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Planning Strategies Group provides seminars in the following areas:

Financial planning process
Concentrating specifically on the budgeting process, establishing a net worth statement and how to improve it

Investment alternatives
Explaining the options available for RRSP's, RRIF's, annuities, pension rollovers and how to maximize your returns while maintaining a low-risk profile. Analyzing the different products available through various banks trust companies, insurance companies and mutual fund companies

Tax planning for the individual and business owners

Utilizing the various types of products and concepts, available through mutual fund companies and insurance companies. ExaIi1ining the tax ramifications of severance packages

Retirement Planning -A "Plus 50" seminar

Designed for those individuals wanting to make the most of their "Retirement Years". Topics include investment choices available, understanding RRSP's, RRIF's and annuities, as well as pension maximization techniques

Wills and estate planning

As it applies to individuals and business owners. Understanding trusts and other income splitting options

Leverage Seminars

Each year, more and more Canadians are taking advantage of a simple, yet powerful, wealth-creation strategy - investment leverage. For those unfamiliar with investment leverage, this strategy may sound a bit intimidating but it's actually quite simple.  Our seminar explains, in easy to understand language, what investment leverage is and how it works.

Other seminars can be specifically structured for corporations and associations as needed.  Contact us for more information!