Events

This webinar addresses how to stay calm during fluctuations in market values. The discussion includes reviewing your priorities and goals and knowing your comfort with risk.

Language offered: English

Many Canadians are aware of how important managing their money is, especially in these turbulent times. A lot of people today struggle with debt and are having a hard time saving for the future. This WELLbinar focuses on understanding credit and savings essentials. It covers debt management and explores the age old question of whether buying or renting might be right for you. 

Language offered: English

This WELLbinar will focus on providing for your loved ones, the importance of beneficiary designations and passing on your estate in a tax-efficient manner.

Language offered: English

During this WELLbinar, we dive deep into retirement planning. The session focuses on exploring retirement wellness, sources of income in retirement, protecting your retirement savings, and protecting yourself and loved ones in retirement.

Language offered: English

What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join this WELLbinar and explore how to build wealth, manage risk and align your investment decisions with your specific priorities.

Language offered: English

Moving to a new country is an exciting opportunity, but also a great challenge. There’s a lot to learn and to adopt to. This presentation is designed to provide you with high level essentials relevant to living in Canada. Join this WELLbinar to find out more about 4 key areas: banking and credit, budgeting and debt management, yaxation and investment products, and financial protection.

Language offered: English

Whether you are just starting out or thinking about retirement, learn how to build a financial roadmap, including ways to minimize taxes.

Language offered: English

Money may not buy happiness, but your relationship with it can affect your health. Join us to explore the connection.

Language offered: English

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex. Join us as we discuss potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

Language offered: English

This WELLbinar will focus on the five steps to boost your financial health. Topics include assessing your current situation, creating goals, making a budget, acting on your plan and keeping your finances healthy.

Language offered: English

Ever wondered what retirement is really like? Join this panel discussion as we walk through some of the top questions, concerns, and surprises that retirement can bring. Focusing on more than just the financial aspects of retirement, this WELLbinar will also look at physical and mental components of retirement.

Language offered: English