Insights

The years leading up to retirement can be the most important. It's the time to shield your investments while maximizing returns. Beyond your financial assets, planning also needs to consider all your income sources, taxation, life insurance changes, estate planning and setting the best course for the final run.

Each of us have different lifestyle expectations when we retire so it's critical that your financial plan align. Laura chats with three retired professionals to explore their lifestyle choices and how they achieved them through retirement planning.

A vital component of a complete retirement plan, understanding estate planning will put you at ease with what happens to your assets after you die and how to assure you control it. This session will explain industry standard considerations and how they impact your plan. 

In this session we delve into the 'what if' scenarios. If you want full control of your estate and what happens to your assets after your death it's critical to not only understand your options but have all the questions answered for your particular situation.

Join Laura Chanin and Jonathan Lo, AGF Investment Managers, for a discussion on their 2025 economic outlook, covering key factors such as interest rates, inflation, and the impact of the US election.

TD Asset Management joins Laura and shares how their dividend strategy is protecting capital and positioning for future growth as well as what we can expect for 2025.