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Mutual Funds and what you don't know! Event

40 Westt

Coming Soon!

VENUE

40 Westt Steakhouse
2305 Trans-Canada Hwy
Pointe-Claire, QC H9R 5Z5
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AT THIS TIMELY EVENT, YOU WILL LEARN HOW TO:

  • Replace your high cost mutual funds with low cost ETF's
  • Determine if your advisor is simply a "mutual fund salesperson"
  • Reduce the management fees on your investments
  • Benefit from top tax savings strategies
  • Protect your retirement savings from the current market uncertainty
  • Withdraw from your RRIF in a tax efficient manner
  • Avoid having your Old Age Security (OAS) benefits clawed back
  • Guarantee your income in retirement
  • Create a tax-free pension plan
  • Utilize Trusts to help protect your wealth

 

You and a guest are cordially invited to join a select group of neighbors for an exclusive complimentary event of wine and fine dining at 40 Westt Steakhouse where we will present our Mutual Funds and What You Don’t Know event.

Your host, Lewis Rosen, Senior Wealth Advisor, as heard on CJAD and featured in The Gazette, is recognized by the firm as a top performing investment advisor in Canada and was also named to the Raymond James Global Top 50. Lewis will reveal advanced tax and wealth management strategies to help protect your money, minimize your risk exposure and reduce your tax burden.

To register for an event, call our reservation line at:

514-360-2853

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.