Retirement Planning Workshop - Winnipeg
Join us for a workshop covering retirement income, investing, and taxes.
No gimmicks, no sales, just practical steps you can take today
Details
- Thursday, January 9th
- 7:00PM - 8:00PM
- Sky Deck Room, Princess Auto Stadium
- 315 Chancellor Matheson Rd., Winnipeg, MB
- Seating is limited, Currently 25 spots available
Valuable Insights
If you are asking questions like...
How can I pay less tax?
Whats the value of a retirement plan
When should I apply for CPP & OAS?
What should I be invested in during retirement?
What mistakes do other retirees commonly make?
What account should I withdraw from and when?
Workshop will cover
When to start your CPP
Should you take it early? Or wait? Find out how to make the correct decision when it comes to your government pensions
Estate Taxes
Waiting for all of us is a looming tax bill. Find out how to combat the RRSP Tax Bomb though planned withdrawals from your different accounts
The Bucketing Strategy
The perfect approach for your investments in retirement, the bucketing strategy helps protect you against withdrawing money at a loss in tough market years.
Live Demo
See all the possibilities of using a retirement planning software. From market crashes to large purchases, we build a retirement plan from scratch with your suggestions
You're Not Alone
Worried About Your Retirement?
It’s normal to feel anxious about the decision to retire. The cure is knowledge. That is our goal with this workshop, to provide you with the information needed to help you make this important decision.
Your Hosts
Colin Sabourin, CIM®, CFP®
With over a decade of experience in the financial industry and holding both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, Colin offers expert guidance to address the unique challenges and goals of his clients. As one of the co-founders of Trans Canada Wealth Management, Colin has played a pivotal role in shaping the firm’s commitment to personalized financial solutions.
Adam Henry, CFP®
Adam works closely with clients to set clear financial goals and develop tailored plans to achieve them. He prioritizes education, ensuring clients have the knowledge to make informed financial decisions. Adam was instrumental in developing the investment process for Trans Canada Wealth Management. This process is rooted in academic research and adopts an evidence-based approach in its decision-making.
Kevin Anseeuw, CIM®, CFP®, DBA, CPCA
With over 25 years of dedicated service in the investment industry, Kevin Anseeuw has been a guiding force behind the financial success of countless individuals and business owners.
Tailored Strategies
Is this workshop for you?
This workshop is tailored for individuals and families with portfolios of $500,000 or more, offering valuable retirement planning strategies. It’s ideal for those nearing or recently entering retirement.
Your questions answered
Common questions
Do I need to bring anything?
Just any questions you may have! We’ll provide all the necessary materials.
What if I already have a financial advisor?
That’s perfectly fine! This workshop is designed to be educational and complementary to the advice you may already be receiving. You’ll leave with actionable insights and strategies you can implement with your current advisor or on your own.
Will I be asked to sign up for any services?
No, this is not a sales event. Our goal is to provide valuable information to help you plan for a confident retirement. There are no obligations or sales pitches—just practical advice you can use. That said, helping clients navigate retirement planning is what we do. If you find value in what we share and want to explore working with us, we’re here to support you every step of the way.
How long is the presentation?
The workshop will last approximately 1-hour.
Is this workshop for me?
If you’re between 55-65 years old, nearing retirement, or recently retired, and have $500,000 or more in investible assets, this workshop is tailored to your needs.
It’s perfect for those seeking clarity on retirement income, investments, and taxes.
Is there a cost to attend?
No, the workshop is completely free. Pssst… coffee and cookies will be waiting for you as well, our treat.
Our firm is held to the highest regulatory standards
