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The Session
In the Ottawa area with over $250k saved for retirement?
Join us for a Wealth & Retirement session and receive a FREE $100 gift card to Al's Steakhouse.
What You Will Learn
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Replacing expensive Mutual Funds.
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Tax minimization strategies.
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Benefits of a Portfolio Manager vs "financial advisor".
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Generating income with Real Estate
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RSP/RIF withdrawal strategies
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Planning for OAS & CPP.
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Common retiree mistakes.
and MORE!
Who Should Attend
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Individuals approaching or at retirement.
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Those investing through a bank branch
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Anyone looking for tax minimization strategies.
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If you're only invested in Mutual Funds.
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Families looking to plan their financial future.
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Anyone interested in wealth management and retirement planning through a Fiduciary.
Your Host
For over fifteen years, Bruno has helped affluent families in Montreal and Ottawa grow their net-worth with his knowledge and industry experience as a Senior Investment Advisor.
As a registered Portfolio Manager and Chartered Investment Manager he specializes in creating tailored, highly tax-efficient portfolios, with the capability of offering discretionary management.
Bruno attributes his success to his work ethic and passion towards building lasting business relationships.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
