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    Free Retirement & Taxation Workshop

    A diverse group of adults attentively listening at a conference.

    TAX EFFICIENCY STRATEGIES FOR RETIREMENT March 31 & April 2, 2026 Nepean Sportsplex, Ottawa 6:30 - 8:00 PM

    Many retirees unknowingly pay more tax than necessary simply because they haven’t been shown all the options available to them.

     

    Our upcoming free educational workshop, Tax Efficiency Strategies for Retirement, will explore key concepts that can impact retirement income, taxes, and long-term financial confidence.  


    Discover what many people wish they had learned sooner.


    This is a strictly educational event. No financial products will be sold. 

    Reserve your free seat

    Are you paying more tax in retirement than necessary?

    Many retirees unintentionally trigger higher tax brackets, OAS clawbacks, or inefficient withdrawal strategies simply because they haven’t revisited their retirement income plan in recent years.

    Even small adjustments can significantly impact:


    • Lifetime tax paid
    • Retirement cash flow
    • Estate value transferred to beneficiaries


    This workshop will explain where unnecessary tax erosion commonly occurs  and what strategies may help reduce it.

    During this 90-minute educational workshop, we will cover:

     CPP Timing Strategy

    • Age 60 vs 65 vs 70 breakeven considerations
    • How timing impacts lifetime income


    Old Age Security (OAS) Clawback
    • When clawback begins
    • Strategies to manage taxable income levels


    Pension Income Splitting
    • When it applies
    • How it may lower household tax burden


    RRSP & RRIF Withdrawal Sequencing
    • The “RRSP meltdown” concept
    • Avoiding large tax exposure later in retirement


    TFSA & Capital Gains Planning
    • Shelter strategies
    • Tax deferral considerations


    Estate Tax Exposure
    • Understanding potential tax on your estate
    • Strategies that may reduce final tax burden

     After attending, you’ll better understand:


    • How retirement income is taxed
    • Tax differences between income sources
    • Strategies that may reduce tax burden
    • How taxes impact estate value 


       This 90 minute free workshop may be appropriate for individuals who:


     • Are age 55+
     • Are within 5–10 years of retirement or already retired
     • Have accumulated registered and non-registered assets
     • Want to better understand tax efficiency in retirement
     • Are concerned about preserving wealth for the next generation

    This Workshop is presented by

    Daren Givoque, CDFA Financial Advisor

    Erin Carter, CPA, CA, TEP Tax Specialist

    Daren Givoque, CDFA Financial Advisor

    O'Farrell Wealth & Estate Planning

    CI Assante Wealth Management Ltd.

    Cole Seabrook, Financial Advisor

    Erin Carter, CPA, CA, TEP Tax Specialist

    Daren Givoque, CDFA Financial Advisor

    O'Farrell Wealth & Estate Planning

    CI Assante Wealth Management Ltd.

    Erin Carter, CPA, CA, TEP Tax Specialist

    Erin Carter, CPA, CA, TEP Tax Specialist

    Erin Carter, CPA, CA, TEP Tax Specialist

    Erin M. Carter Professional Corporation

    Two Important Questions Many Retirees Ask:

    Will I have enough income to last through retirement?


    What taxes will my estate pay  and can they be reduced?


    This session is designed to help you better understand both.

    Reserve your seat today.

    Reserve your free seat

     CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance products and services are provided through Assante Estate and Insurance Services Inc. 

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