EDUCATIONAL SEMINARS

We develop and present educational workshops for both individual and corporate clients to recognize the needs of the specific group. They include the following modules: 

• Financial & Retirement Planning
• Retirement Income Options
• Charitable Gifting
• Principles of Investing & Portfolio Design
• Maximizing Your Group Benefits
• Estate Planning & Wealth Transfer
• Protecting your income - Using Life, Critical Illness, and Disability Insurance
• Critical Illness Insurance
• Early Retirement & Severance Packages
• Group RRSP's and Pensions