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

Upcoming Events



Strategic Charitable Giving - planned, purposeful, and prudent philanthropy

Date: Thursday September 2nd @ 10am

Charitable giving is an important part of many people's estate plans. Unfortunately, simply naming a charity in your will overlooks the opportunities for effective financial planning around your gift.  With some foresight and consideration, it is possible to increase the size of your estate after taxes, and leave the excess to either your family or your charity of choice.  

Sign up here  (please sign up even if you can't attend and we will send you the recording after the event)

Starting your CPP income - your options, and how to decide between them

Date: Thursday October 7th @ 10am

You must choose when to begin your Canada Pension Plan (CPP) income.  You can start as early as age 60, or as late as age 70, and the consequences of this decision are significant. This is not the time to fall back on rules of thumb or a family member's opinion.  This one decision can have a lifetime of financial impact, potentially costing you over $250,000 if you get it wrong. 

Sign up here  (please sign up even if you can't attend and we will send you the recording after the event)

Planning and Protecting your Estate

Date: Thursday November 4th @ 10am

Since none of us know when we will pass, we must have enough resources to last for our uncertain lifetime.  This means that you're likely to leave money to someone.  Being strategic about that gift can leave more resources for you, and for your loved ones while making everyone's life a little easier.  

Sign up here  (please sign up even if you can't attend and we will send you the recording after the event)

Four Retirement Mistakes to Avoid

Date: Thursday December 2nd@ 10am

The run up to retirement is a critically important time for your finances.  You're about to make one of the largest financial transitions of your lifetime, and decisions made at this crossroads can have lasting effects.  It's important to get your proverbial ducks in a row.  We will share some common pitfalls and approaches you should consider so you can retire well.

Sign up here  (please sign up even if you can't attend and we will send you the recording after the event)

Strategic Charitable Giving - planned, purposeful, and prudent philanthropy

Date: Thursday December 6th @ 10am

Charitable giving is an important part of many people's estate plans. Unfortunately, simply naming a charity in your will overlooks the opportunities for effective financial planning around your gift.  With some foresight and consideration, it is possible to increase the size of your estate after taxes, and leave the excess to either your family or your charity of choice.  

Sign up here  (please sign up even if you can't attend and we will send you the recording after the event)