Advice Events

Strategies to Manage the Proposed Changes in the 2024 Federal Budget

There has been much discussion on the changes announced in the 2024 Federal Budget.  Join me for a review of the proposed changes, the impact this will have on your financial plan and the strategies we recommend you consider to preserve your wealth and minimize your taxes.

Building Your Estate Plan

Join me for a discussion on the considerations you need to make and the strategies you can implement to ensure you have an established plan for your estate for the benefit of you and your loved ones.

We will discuss the following:

• The importance of having a Will and Powers of Attorney
• Reviewing the impact of Probate
• Considerations for your Private Corporation
• Tax planning considerations for your estate
• Strategies to maximize the legacy you leave behind

I look forward to speaking with you on this critical aspect of your wealth plan. Please click on the link below to RSVP by April 8, 2024.

Building Your Retirement Income Plan

Join me for a discussion on the considerations you need to keep in mind when building your retirement pay cheque.

We will be covering the following topics:

• Managing your RRSP/RRIF and Locked-In RRSP/LIF
• Government benefits (CPP and Old Age Security)
• Drawing income from Non-Registered Accounts
• Effectively utilizing your Tax-Free Savings Account
• Drawing income from a Private Corporation

I look forward to speaking with you on this critical aspect of your wealth plan!

Incorporating Fixed Income Into Your Wealth Plan

At the start of 2022, investors everywhere began to see something they had not in nearly 15 years - a meaningful increase in interest rates.  A rapid increase in inflation caused by pandemic stimulus and supply chain constraints resulted in central banks across the globe implementing aggressive monetary tightening in order to further curb the impact inflation was having on their economies.

For you, the investor, you were very likely alarmed to see during this time your fixed income investments in your portfolio begin to decline in value.  

Join me for a discussion on fixed income investing, how investment vehicles like bonds truly work and how you can benefit from the opportunity today to help maintain and build your wealth!

The Fundamentals of Retirement Planning

Back by popular demand, join me for a discussion on The Fundamentals of Retirement Planning where we'll review the multiple sources of income you can build, inclusive of your RRSP.

We'll discuss the following:

• Your government benefit options in retirement
• The multiple savings vehicles you can use to build your wealth for retirement
• Tax planning strategies for generating income in retirement
• Estate planning considerations regarding our retirement savings and income option

To RSVP for the event, please click on the link provided. (Note: Registration is completed via Cisco WebEx)