Educational Seminars

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

  • Charitable Gifting

  • 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.