Fall 2021 Investment Seminar

Millions of Canadians are worried of running out of money in retirement. In fact, the largest transfer of wealth is expected to occur over the next decade as more and more people retire!

Are you ready to leave a legacy for your family while retiring in the most tax efficient way?

To avoid big surprises in your retirement, join us on November 2nd and 12th, 2021, as we invite Michelle Munro, from Fidelity Investments, to discuss various tax efficient strategies in retirement and estate planning considerations.

Tax Efficient Strategies in Retirement

Provides an overview of key factors to consider when planning for retirement, including income sources, retirement savings vehicles, and the optimal timing to begin CPP/QPP.

November 2, 2021

7:00 PM - 8:00 PM

Estate Planning: From One Generation to the Next

Simple strategies, tips and practical client stories about estate planning. Topics include: multi-jurisdiction assets, trusts, estate freeze & probate.

November 12, 2021

10:00 AM - 11:00 AM

Speaker

Michelle is a leading member of Fidelity's Tax and Retirement Research Team. She also has a special interest in women in wealth, estate planning and retirement trends.

Michelle Munro

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