DETAILS
How much is “enough” to retire comfortably in Canada?
It’s one of the most common and most misunderstood questions Canadian investors ask.
Join us for this webinar hosted by Phil Briggs, Senior Wealth Advisor, Portfolio Manager, and Joel Barwick, Wealth Advisor, Investment Advisor, designed for Canadians with growing wealth who want more clarity, confidence, and structure around their retirement plan.
In this session, you’ll learn how to think about retirement savings in a practical, realistic way covering Canadian taxes, benefits, and account structures so you can make informed decisions with confidence.
What we’ll cover
- How to estimate your retirement income needs based on spending, not guesswork
- How CPP and OAS fit into your overall retirement plan
- The role of RRSPs, TFSAs, and non-registered accounts in generating retirement income
- Why common savings “rules” often mislead Canadian investors
- How to assess whether your current savings and investment strategy are on track
Who this webinar is for
- Canadian professionals and executives with growing savings
- Business owners and incorporated professionals
- Investors who feel “on track” but want a second opinion
- Anyone seeking a more personalized, planning-led approach to retirement
Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by the Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
Financial planning and insurance products are offered by PWL Advisors Inc., and are regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.