Upcoming Events

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Pre and Post Retirement Tax & Income Strategies

Dinner Presentation (with appropriate social distancing)

This talk will be of interest to those who are concerned with minimizing and offsetting the Old Age Security Clawback and making their portfolios tax proof.

We will cover various strategies, including how to:

Optimize taxes
Reduce investment risk
Maximize after-tax cash flow
Avoid/Reduce OAS clawback

Additional Information

Cocktails will be served at 6:30 pm
The dinner and presentation start at 6:45 pm

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Coming Soon

To Be Determined

Coming Soon

5 Ways to Increase Retirement Income in Uncertain Times

Dinner Presentation

This talk will be of interest to those who are within ten years of retirement as well as those who are already retired. Over dinner and wine, Tracy will answer all your questions about managing your investments and pre and post retirement tax and income strategies.

Coming Soon

To Be Determined

Please call or contact us to register for this event.

Essentials of Building a Retirement Nest Egg

Dinner Presentation

This talk will of interest to those actively saving for retirement.

Coming Soon

To Be Determined

Please call or contact us to register for this event.