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Tax efficient Investing in Retirement

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UJA Federation-Greater Toronto

Room 7

4600 Bathurst St, North York

On M2R 3V2

Canada

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REGISTER NOW FOR FREE SEMINAR: https://goo.gl/jY14Da

Tax-saving strategies and innovative investment products can help boost income in retirement and keep more of what you make!

With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in building a healthy retirement income. 2018 is the most important tax planning year we’ve seen in a long time because of the Federal tax changes. Let’s examine tax efficient strategies of how different types of investments and savings vehicles are taxed and how it reflexes on your investment portfolio.

This and much more in our Seminar!


Seminar is FREE of charge and comitments!

Parking is complimentary.
Light refreshments will be served.


Seminar is sponsored by Fidelity Investments Canada U.L.C

Guest speaker:
Peter Bowen, CPA, CA
Vice-President
Tax and Retirement Research
Fidelity Investments Canada U.L.C.

Seminar host:
Monica Weissmann, CFP, CIM
Financial Advisor I Manulife Securities Incorporated
Life Insurance Advisor I Wealth Management by Monica Weissmann Inc.


REGISTER NOW FOR FREE SEMINAR: https://goo.gl/jY14Da

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Date and Time

Location

UJA Federation-Greater Toronto

Room 7

4600 Bathurst St, North York

On M2R 3V2

Canada

View Map

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