Your Guide to A Tax-Efficient Retirement Income

Retirement shouldn’t feel like an ongoing tug‑of‑war with the CRA.

In this 45 minute session, advisors Brandt Butt and Jai Gandhi walk you through the same playbook we use every day with clients who want to keep more of what they’ve earned.

What you’ll Learn:

• Tame the RRSP “tax bomb.” Use a measured RRSP‑to‑TFSA drawdown to shrink your future estate bill.
• CPP & OAS timing done right. See how a few months’ difference can trim clawbacks or raise your payout by 40 %+.
• Defined‑Benefit vs. Commuted Value. Keep the cheque or take the lump sum? We model it so the answer is obvious.
• Permanent life insurance as a tool not a pitch to wash away capital‑gains tax on the cottage.
• Portfolio design you can live with. Balance growth with a sleep‑at‑night factor that’s real, not theoretical.

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Get a clear action list you can discuss with family and the confidence that every dollar is working in the right place.

Ready to see it applied to your numbers? Watch now, then hit “Book Your introductory Call.” We’ll map the strategy to your plan no pressure, no jargon.

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