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Pre-Retirees/Retiree Event

Morton's Steakhouse banner

COMING SOON!


VENUE

Morton's The Steakhouse
4 Avenue Road
Toronto, ON M5R 2E8
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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:

416-777-7176

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.