About this event

For many high performing individuals, they have invested significant time, energy, and resources into building a successful career. But often, their personal vision and goals are not given the same attention leading to costly mistakes.

We will share the 4 big financial problems that many high performing Canadians have that keep them from living the life they want and how to solve.

• Poor Planning – How to build a plan to live the life you want by aligning your values, vision, and milestones with the 6 critical aspects of your financial life
• Inefficient Portfolios – The challenges with the outdated approach to personal finances and how pension funds and high net worth individuals have solved decades ago
• Limited Tax Minimization – With tax being the largest expense for most people, explore the importance and value of tax optimizing your financial life
• Missing Advice – The costly mistakes that impact financial futures, the importance of qualified advice, the value of teamwork, and the impact on your future

About this event

More details to come