facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

register today for our

Events & Seminars

Sign up for our mailing list

Retirement, Tax & Estate Planning Seminar

Dine & Explore...  


Topics of the presentation:

  • Fundamentals of Full Financial Planning from Wills to Taxes
  • Estate Planning (Trust, Estate Freeze & Wills)
  • Retirement & Tax Planning  Beyond Your RRSP & Pension
  • Investment Planning (Concepts & Strategies)
  • Setting Financial Goals to Preserve & Protect Your Family
  • Cash Flow Management
  • Insure your Life Goals

No Cost -No Obligation Register early as seating will be limited.