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Webinars

Keep more of your Assets: Your guide to a tax efficient retirement income

April 10, 2026

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Stop wondering if you’re overpaying the CRA.

Discover the 3-part strategic roadmap to protecting your wealth, maximizing your cash flow, and securing the freedom you’ve worked a lifetime to achieve.

Video 1: The Foundation of Freedom

We break down the common tax traps that catch even the most diligent savers. Learn how to shift your mindset from "accumulation" to "efficient distribution."

Video 2: The Income Optimizer

A deep dive into the "Guide to Tax-Efficient Retirement Income." We explore the specific vehicles and withdrawal sequences that keep more money in your pocket and less in the government’s.

Video 3: Your Roadmap to the Future

How to stress-test your plan against inflation and changing tax laws so you can stop worrying about the "what-ifs" and start enjoying your Freedom.

Speakers

Grace Cook
Administrative Assistant
Brandt Butt
Portfolio Manager & Investment Advisor, iA Private Wealth

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