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!