Upcoming events.


Why Wait Until 65 to Retire? Strategies to Retire Earlier!
Mar
18

Why Wait Until 65 to Retire? Strategies to Retire Earlier!

If someone ever told you that you need to work 30+ long years in order to enjoy 10 years of a good retirement, would you take that advice?

In this webinar, we abandon the traditional thinking in the financial industry of retiring at age 65. The average individual begins their career around age 30 and typically works until 65. Most individuals have a good retirement from 65-75 while their mind and body allows them to. Why work 30+ long years to enjoy 10 good years?

Adopt these age-proven strategies to improve your investment and tax strategies so you can retire sooner and enjoy more good years.

Join us on Tuesday, Mar 18 at 7:00PM for our free virtual financial seminar via ZOOM.

Registration is required to attend. Limited seats available!

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Tax Savvy: How to Pay Less Tax & Keep More of What You Earn
Feb
4

Tax Savvy: How to Pay Less Tax & Keep More of What You Earn

Curious about how you can unlock more tax savings for yourself?

This financial seminar is for the working professional, those about to retire, or are already retired and wish to reduce their tax bill. Stop handing over 40% of your income to the CRA when there are many tax strategies available to you to reduce your tax bill.

Join us on February 4th at 7:00PM for our free virtual financial seminar via ZOOM.

Registration is required to attend. Limited seats available!

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Unlocking Homeownership: The Ins & Outs of the First Home Savings Account (FHSA)
Oct
10

Unlocking Homeownership: The Ins & Outs of the First Home Savings Account (FHSA)

IWhether your first home purchase is in the distant future or coming up soon, join this webinar to learn about unlocking homeownership in a tax-efficient way without draining all of your financial assets!

This webinar entails (1) structuring your wealth before homeownership and (2) rebuilding wealth aggressively after homeownership.

Join us to learn how best to navigate these two phases of homeownership so you can avoid pitfalls that over 78% of Canadians make each year!

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For the Love of Children Society Art Show
Oct
5

For the Love of Children Society Art Show

You’re invited to a special evening that combines art, wine, and a chance to make a real difference.

Join us for the "For the Love of Children Society Art Show", where your support will help us complete a vital project – building a school for underprivileged children in Peru.

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ZOOM Webinar - Stress Testing Your Wealth Plan!
Aug
1

ZOOM Webinar - Stress Testing Your Wealth Plan!

Is your wealth plan stress-tested? Join our webinar on Thurs, Aug 1 at 7:00 PM to learn how to stress test your wealth plan!

Stress testing your wealth plan means avoiding costly mistakes and applying stress test #1 and #2 to your wealth plan. To take it a step further, you can even apply stress test #3. Join us to learn about these stress tests.

This event requires registration to attend. Seats are limited and registration will be closing soon!

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ZOOM Webinar - Retirement Strategies
Jul
18

ZOOM Webinar - Retirement Strategies

Whether your retirement is in the distant future or coming up soon, join this webinar to learn about retirement planning and wealth strategies. This webinar entails knowing how much you need to save today so you can enjoy your retirement life, the best sources to withdraw your retirement money from, and risks to avoid for your retirement.

Make changes to your wealth planning strategies today so you can pay yourself more, not the tax man!

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ZOOM Webinar - Master Your Retirement
Jun
20

ZOOM Webinar - Master Your Retirement

Whether your retirement is in the distant future or coming up soon, join this webinar to learn about retirement planning and wealth strategies. Mastering your retirement entails determining where to receive your retirement pay cheque from, in which order, and in which amounts.

Make changes to your wealth planning strategies today so you can pay yourself more, not the tax man!

This event requires registration to attend. Registration is now open here!

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ZOOM Webinar - Retirement Prep
Apr
4

ZOOM Webinar - Retirement Prep

Whether your retirement is in the distant future or coming up soon, join this webinar to learn about retirement planning and wealth strategies. This webinar entails the retirement prep strategies, a phased investment plan, and a cash flow strategy for those early retirement years to later retirement years.

Make changes to your wealth planning strategies today so you can pay yourself more, not the tax man!

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