OBA PROGRAM | Original Program Date: October 30, 2020

As Canadians progress through life, their financial goals, needs and resources typically change. Should I invest or pay off my mortgage? Should I put my money in a TFSA or an RRSP? Will my portfolio withstand volatile markets? How much should I withdraw in retirement? And how can I make sure my money lasts? The answers to these questions depends on each individual and their unique situation. There is no one right answer. That’s why it’s important to have a roadmap to guide your financial decisions.

In this seminar, Amardeep Sidhu of Lawyers Financial will show you why it pays to put your plan in writing—and how to take the first step.

PROGRAM SPEAKERS

Amardeep Sidhu, Lawyers Financial
Michael Holmes, Lawyers Financial