Morton's The Steakhouse
4 Avenue Road
Toronto, ON M5R 2E8
TOPICS TO BE ADDRESSED:
- Benefit from top tax savings strategies
- Protect your retirement savings from the current market uncertainty
- Reduce the management fees on your investments
- Replace your high cost mutual funds with low cost ETF's
- Determine if your advisor is simply a "mutual fund salesperson"
- Withdraw from your RRIF in a tax ecient manner
- Avoid having your Old Age Security (OAS) benets clawed back
- Guarantee your income in retirement
- Create a tax-free pension plan
- Utilize Trusts to help protect your wealth
To register for an event, call our reservation line at:
You will be contacted within 48 hours to confirm your reservation request.
Limited seating. Tickets and a valid confirmation number required for entry.
We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters.