Upcoming Events
Join us for an enlightening fireside chat with esteemed lawyers PJ Prendergast and Lauren Vrsnik, as we delve into the intricate world of estate planning. This seminar will uncover common pitfalls, offer expert solutions, and provide a unique opportunity for attendees to engage directly with our speakers through an interactive Q&A session.
Whether you’re beginning your estate planning journey or looking to refine your existing strategy, this event promises valuable insights for securing your legacy.
Date: April 17, 2024
Location: Canada Inns Club Regent Casino – Grand Ambassador Room
Address: 1415 Regent Avenue West, Winnipeg, Manitoba
Doors open 5:30 PM. Dinner at 6 PM
Previous Events
Join us for our exclusive webinar, RRSP Deep Dive, where we unravel the complexities of RRSPs for both wealth builders and retirees. Discover the most tax-efficient strategies for contributing to your RRSP and gain insights on when to choose RRSPs over TFSAs or FHSAs. We’ll also delve into smart tax strategies for drawing down your RRSPs and RRIFs in retirement, ensuring you make the most of your hard-earned savings
Webinar| How to Select the Right Health Benefits for your Retirement| Oct 26, 2023
Time: 6:30 PM CDT
Navigating the transition from work to retirement can be challenging, especially when it comes to understanding your health benefits. What happens to the benefits you’ve enjoyed during your career? What are the options in retirement? How much do they cost? In this free webinar, Wealth and Estate Planning Specialist, Adam Buss, will offer insight, answer questions, and provide a roadmap to help you navigate the options and select the right health benefits for your retirement.
In addition, Portfolio Managers, Clinton Orr and Kevin Becker, will provide an update on the market, discuss the recent turbulence and their view of what lies ahead.