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RDSP Seminar
2025-04-30T22:00:00
RDSP Seminar

Registered Disability Savings Plan

In this informative session, Ben Oakes - Sun Life, Flora Kampogo CPA, AVP Tax & Estate, and Mackenzie Investments will be discussing the benefits of RDSPs, and how they can help equip you with the knowledge to make the most of RDSPs. 


Click here to register for this FREE information session. 

While thinking about your estate planning, an important aspect to consider is taxation.

While thinking about your estate planning, an important aspect to consider is taxation.

We would like to invite you to a free webinar hosted by Sun Life called “Estate and taxes: The essentials”.

Take control of your estate planning today! This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.

Webinar details:
Date: March 24, 2025
Time: 12:00pm ET
Duration: 45 minutes

Register now to save your spot!
Unable to attend but interested in learning more about forming strong saving habits to reach your goals? Reach out to me and let’s have a conversation.
You might live to 100. Do you have enough wealth to get there?

You might live to 100. Do you have enough wealth to get there?

You might live to 100. Do you have enough wealth to get there?
Simply Put: What is a TFSA?

Simply Put: What is a TFSA?

🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.

Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.

Still have TFSA questions? Contact me for help!

#TFSA #FinancialGoals
It’s a new year. What financial changes take effect in 2025?

It’s a new year. What financial changes take effect in 2025?

It’s a new year. What financial changes take effect in 2025?

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