Join us for an exclusive event

A retirement less ordinary
Plan to live the life you love

Your retirement is a new beginning!
What are you planning to do with this opportunity?

Retirement can be whatever you want it to be—more family time, adventurous vacations or a new career. Whether you’ve already retired or you’re making plans to retire in the next few years, our experts will share strategies to help you bring your retirement dreams to life.
 
You’ll have the opportunity to engage in an open discussion with our experts and get answers to some important questions you may have about your own financial future.

We're looking forward to seeing you!

Key themes we'll discuss:
Setting the Stage
  • Determining the cost of your retirement lifestyle
  • Managing your investments in retirement
Taking the Leap
  • Turning your savings into retirement income
  • Optimizing your tax strategy
Living Your Dream
  • Passing on your wealth to the next generation
  • Understanding the importance of Wills, Power of Attorney, and Trusts

The event will include a video presentation featuring:

Jamie Golombek

Managing Director, Tax & Estate Planning

 

Lana Robinson

Executive Director, Wealth Strategy


 

Kathleen Woodard

Senior Vice-President, Personal & Small Business Banking