Mackenzie Investments: Retirement Income Tax Strategies

This presentation touches on the sources of income an investor may have available to them at retirement. It discusses the basics of OAS and OAS claw back, and discusses CPP and taking it early vs. later than normal retirement age. This presentation also discusses the various account types that can be drawn on at retirement and which are most tax efficient.

Please use the form below or contact us today to RSVP. We look forward to seeing you!

Where

ST. James Gate

200 Summerhill Row Fredericton, NB E3G 0C4

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When

Nov. 18, 2025

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This seminar is informational only.