Upcoming Events

Interested in attending a webinar, digital or in person event, or even staying up to date with community involvement? Check back on this page to keep in the know with timely posts and updates.

Invest like the best

2025-05-07T23:00:00 - 2025-05-08T00:00:00

Invest like the best

We will discuss:

• The risk you face today and in retirement

• Popular strategies to help minimize risk

• How we can hekp

Managing your savings

2025-06-04T23:00:00 - 2025-06-05T00:00:00

Managing your savings

We will discuss:

• Where are you now?

• Where do you want to be?

• How will you get there?

Living your retirement plan

2025-08-06T23:00:00 - 2025-08-07T00:00:00

Living your retirement plan

We will discuss:

• What retirement looks like today

• What does retirement mean to you?

• Sources of income at retirement

• Next steps: protect your retirement savings and prepare your legacy

Planning your legacy

2025-09-03T23:00:00 - 2025-09-04T00:00:00

Planning your legacy

We will discuss:

• The ugly side of wealth transfers

• 3-steps to family harmony

• Communicate your legacy plan

Understanding credit & debt

2025-10-01T23:00:00 - 2025-10-02T00:00:00

Understanding credit & debt

We will discuss:

• Debt overview

• The cost of borrowing

• Rating your financial health

• Ways to manage your debt

• Tools and resources

Your health & your wealth

2025-11-06T00:00:00

Your health & your wealth

We will discuss:

• What is integrated health?

• Our physical and mental health

• Financial health

• Tools and resources

Building a resilient retirement paycheque

2025-12-04T00:00:00

Building a resilient retirement paycheque

Consider:

What needs, wants and dreams make up your retirement vision?

What activities will you want to enjoy?

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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