About this Event
About this event
Welcome to the Future Proof Your Retirement Planning Workshop!
This workshop is designed to be suitable for anyone in Canada who finds themself clueless on how to properly plan for retirement and no just contributing to RRSP is not enough. Join us for an informative session where you'll learn properly planning for the retirement including how much to save. We understand it's overwhelming to think about something that is in the distant future but 'Failing to plan is planning to fail'. This workshop will provide you with the tools and knowledge you need to take control of your retirement planning.
Why Attend This Workshop?
At Authentic we believe that everyone should be better equipped with a sound understanding of financial tools and best practices. We often find hard working individuals struggling to make sense of the complex financial jargon and settling for suboptimal financial solutions. This is even more challenging when you can't translate your current actions impact on your future.
What Value Can You Expect to Get?
- Understanding The Retirement Landscape & Estate Planning Basics
- Role of OAS, CPP, RRSP, TFSA & Other Investments
- Calculating Your Ideal Retirement Total & Monthly Investments
- Q&A Session for Your Unique Circumstances & Networking Opportunity
Come ready to ask questions, engage with fellow participants, and leave feeling empowered to make smart financial decisions. See you there!
Meet Your Host
Duncan Webster, CFA is a financial services industry veteran, known for his expertise in investment strategy and advice. His experience spans a wide array of client mandates and objectives, serving private clients, endowments, pension plans, liability-driven insurance investors, and corporate treasuries. Duncan has honed his skills at both major global firms and smaller enterprises across multiple countries, taking on roles as employee, external advisor, start-up founder, owner, and board member of regulated entities.
Prior to founding Authentic in 2014, Duncan was the Chief Investment Officer & Head, and a Board Member of CIBC Global Asset Management & CIBC Private Investment Counsel. Previously, he was the Co-Head of PIMCO Canada, and Team Head of Portfolio Strategy & Capital Markets at Allianz Investment Management.
About Authentic Asset Management Inc.
Authentic Asset Management Inc. is a Canadian financial services firm established in Toronto in 2014. It is independently owned and operated and regulated as a Portfolio Manager in various Canadian provinces including Ontario, Quebec, British Columbia, Alberta, & New Brunswick.
Event Venue & Nearby Stays
208 Queens Quay W, 208 Queens Quay West, Toronto, Canada
CAD 58.00
