WHEN: Thursday, February 28, 2019 at 7:00 PM
WHERE: Brown’s Line Church Hall – 739 Brown’s Line, Toronto

 

Making sense of RRSPs, RRIFs, and TFSAs.

An effective way to build wealth is through the use of tax minimization strategies. RRSPs, RRIFs and TFSAs are commonly used. However, there are many unknown strategies related to these plans. At the end of this presentation, you will have learned about some of these strategies and other tax minimization tips related to the use of these plans. Invitations are extended to members, their families, and friends wanting to learn more about tax efficient investing.

 

Featured Speaker

Wilmot George, CFP, TEP, CLU, CHS
Vice President, Tax, Retirement, and Estate Planning for CI Investments

Throughout his career, Wilmot has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis and has completed numerous courses related to taxation, securities and mutual fund investing, insurance, and estate planning.

Since 2001, Wilmot has spent his time guiding financial advisors on tax and estate planning matters through presentations, one-on-one consulting, bulletin writing, and marketing communications, and has been seen and heard in various financial forums, including The Globe and Mail, The National Post, Advisor.ca, and Investment Executive.

Bring your questions and a friend!

 

Presentation Slides

Missed out? No problem, review the presentation slides below:

RRSPs, RRIFs, and TFSAs: A Look Beneath the Surface