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UPCOMING SEMINARS
Master Your Retirement Seminar

Gain practical insights for Canadians nearly & newly retired.

Uncover common goals & concerns for retirement, tax-efficient withdrawal strategies including CPP, OAS and RRIF, learn methods for maintaining your lifestyle, generating and protecting wealth, and leaving a legacy.

Retirement for Business Owners Seminar

Discover strategies to maximize your business value, leverage tax benefits like the Lifetime Capital Gains Exemption, and plan for a seamless transition.

Learn how corporate structures, trusts, private pensions, and portfolio strategies can secure your financial future, with insights from a real-life case study.

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MEET YOUR SPEAKERS

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REQUEST A
PRIVATE SEMINAR

If you’re interested in hosting a private seminar for your group, we're happy to arrange it! We require a minimum of 10 participants to book a personalized session.​ Our team will tailor the content to suit your audience’s specific needs and retirement planning goals.

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Click the button below to complete a contact form and we will reach out to you to discuss your custom presentation.

 

We look forward to helping your group master their retirement!

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