About this Event
Do you have a financial plan? Are you confident that your financial plan is on track? Do you feel like you could be doing more? Many Canadians unknowingly leave money on the table through poor tax planning, inefficient savings strategies, or lack of protection for their loved ones.
In this financial education session, you’ll learn:
✅ The 3 biggest financial mistakes Canadians make, and how to avoid them
✅ How to grow wealth while protecting against market downturns
✅ Tax-efficient ways to transfer wealth to your children
✅ The truth about life insurance, retirement funds, and building a lasting legacy
This is the perfect chance to gain practical knowledge you can apply immediately to your financial situation.
👤 Who should attend?
- New Canadians looking to understand the financial system
- Professionals & business owners planning for retirement
- Parents who want to secure their family’s future
- Anyone curious about tax-efficient wealth strategies
🎁 Bonus: Every attendee will receive a complimentary “Financial Check-Up Checklist” , a free copy of my latest e-book "Navigating Canada's Financial System" and the option to book a 1-on-1 strategy session (no obligation).
Event Venue & Nearby Stays
6 Antares Dr unit 7, 6 Antares Drive, Ottawa, Canada
CAD 0.00
