Save the date – Zavitz Insurance is celebrating their 30th anniversary and will holding an open house to commemorate the occasion.

Join our panel of industry professionals as we discuss some of the investing traps that you may encounter and some tips to overcome them. This panel is designed to be informal and collaborative, encouraging discussion and questions throughout. Our panel…

Don’t miss out on this exciting  seminar for those of you with HR roles. Come meet Barbara Martinez from Great-West Life for an in-depth look at the rising cost of prescription drugs. Topics will include: Overview of drug benefits Patent…

Understanding what your financial advisors are talking about   As a medical professional at the beginning of your career, you are inundated with financial information that you do not always understand and perhaps find overwhelming. This seminar series is designed…

Trusts are one of the most versatile planning tools available to Canadians. They can help with: Keeping control of your assets, even after death Deferring taxes when transferring wealth to the next generation Saving taxes by income splitting Protecting assets from…

Don’t miss out on this exciting presentation. Craig Alexander, Senior Vice President and Chief Economist for TD Bank Financial Group, will be presenting his thoughts on where the economy is headed and what opportunities lie ahead both here in Canada…

Don’t miss out on this exciting seminar for those of you with HR roles. Come and meet John Thompson of HRdownloads and learn about one of Canada’s leading on-line providers of human resources knowledge and documentation. John has over 30…

There are various sources of retirement income…let’s call them buckets. A popular approach to retirement income planning, is to have multiple buckets of income to draw from, such as an RRSP (RRIF), TFSA, annuity, corporate investments, personal savings, etc. There…

This seminar series is aimed at professionals and spouses of professionals with limited financial knowledge but a desire to learn. Our goal is to help you understand “advisor-speak” and why financial advisors make the recommendations they do. On completion of the…

The financial crisis has created the need for investors to think differently about building their portfolios. Despite the uncertain financial environment, new strategies are now available to help investors achieve their objectives and maximize their after tax returns.  Michael Cooke,…