10th Annual Financial Health Seminar: It's About Dollars and Sense
Join us to learn more about current market conditions and the economic outlook in Canada and beyond from our Senior Investment Strategist, Mona Mahajan.
David West, Managing Lawyer at West Legal, will explore some of the basic components of an effective estate plan and provide you with some points to
consider in creating or modifying your own estate plan.
The definition of retirement is changing. Canadians are living longer, and retirement today is very different than that of previous generations. The costs and challenges of sustaining retirement income are evolving as well, with 60% of Canadians planning to work in some capacity during retirement.
Our senior strategist, Julie Petrera will discuss the evolution of retirement income sources, declining pension coverage, and key considerations when deciding when to begin collecting Canada Pension Plan (CPP) and Old Age Security (OAS) payments, and considerations on participation in the new CPP Post Retirement Benefit (PRB) program for Canadians who continue working while collecting a CPP retirement pension.
When
Nov. 20, 2025