Tax-Smart Retirement Income Strategies

Practical strategies designed to help you keep more of what you’ve worked so hard to earn. One of the biggest surprises many people face in retirement is that it’s not just about how much you’ve saved… it’s how you draw it down that really matters. Taxes can have a significant impact on your retirement income: they can reduce how long your savings last, affect your eligibility for government benefits and, in some cases, create unnecessary income spikes. The good news is—with the right strategies, there are ways to manage, reduce, and even defer those taxes over time.

Past Webinars

Recordings of our recent webinars will be posted here. You can find more webinar recordings by visiting our YouTube page. If you find them helpful or informative, please feel free to share them!

If you're interested in attending our next webinar, please use the contact form to connect with us and register.

Travelling in Retirement

We explore all things travel, specifically in retirement. Exploring the benefits of travel in your retirement years, how to plan travel that aligns with your health needs, what every retiree should know about medical coverage, and how to integrate trips—big and small—into your long‑term retirement income plan.

Year-End Tax Tips & Tricks for 2025

We cover a wide range of topics such as: maximizing tax deductions and credits, changes in tax laws for 2025 and how they may affect you, strategies for retirement contributions and charitable giving, and investment planning before year-end.

Wellness: Help Your Body Heal Itself

We recently hosted an insightful wellness webinar featuring Julie Henry, Registered Homeopath. Julie brought her expertise to a lively discussion on holistic health, covering topics such as:he history of homeopathy, the principles and benefits of homeopathy, and natural remedies for integrating holistic care into daily life and real life stories.

Year-End Tax Planning Tips & Considerations

As we approach the end of the year, it's the perfect time to consider tax strategies that can help you optimize your financial position. This webinar is designed to provide valuable insights into tax-saving strategies and recent updates that could impact your planning.

Eldercare Planning 101: Aging Mindfully

Are you starting to think beyond the active and peaceful phases of retirement? The last phase usually includes some form of capacity concerns, it is important that you are prepared. Are your children or other close family members aware of your desires and wishes? Watch our informative webinar where we highlight the significance of planning ahead for aging individuals.

Year-End Tax Planning

A look a various different tax minimization strategies that you can implement before year-end.

Estate Planning - Part 1

What does estate planning entail and what does it mean to have an estate plan?

Q & A Session

Answering your questions in more depth.

Should You Support Your Children Financially?

Practical financial strategies to help you support your children/grandchildren's education, future goals, and overall financial well-being - without compromising your own financial security.

Charitable Giving: What's in it for you?

Whether you're an experienced philanthropist or just beginning your journey in giving, this webinar will provide valuable insights into how you can make a greater difference with your contributions in the most tax-effective way.

Unlocking Financial Freedom

Effective savings strategies for a first-time home buyer and how to maximize your tax deductions through the use of RRSPs, TFSAs, and the new First Home Savings Account (FHSA).

One Word that Will Change Your Life

One Word that Will Change Your Life will inspire you to simplify your life and work by focusing on just one word for this year.

Taxes & Tax Planning

How to maximize your investments and minimize your taxes before the year ends.

Goal Setting

How to set meaningful goals...and achieve them!