Event Phone: 226-884-5545
Do well by doing good: Retire with more impact, and less tax.
Imagine for a second what it would be like to be a hardcore environmental crusader, only to discover that 30% of your investment portfolio was invested in heavy-polluting oilsands projects? Or, what it would be like as a chronic saver to discover that 50% of your retirement savings are going to be eaten up by tax on your estate?
Those are just two of many cases we’ve worked on this year where we’ve helped a client realize that there was a major misalignment between their internal value system and their finances. We find that a few simple exercises can make all the difference in ensuring that you can have that nest egg you’ve been saving for, in a way that still lets you sleep at night.
Join us for a lunch and learn on April 5th from 12:00-1:30 and learn how to sleep better at night knowing your financial situation is secure, consistent with your values, and making an impact on the world in a way of which you can be proud.
Lunch will be provided
Location: BMO Ideas Bank (Boardroom located on the 2nd floor of Innovation Works). Lunch will be provided
- April 5, 2018
12:00 pm - 1:30 pm