Sign Up for Our Dinner Presentation Today

Join us for a special event designed for investors with $750,000 + in investable assets who are interested in generating retirement income.

We understand that you may be grappling with these critical questions, and it's completely natural to feel uncertain. We're here to provide the support and guidance you need to navigate every stage of your retirement planning journey.

  • When to start taking CPP?
  • How much to spend in retirement?
  • Which accounts to withdraw from first?
  • How to transfer your wealth to your heirs?
  • How much money will be left at life expectancy?
  • Whether to retire soon or work for a few more years
  • Strategies to maximize government benefits and minimize OAS clawback
  • Whether your current portfolio can provide the growth and income you require
 

We are excited to be hosting another dinner presentation on How to Make Your Portfolio Pay. To register for this event, please fill out the form below.

Address: The Gates On Roblin, 6945 Roblin Blvd, Headingley, MB R4H 1A2

Dates:
- Wednesday, February 18th , 6:00 pm
- Thursday, February 19th , 6:00 pm
- Wednesday, February 25th, 6:00 pm

You can also reach out to our office directly by calling 204-988-6240.

Let’s make the rest of our lives the best of our lives.

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Miles Derco

Senior Investment & Wealth Advisor

Phone Number204-982-3931