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Retire comfortably. Optimize your RIF transition.
Many Canadians may lose up to 50% of their RRSP and RIF savings to unnecessary taxes. We help you build a custom RIF strategy to maximize your income and protect your legacy. As a fiduciary, we put your interests ahead of our own, a standard many are not required to meet.
If you are in the Montreal area with over $250k saved for retirement don't miss our upcoming sessions. Join us and receive a free $100 gift card to 40 Westt Steakhouse!
What You Will Learn
Replacing expensive Mutual Funds
Why your bank's mutual funds might not be the best investments for you.
Tax minimization strategies
From dividend income to interest and RIF withdrawals, it all adds up. Learn how to withdraw efficiently.
Benefits of a Portfolio Manager vs "financial advisor"
From investment opportunities to Fiduciary responsibility, learn the advantages.
Generating income with Real Estate
In an era of lower interest rates. Learn how our clients earn income from real estate within their registered accounts.
RSP/RIF withdrawal strategies
Planning ahead can have a monumental impact. Learn how to avoid losing up to 50% of your RSPs to income tax.
Planning for OAS & QPP
Draw at 60 and invest? Wait until 70? We'll walk you through it.
Common retiree mistakes
Tips and tricks we've learned over the last 15 years to help you maximize your net worth in a tax efficient way.
and MORE!
Who Should Attend
Individuals approaching or at retirement
Our sessions are most suitable for those 50 and over, with many attendees finding value in their 60s and 70s.
Those investing through a bank branch
Don't settle for mediocre service and a limited product shelf.
Anyone looking for tax minimization strategies
Lowering your tax burden is one of the best ways to increase your net worth.
If you're only invested in Mutual Funds
Let us show you what's out there, our reach goes far past mutual funds.
Families looking to secure their financial future
Affluent families across Canada entrust us to manage their financial affairs, often over several generations.
Anyone interested in wealth management and retirement planning through a Fiduciary
Working with someone who has your best interests can make all the difference.
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.
