Navigating the markets: Smart strategies for seniors
380 Princess Royal Drive Mississauga, Ontario
Join Adam Carney, Investment & Wealth Advisor with RBC Dominion Securities and Joseph Blain, District Vice-President, RBC Global Asset Management, for an exclusive event designed to help seniors stay ahead in today’s ever-changing financial landscape. We’ll dive into the latest updates in the equity and fixed-income markets, exploring how shifts in the economy may impact your investments and retirement plans.
Our discussion will cover:
• Market trends and what they mean for your portfolio
• Fixed-income opportunities to create stability in uncertain times
• Smart equity strategies to preserve and grow your wealth
• Practical steps to adjust your financial plan for long-term security
Whether you’re looking to protect your assets, generate reliable income, or simply stay informed, this event will provide valuable insights. Don’t miss this opportunity to gain expert perspectives and actionable strategies.
Smart money moves: Wealth and tax savings strategies for seniors
Amica City Centre 380 Princess Royal Drive Mississauga, Ontario
Join us for an exclusive event designed to help seniors protect and grow their wealth while maximizing tax savings. Whether you’re planning for retirement, looking to reduce your tax burden, or seeking smart investment strategies, this session will provide the insights you need to make confident financial decisions.
Enjoy an informative discussion led by experienced professionals, where we’ll explore:
• Tax-efficient retirement income strategies
• Estate planning tips to preserve your legacy
• Investment approaches for long-term financial security
• Ways to maximize government benefits and deductions
Estate planning: Items to consider when choosing an executor
Amica City Centre 380 Princess Royal Drive Mississauga, Ontario
Join Adam Carney and Michal Janecek as we will delve into the essential aspects of estate planning, providing insights on how to ensure your assets are managed and distributed according to your wishes. We will also discuss the critical role of an executor and the responsibilities that come with it.
Whether you're planning your estate or have been named an executor, this presentation will equip you with the knowledge and tools to navigate these important duties effectively.
Don't miss this opportunity to gain valuable information and ask your questions.
How can we help?
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