All retired Canadians & Americans, or those approaching retirement in North America should have a plan and start acting as soon as possible if they wish to explore new opportunities in their best years, instead of being more restricted than they should.
Learn from experts, ask all the questions you need, and go home knowing how to set yourself for success, protect your hard-earned assets and keep the most of your well-deserved income without all the stress and hassle.
In the last decades, women in Canada & the US have faced numerous challenges in the workplace, and have successfully accomplished many things with their careers. They have worked hard creating wealth with a goal in mind to provide for themselves and their families.
Most of the women that are leaving their careers and entering retirement are not aware of their options and limitations. Learn what you need to know about the tax system and benefits in order to plan and optimize this next phase of your life.
Have you considered everything that’s necessary to ensure your estate planning and wealth transfer goes smoothly? Chances are, there are at least a few key areas you might not have thought about.
A holistic approach to estate planning is the best way to ensure your wealth transfer is successful. And because every family and every situation is different, these free events will arm you with updated strategies and tactics that have proven to be successful.
Most Canadians make the mistake of getting excited to buy a home, without doing the research on avoiding basic mistakes in purchasing. We run workshops to educated you the home buyer on what and what not to do.
This workshop is ideal for those who are buying their homes within 6 months.