Join Us In Person June 21, 2025

Description

Please Join Us for an Exclusive Event for Pre-Retirees & Retirees Retirement is one of life’s biggest milestones, and having the right knowledge can make all the difference in securing your future. Join us for a power-packed breakfast session where we’ll dive into expert insights and the impact of strategic financial planning. Whether you’re nearing retirement or simply want to build a solid financial foundation, this conversation is one you won’t want to miss! We will Discuss: - Tax Rules and how they influence your financial plan - Navigating and reacting to market volatility & political events - How to manage RRIF, LIF, TFSA, Pension, Non-Registered and other accounts effectively - Building your retirement pay cheque to ensure funds last - Increasing investment returns while reducing risk - How to achieve maximum CPP & OAS lifetime benefit - Protecting your estate from significant tax losses