About this Event
Over wine and cheese, we’ll provide an update on the global stock markets in 2024, and discuss the principles of building an efficient stock portfolio with the wealth that you have accumulated and strategies to help you maximize your wealth and plan for retirement.
In addition, we’ll cover the three wealth planning considerations that Canadians should keep in mind:
1. How to build wealth and minimize taxes
2. How much do you need to retire.
3. Intergenerational wealth transfer: Tax and financial considerations when passing your wealth to the next generation
Tuesday, February 4th, 2025
5:45 p.m. – 7:45 p.m.
RBC Dominion Securities
181 Bay St., Suite 2200, Toronto, ON M5J 2T3
RSVP
Attendance is complimentary, but seating is limited. RSVP to Ryan at [email protected]
or 416-842-1120 by February 1st.
Event Venue & Nearby Stays
181 Bay St., 181 Bay Street, Toronto, Canada
