Join an Upcoming Webinar
We have multiple dates and times for each interactive liveĀ event.
The Ultimate Retirement Prep Webinar
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Put your retirement on a solid foundation by uncovering the pot holes many Canadians get stuck in because they never knew they were there!
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You'll Learn:
- 3 Income Options The Banks Won't Tell You About.
- How To Choose The Best Income Option in a "Defined-Benefit" Pension.
- The 1 Thing You Must Do If You Own A Home
- Why a Will is Never Enough.
Top 3 Estate Planning Traps to Avoid
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Ideal for families thinking about getting a Will done or wondering if what they have currently set up is bulletproof.
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We'll show you:
- 1 instrument that removes taxes owed at death.
- Hidden landmines in most Wills
- Executor Do's and Don'ts.
- How tp insure your wishes actually get carried out pre/post death.
5 Ways to Live Your Dream Lifestyle Today!
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Ideal for those just starting out, looking to get a financial plan, get better direction on their investments or have a big financial goal they are working towards or just want more fun in their life!
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We'll show you how to:
- Elevate your lifestyle without spending more.
- Have more cash left over at month's end.
- Remove the worry of rising costs and the feeling of not getting ahead.
- Design a "Lifestyle Strategy" without having to make compromises.
Retirement Tune-Up
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Wondering if your retirement plan needs to be retired...? Looking for ways to increase your retirement income or lower taxes?
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We'll Show You How To:
- Increase Your Income & Remove The Worry.
- Life a Great Lifestyle Full of Confidence.
- Protect Your Legacy & Estate From Fees, Taxes, Market Erosion & Family In-fighting.
