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Estate Planning –The Gift to You and Your Beneficiaries

May 31, 2023 04:30 PM Eastern Daylight Time - May 31, 2023 05:00 PM Eastern Daylight Time
Online Webinar Using Webex Toronto, Ontario

Nobody wants to think about estate planning until they have to. That is why the family courts are full of cases of families fighting over inheritances and why government coffers are full of tax money collected from Canadians who failed to adequately prepare their estates.

Join us for a webinar discussing the basics of estate planning and how to ensure your final wishes are executed properly, your beneficiaries get along smoothly and that you don’t pay any more in estate taxes and probate fees than you absolutely have to.


Webinar- Tax Conscious Investment Strategies- Plan to pay less

Jan 25, 2023 04:30 PM Eastern Standard Time - Jan 25, 2023 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.


Is a market recovery in the works-how to rebuild your portfolio- Webinar

Dec 06, 2022 04:30 PM Eastern Standard Time - Dec 06, 2022 05:05 PM Eastern Standard Time
Online webinar using WebEx Toronto, Ontario

After a challenging first 3 quarters of 2022 and a great deal of uncertainty the markets seem to have calmed down. Is this the beginning of a recovery or a pause before another storm? How do we protect and rebuild our portfolios from here on out?
These topics as well as an outlook on the broader economy, real estate and capital markets will be discussed over 20 minutes with a short Q&A afterwards.

Please register using the link below.