ESG strategies can support both your financial objectives and your desire to make a positive difference. Whether you're refining your investment approach or starting fresh, this session offers valuable insights to help you invest with clarity, purpose, and impact.
RSVPWill & Estate Planning Webinar
Location To Be Determined
Join us for "Will and Estate Planning," a crucial session designed to guide you through the process of protecting your legacy. We’ll cover the key components of estate planning, including how to create a will, designate beneficiaries, and understand trusts, powers of attorney, and healthcare directives. Learn how to ensure your assets are distributed according to your wishes, minimize taxes, and provide for loved ones in the future. This event is perfect for individuals looking to safeguard their financial future and gain peace of mind knowing their estate plan is in place.
Virtual Open Office Hours
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Join Me for Monthly Virtual Open Office Hours!
Have questions about your investments, financial goals, or market trends? I’m hosting a monthly virtual open office hour where you can drop in, ask anything, and get personalized advice in real-time. Whether you’re a seasoned investor or just starting out, this is a great chance to get expert guidance, clarify any doubts, and make informed decisions about your portfolio.
What to Expect:
- Investment advice tailored to your needs
- Market insights and updates
- Q&A on your financial strategies
Mark your calendar & pop in anytime during the session – no appointment needed! See you there!
TFSAs or RRSPs?
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Join us for "TFSAs or RRSPs?"—a session designed to help you decide which account best suits your financial goals. We’ll compare the Tax-Free Savings Account (TFSA) and Registered Retirement Savings Plan (RRSP) in terms of tax advantages, contribution limits, and ideal usage. Learn when to use each account to maximize your savings, reduce taxes, and support your short-term and long-term financial goals. Whether you’re saving for retirement, a home, or future expenses, this session will help you make an informed decision on how to use these powerful tools to grow your wealth effectively.
How to Start an RESP for My Kids
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Join us for "How to Start an RESP for My Kids," an informative session designed to help you plan for your children's future education. Learn the ins and outs of the Registered Education Savings Plan (RESP), including how to open one, contribute effectively, and maximize government grants. We’ll walk you through the tax benefits, investment options, and strategies to grow your RESP, ensuring your children have the financial support they need for post-secondary education. This session is perfect for parents looking to make smart, tax-efficient investments in their kids’ future education and set them up for success.
Virtual Open Office Hours
Location To Be Determined
Join Me for Monthly Virtual Open Office Hours!
Have questions about your investments, financial goals, or market trends? I’m hosting a monthly virtual open office hour where you can drop in, ask anything, and get personalized advice in real-time. Whether you’re a seasoned investor or just starting out, this is a great chance to get expert guidance, clarify any doubts, and make informed decisions about your portfolio.
What to Expect:
- Investment advice tailored to your needs
- Market insights and updates
- Q&A on your financial strategies
Mark your calendar & pop in anytime during the session – no appointment needed! See you there!
Planning for Retirement: How Much is Enough?
Location To Be Determined
Join us for "Planning for Retirement: How Much is Enough?"—a session designed to help you determine how much you need to save for a comfortable retirement. We’ll explore key factors like lifestyle, expected expenses, inflation, and healthcare costs to estimate your retirement needs. Learn how to create a personalized retirement plan, calculate your retirement goals, and identify the best strategies for saving and investing. Whether you're just starting or nearing retirement, this session will provide you with the tools and confidence to ensure you're on track to meet your retirement aspirations.
How to Start an RESP for My Kids
Location To Be Determined
Join us for "How to Start an RESP for My Kids," an informative session designed to help you plan for your children's future education. Learn the ins and outs of the Registered Education Savings Plan (RESP), including how to open one, contribute effectively, and maximize government grants. We’ll walk you through the tax benefits, investment options, and strategies to grow your RESP, ensuring your children have the financial support they need for post-secondary education. This session is perfect for parents looking to make smart, tax-efficient investments in their kids’ future education and set them up for success.
Investing, Where Do I Start?
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Join us for "Investing, Where Do I Start?"—a practical session designed for anyone looking to take their first steps into the world of investing. Whether you’re new to investing or just feeling overwhelmed by the options, we’ll break down the basics: understanding different asset classes, risk management, and building a diversified portfolio. You’ll learn how to set clear financial goals, choose the right investment strategy, and avoid common pitfalls. This event is perfect for beginners who want to gain the confidence and knowledge to start investing and build a strong financial future.
Virtual Open Office Hours
Location To Be Determined
Join Me for Monthly Virtual Open Office Hours!
Have questions about your investments, financial goals, or market trends? I host monthly virtual open office hours where you can drop in, ask anything, and get personalized advice in real-time. Whether you’re a seasoned investor or just starting out, this is a great chance to get expert guidance, clarify any doubts, and make informed decisions about your portfolio. Conversations are private and confidential.
What to Expect:
- Investment advice tailored to your needs
- Market insights and updates
- Q&A on your financial strategies
Mark your calendar & pop in anytime during the session – no appointment needed! See you there!
#InvestSmart #FinancialFreedom #OpenOfficeHours #InvestmentAdvice #AskAnAdvisor
Business Owners: Build Your Personal Pension
Location To Be Determined
Attention Business Owners! Join us for an informative webinar entitled, Build Your Personal Pension, a tailored session designed to help entrepreneurs secure their financial future. As a business owner, it’s important to plan for retirement beyond traditional pensions. We’ll cover strategies to build your own personal pension, from tax-efficient retirement accounts to self-employed strategies, insurance, and profit-sharing plans. Learn how to leverage your business assets to fund your retirement, create a sustainable income stream, and protect your wealth for the future. This event is perfect for business owners seeking proactive ways to ensure a comfortable retirement while running a successful business.
Will & Estate Planning: Exploring the Fundamentals
Location To Be Determined
Join us for "Will and Estate Planning," a crucial session designed to guide you through the process of protecting your legacy. We’ll cover the key components of estate planning, including how to create a will, designate beneficiaries, and understand trusts, powers of attorney, and healthcare directives. Learn how to ensure your assets are distributed according to your wishes, minimize taxes, and provide for loved ones in the future. This event is perfect for individuals looking to safeguard their financial future and gain peace of mind knowing their estate plan is in place.
Investing for Not-for-Profits
Location To Be Determined
Join us for a webinar designed to help you align financial strategy with your organization's values. We’ll explore how to create a clear, disciplined Investment Policy Statement (IPS) that defines goals, risk tolerance, and asset allocation. You'll also learn how Social Impact Investing and ESG strategies can support both your financial objectives and your desire to make a positive difference. Whether you're refining your investment approach or starting fresh, this session offers valuable insights to help you invest with clarity, purpose, and impact.
Canadianize Your Portfolio
Location To Be Determined
With so much uncertainty in the U.S., join us for a webinar on "Canadianizing Your Portfolio," where we’ll explore strategies to reduce your exposure to U.S. stocks and shift towards Canadian investment opportunities.
As global market dynamics evolve, diversifying into Canadian companies can offer distinct advantages, including enhanced stability, growth potential, and tax efficiencies. We’ll walk you through the steps to rebalance your portfolio, identify key Canadian sectors, and highlight top-performing stocks and ETFs. Whether you're looking to mitigate risk or tap into Canada's economic strengths, this session will provide actionable insights to help you optimize your investments for the future.
Building Your Financial Plan
Location To Be Determined
Join us for "Building Your First Financial Plan," an engaging workshop designed to help you take control of your financial future. Whether you’re starting from scratch or refining your approach, we’ll walk you through the essential steps of creating a personalized financial plan. Topics include budgeting, goal setting, saving strategies, and investing basics. You'll leave with a clear action plan tailored to your unique needs and goals. This event is ideal for anyone looking to lay a strong financial foundation and make informed decisions as they work toward long-term financial success.
Investing 101
Location To Be Determined
Join us for "Investing 101," an informative webinar designed to provide a solid foundation for anyone looking to build their investment knowledge. Whether you’re new to investing or looking to refine your approach, we’ll cover the essentials, including the basics of asset classes, risk management, and portfolio diversification. You'll gain a clear understanding of how to set investment goals, evaluate opportunities, and make informed decisions. This interactive event is perfect for those looking to take control of their financial future with confidence and start their investment journey on the right foot.