Canadian Tax & Retirement Planning Presentation
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*Presentation is designed for guests with investable assets of $500,000+
Burlington, Ontario
July 24, 2024 @ 7:00pm
Registration begins at 6:30pm
Courtyard by Marriot Burlington, Ontario
1110 Burloak Dr. Burlington, ON L7L 6P8
Retirement is a life changing event and financially it can be very overwhelming. You will learn from our team of Certified Financial Planners how to prevent losing half of your RRSPs / RIFs to taxes and other tax minimization strategies. This presentation will cover retirement cash flow planning while offering legacy and estate planning strategies. In addition, the presentation will offer a market update and ways to mitigate risk and align your investments for sustainable, long-term growth.
Refreshments and appetizers to be served.
How to prevent losing half of your RRSPs / RRIFs to taxes
Effective ways to transfer your wealth to the next generation
Best ways to withdrawal your income in retirement
How to guarantee an income for your lifetime
Ways to earn tax-efficient income from your investments
Market update & recommendations on effective ways to invest
Daniel brings a wide range of industry experience to clients. Before joining IG Wealth Management, Daniel worked in the Insurance and Hedge fund industries. With a Business Administration background from Southern New Hampshire University, Daniel is able to understand and relate business and financial planning at a unique level. Daniel was a National Leader* in 2012 and an Ontario Leader* in 2012 & 2013. In 2015, Daniel was promoted to Division Director and was responsible for training and mentoring other consultants.
In addition to his internal accomplishments, he was recognized in 2016 by Business Link Media Group as a Top 40 Under 40 Award Winner for his excellence in financial planning. In 2018, Daniel joined Richard in partnership to work together and offer the highest level of service, expertise and value to clients.
Zachary brings a strong background of corporate and personal financial planning. Before joining IG Wealth Management Zachary specialized in working with Doctors, Business owners, and Executives to achieve their financial planning goals through a combination of tax, investment, and insurance strategies. With a Finance and Economics background from Canisius University Zachary is able to help clients understand the complexities needed to achieve their goals. Zachary aims to provide clients with comprehensive and experienced tax, investment, and insurance advice with the goal of clients having a truly holistic financial plan that allows clients to have the comfort that all areas of their lives are looked after.
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R. Sales & Associates Private Wealth Management, we believe that wealth is about more than investing – it’s about all aspects of your family’s financial well-being, future, and legacy. Our Family office offering is built around a Private Wealth Planning Experience.
That’s why our valued clients can expect an exceptional level of personalized service and comprehensive financial planning expertise that proactively responds to their full family picture today and for years to come.
Whether you require highly specialized tax and estate advice, business succession planning, or tailored investment solutions – the R. Sales & Associates Private Planning Experience is uniquely designed to bring our dedicated team of IG financial experts to you.
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Income Planning
Risk Management
“Will I be okay?” and/or “How much do I need in retirement?”
Thow can I minimize the amount of tax I pay during retirement?
Which accounts should I draw an income from?
How can I maximize and most efficiently pass on my estate?
How much will my estate be taxed?
Is my portfolio appropriately invested for the current market conditions?
Should I gift to my children while alive?
The planning strategies that will be discussed are designed and best suited for individuals and families with investable assets of $500,000 or greater.
This presentation is designed for individuals that have recently retired or are approaching retirement, and are seeking expert advice on protecting, managing and maximizing their wealth.
Guests will have the opportunity to ask questions during the Q/A session and/or after the presentation.
No matter how near or far you are to retirement, we help you create a plan to better understand how you’re saving and spending, and whether you’re on track to live the life in retirement you want.
Learn from experts: We take a consultative approach to aligning your retirement goals with a comprehensive retirement plan.
This is a general source of information only, believed to be accurate as of the date of publishing. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. For more information on this topic or any other financial matter, please contact an IG Consultant. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by the Canada Life Assurance Company. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
