Concerned About Taxes in Retirement?

Learn expert strategies to maximize your retirement income, minimize taxes, and ensure a secure financial future.

Join us for a Free Educational Workshop. This workshop will cover everything you need to know about retirement planning

Details

Seating is limited, so sign up today!

This complimentary 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

RRSP/RRIF Tax Bomb

Waiting for all of us is a looming tax bill. Find out how to combat the RRSP Tax Bomb with different withdrawal strategies

The Bucketing Strategy

The perfect retirement investment strategy, the bucketing strategy helps protect you from market downside risk

A Live Demo

See all the possiblities of using a retirement planning software live, as we build a retirement plan from scratch with your suggestions.

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, looking for expert guidance to secure a confident and comfortable retirement.

Complimentary Educational Workshop