We develop and present educational workshops for both individual and corporate clients to recognize the needs of the specific group. They include the following modules:
Financial & Retirement Planning
Retirement Income Options
Principles of Investing & Portfolio Design
Maximizing Your Group Benefits
Estate Planning & Wealth Transfer
Protecting your income – Using Life, Critical Illness, and Disability Insurance
Critical Illness Insurance
Early Retirement & Severance Packages
Group RRSP’s and Pensions
Seminars are tailor made to the needs of the individuals, company or organization represented. Contact us to structure a program that meets your requirements.
Robin Muir, CFP®, CLU®, CH.F.C.