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

Seminars are tailor made to the needs of the individuals, company or organization represented. Contact us to structure a program that meets your requirements.