Events

Retirement Elsewhere: Mexico

Are you considering a change of scenery for your retirement years? Join us for an informative webinar tailored specifically for Canadians exploring the exciting opportunities of retiring in Mexico. This session will provide valuable insights into the benefits, challenges, and steps involved in making this significant life transition.

What You'll Learn:
• Cost of Living: Understand the economic advantages of retiring in Mexico, including lower living expenses, affordable healthcare, and real estate options.
• Lifestyle & Culture: Discover the vibrant culture, friendly communities, and diverse recreational activities that make Mexico a desirable retirement destination.
• Legal & Financial Considerations: Get expert advice on visas, residency requirements, and managing your finances abroad.
• Safety & Security: Address common concerns about safety, and learn how to choose the best locations for a peaceful and secure retirement.

Who Should attend?
• Canadians approaching retirement age
• Individuals interested in International Living
• Anyone curious about the benefits of retiring abroad

Alternative Investments: Adding Private Equity to Traditional Portfolios

Enhance your portfolio’s growth potential while navigating today’s evolving financial landscape? Join us for an exclusive webinar designed for investors looking to go beyond traditional asset classes. Discover how private equity—once reserved for institutional investors—can provide access to unique opportunities, potential for higher returns, and enhanced diversification in a volatile market.

In this session, we’ll cover:
• What is Private Equity? A beginner-friendly overview of private equity investments.
• Benefits to Your Portfolio: How private equity can complement traditional stocks and bonds by mitigating risks and unlocking growth.
• Demystifying the Process: How to get started and assess opportunities that align with your financial goals.

Introduction to Alternative Investments

What's your Alternative? Join us for an insightful webinar on alternative investments, including alternative strategies to mutual funds where we delve into the world beyond traditional stocks and bonds. This session is designed for investors seeking to diversify their portfolios, reduce risk, and uncover new opportunities through mutual funds in the ever-evolving financial landscape.

In this webinar, you'll learn:
•    The types of alternative assets: These include real estate, private equity, hedge funds, commodities, and more.
•    Why consider alternatives now: Explore the benefits of adding alternative investments, including alternative strategies to mutual funds, for potential higher returns, risk diversification, and mitigation against market volatility.
•    Examples of strategies: Gain insights into the practical steps of incorporating alternative investments into your strategy, using mutual funds or alternative mutual funds. 

This event is co-presented in part by Picton Mahoney Asset Management. 
 

Retirement Living Open House @ The Sumach by Chartwell

I am thrilled to invite you to an exclusive Open House event at The Sumach by Chartwell. As a trusted investment advisor, I understand the importance of planning for the future, which is why we've partnered with Chartwell to provide you with insights into comfortable and secure retirement living options.

Join us for an insightful tour of our state-of-the-art facilities, where you'll discover:
• Living spaces tailored for comfort and convenience.
• Comprehensive amenities designed to enrich your retirement lifestyle.
• Personalized care services to support your evolving needs.
• Opportunities to meet their friendly staff and vibrant community members.

Whether you're exploring retirement options for yourself or a loved one, this event is an excellent opportunity to gather information, ask questions, and envision your retirement journey.

Inside the Vault: Tour RBCs Banking Ecosystem

Embark on a journey through the intricate landscape of banking as we present our upcoming webinar, "Inside the Vault: Navigating the Bank's Ecosystem". Join us for an insightful exploration into the various business units and departments that shape your banking experience.

Get a tour of the various decks of the banking ship, from retail banking, commercial banking, investment banking to wealth management and more. Gain a comprehensive understanding of how each department contributes to your overall consumer experience.

Retirement Elsewhere: Portugal

Join us for an eye-opening webinar as we explore the transition from the serene maple-laden landscapes of Canada to the sun-kissed shores of Portugal in your retirement years! Discover the allure of Portugal's vibrant culture, stunning landscapes, lower cost of living and retirement-friendly policies that make it the #1 country in Europe for Retirement. Learn from experts who will discuss the practicalities, financial considerations, real estate and the enriching lifestyle awaiting you in this European gem.

Join this opportunity to chart your course towards a fulfilling and vibrant retirement adventure!"

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Pitch Perfect Tax Savings Strategies

Join us for a one-of-a-kind webinar that takes retirement planning out of left field and into home-run territory! Just like Bautista mastered the art of hitting home runs, we'll guide you through Retirement Compensation Arrangements (RCAs) with a dash of humour and a pinch of Bautista-inspired flair.

Learn how Retirement Compensation Arrangements (RCAs) can help you take a powerful swing at tax savings, giving you the financial advantage you need to round the bases of retirement comfortably.

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