Events

Maximizing your retirement benefits with an Individual Pension Plan

An Individual Pension Plan (IPP) is one of the most tax-efficient retirement savings plans in the market today. Join us for an insightful discussion on how an IPP  builds your retirement savings quicker and provides enhanced retirement benefits and important tax advantages for business owners and key employees.

Maximizing your after-tax retirement income

Are you approaching retirement or have you recently retired? Maximizing your retirement income may be an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us for an insightful discussion on tax-saving retirement measures. 

Five Key Planning Strategies for Business Owners

As a business owner, you have key decisions to make at each stage of your business lifecycle – from how to structure your business to how to wind it down. Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business, but also for yourself and your family. Join us as we discuss 5 Key Strategies to include in you business owner plan. 

Keys to Planning a Tax-Efficient Retirement

Are you approaching or thinking of retirement? Maximizing your retirement income is an important aspect of enjoying and making the most of this new phase of your life. However, a large portion of your major sources of retirement income may be taxed at the top marginal tax rate with no preferential tax treatment. Fortunately, there are several approaches you may want to consider to maximize your after-tax retirement income. Join us we discuss some common tax-saving retirement strategies.

Women & Wealth Planning: The influence of women on building the family legacy

Women play a key decision-making role in managing family finances. So how do they approach building, preserving and transferring wealth? Join us as we discuss a summary on how women build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation.

Keys to Building a Rock-Solid Retirement Plan

As a retiree today, you can expect to live much longer than previous generations – often as much as 20-30 years after the traditional retirement age of 65. That’s a whole new life stage that’s just beginning at age 65 – and one that requires a whole new approach to planning your retirement finances and lifestyle. Regardless of when you plan to retire, there are some key considerations that can make the transition to life after work smoother. Join us as we discuss seven key components to building your retirement plan.

Income Splitting Strategies for Families

Have you thought about options available to split income with your family as a high-income earner? Join us as we discuss a checklist of income splitting strategies you may wish to consider in order to reduce your family’s overall income tax bill. Register to receive webinar access details. 

Strategies to Improve Your Financial Well-Being in 2023

Many of us go through an annual ritual of setting resolutions. Improving health is usually high on many people’s lists — lose weight, exercise and eat healthier. However, in addition to improving your physical health, don’t forget your financial health. Join us as we discuss 10 financial to-dos that may help you improve your financial well-being. 

2022 year-end tax planning: Opportunities to reduce your 2022 tax bill

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, join us as we discuss a summary of some common year-end tax planning strategies. 

Wealth Building Strategies for Professionals

Join us for this webinar as we discuss key wealth planning strategies that you can consider to manage your financial well-being.

There are many tax, estate and financial planning opportunities to explore and set you up for long-term success.

We will discuss strategies to:
• Accumulating wealth and growing your assets
• Protecting your wealth by managing risk
• Converting your wealth to an income stream

Women & Wealth Webinar

The research shows that women have unique needs when it comes to planning their wealth and legacy. Join like-minded women for a discussion to learn more about themes that include:
- Misguided notions about women and wealth
- How the view of wealth is evolving
- Aligning your lifestyle goals with your investment decisions

Retirement Planning In The Face Of Uncertainty

As a retiree today, you face different economic challenges, including rising inflation, market volatility, continued high taxes and the uncertainty of government benefits. With that in mind, please join us for a virtual discussion to explore a range of planning opportunities you and your family may wish to consider during periods of volatility.