What's Next for the Economy and Markets- Interest Rates, Real Estate and Market Volatility

Jun 22, 2022 04:30 PM Eastern Daylight Time - Jun 22, 2022 05:05 PM Eastern Daylight Time
Online Video Conference Via WebEx Teleconferencing Toronto, Ontario

From the overhang of COVID lockdowns in China, to inflation and, more recently, geopolitical unrest, 2022 has certainly given investors plenty of anxiety about their portfolios.
Both Bond and Equity Markets have started off with a lot of volatility and now even Real Estate markets are starting to feel the pressure from interest rates. Join us for a short webinar discussing these topics as well as an outlook on the broader economy and markets.

RSVP

Strategies for Dealing With Market Volatility

Mar 30, 2022 04:30 PM Eastern Daylight Time - Mar 30, 2022 05:05 PM Eastern Daylight Time
Online Event Using WebEx Toronto, Ontario

The start to 2022 certainly has not been pleasant in the markets, from the overhang of COVID lockdowns and spikes in variant driven cases, to inflation and more recently geopolitical unrest. 2022 has certainly given investors plenty of anxiety about their portfolios.
Our webinar will deal with what to expect from the markets, how risk impacts your portfolios and give some tips on how to weather these storms and stick to your investment objectives.


Learn About the Retirement Challenges of High-Achievers- Webinar

Feb 24, 2022 04:30 PM Eastern Standard Time - Feb 24, 2022 05:30 PM Eastern Standard Time
WebEx Online Presentation Toronto, Ontario

A successful retirement requires more than financial security.

Without focusing on the social, mental, emotional and physical attributes, many High-Achievers may find the post-career phase of their lives challenging and unfulfilling.

Join us on Thursday, February 24 at 4:30PM  as we present a must-see webinar for anyone entering retirement, featuring two of the leading experts in the field of non-financial retirement lifestyle planning.

This must-see webinar will cover three important topics:

-Explore the reasons high achievers so often struggle adjusting to life after their career

-Discuss how to make the most of the transition period

-Examine solutions to retiring successfully
 

Register today and take control of your retirement!


Webinar- Tax Conscious Investment Strategies- Plan to pay less

Jan 27, 2022 04:30 PM Eastern Standard Time - Jan 27, 2022 05:05 PM Eastern Standard Time
Webinar event using WebEx Toronto, Ontario

They say death and taxes are a certainty…but that doesn’t mean that you have to die young or that you have to pay exorbitant amounts of taxes. Both your health and tax strategy require some planning and foresight. Please join us for a short webinar outlining some key tax conscious investing and planning ideas most high income earners can apply today.


Learn the 3 Non-Financial Secrets to a Happy Retirement Webinar

Nov 30, 2021 04:30 PM Eastern Standard Time - Nov 30, 2021 05:30 PM Eastern Standard Time
Online webinar using WebEx Toronto, Ontario

A successful retirement requires more than financial security. A recent study found over 69% of retirees faced challenges adjusting to their new life. Without focusing on the social, mental, emotional and physical attributes, many retirees may find the post-career phase of their lives unfulfilling. This presentation will shed light on three key elements that can help you have a happy and fulfilling retirement beyond the financial.


How to Generate Income in Retirement Webinar- Real Estate, Taxes, OAS/ CPP and Low Interest Rates

Oct 06, 2021 08:30 PM Eastern Daylight Time - Oct 06, 2021 09:00 PM Eastern Daylight Time
Online webinar using WebEx Toronto, Ontario

So you’re planning on selling your investment property, your cottage or downsizing your home. Now what?

• What are the tax implications of selling those properties?
• Can the remaining funds be used to supplement your retirement income?
• How much income can you even reasonably expect in retirement taking it all into account?

If retirement income is on your mind and these are some of the questions you’ve been asking yourself, then this webinar is for you.

Please join us for a complementary and informative web session talking about the retirement income challenges many Canadians are facing.


Investing 101- Understanding account options, investment instruments, risk and what to expect from the markets

Aug 05, 2021 04:30 PM Eastern Daylight Time - Aug 05, 2021 05:10 PM Eastern Daylight Time
Online webinar using WebEx Toronto, Ontario

Join us for a short webinar aimed at those who want to learn more about the basics of investing. Some of the topics covered will be concepts such as account types (RRSPs, TFSAs, Non-Registered Accounts) and the basics of Stock, Bond, ETF and Mutual Fund investing. If you are new to investing or would like to get a refresher on the basics of investing for you and your family, this webinar is ideal for you.


The Retirement Income Dilemma-Real Estate, Taxes, OAS Clawbacks and Low Interest Rates

Jul 29, 2021 04:30 PM Eastern Daylight Time - Jul 29, 2021 05:05 PM Eastern Daylight Time
Online Webinar using WebEx Toronto, Ontario

Please join us for a short and dynamic web presentation tackling the challenges pre retirees and retirees are facing when it comes to retirement income planning, government programs such as CPP and OAS and the costs of homes and real estate in the GTA.


Tax Conscious Investment Strategies- Plan to pay less- Option 1

Jul 08, 2021 08:30 PM Eastern Daylight Time - Jul 08, 2021 09:05 PM Eastern Daylight Time
Webinar event using WebEx Toronto, Ontario

They say death and taxes are a certainty…but that doesn’t mean that you have to die young or that you have to pay exorbitant amounts of taxes. Both your health and tax strategy require some planning and foresight. Please join us for a short webinar outlining some key tax conscious investing and planning ideas most high income earners can apply today.


The Retirement Income Dilemma-real estate, taxes, OAS clawbacks- Option 3

Jun 16, 2021 08:30 PM Eastern Daylight Time - Jun 16, 2021 09:05 PM Eastern Daylight Time
Online using: Webex Toronto, Ontario

Please join us for a short and dynamic presentation tackling the challenges pre retirees and retirees are facing when it comes to income planning, government programs such as CPP and OAS and the cost of homes and real estate in the GTA.


The Retirement Income Dilemma-real estate, taxes, OAS clawbacks- Option 2

Jun 02, 2021 10:30 PM Eastern Daylight Time - Jun 02, 2021 11:05 PM Eastern Daylight Time
Online Using, WebEx

Please join us for a short and dynamic presentation tackling the challenges pre retirees and retirees are facing when it comes to income planning, government programs such as CPP and OAS and the cost of homes and real estate in the GTA.