Join our in-person Retirement Planning Masterclass and learn how to reduce taxes, make confident financial decisions, and protect everything you've worked hard to build.
Limited seating available. Reserve your spot today.
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— Hugo A.Luis has been a great source for strategies to manage my financial life. He takes the time to clearly communicate risks and is always available when I have questions.
I'm very pleased with my experience and look forward to continuing to work with him.
— Greg L.Randy and Luis helped us plan for retirement and understand the tax implications with clarity and confidence.
They educated us on opportunities and risks until we felt completely comfortable making decisions.
Trusted, knowledgeable, and great communicators.
Principal, Doney & Associates Wealth Management
Dallin has built a growing financial planning practice focused on simplifying complex financial decisions for his clients. He holds a degree in Business and has completed certifications in financial planning and tax strategy. Dallin specializes in retirement planning, tax-efficient strategies, and wealth accumulation. His performance has been recognized through strong client relationships and continued business growth. Dallin's approach is collaborative, structured, and focused on helping clients feel confident in their financial future.
Principal, Vermeeren & Associates
Randy has been with IG Wealth Management for several years, building a strong and trusted financial planning practice. He holds a degree in Business Administration and has earned industry-recognized certifications focused on investment and retirement planning. Randy specializes in retirement strategy and portfolio management, helping clients build and preserve long-term wealth. His performance has been recognized through consistent client growth and strong business results. Randy's approach is thoughtful, strategic, and focused on delivering clarity and confidence.
Financial Advisor, IG Wealth Management
Luis has been with IG Wealth Management since 2012, building a strong and growing financial planning practice. He holds a degree in Business Administration (Finance) from SAIT and carries both the CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) designations. Luis specializes in insurance, tax, and estate planning, helping clients protect and structure their wealth with clarity. His performance has been recognized through multiple Pillar Awards for new business achievement.
Financial Advisor, IG Wealth Management
Darcy has developed a strong financial planning practice through his commitment to helping clients make informed and confident decisions. He holds a degree in Finance and has earned certifications in wealth management and investment planning. Darcy specializes in portfolio construction and risk management, working closely with clients to align their investments with long-term goals. His achievements include consistent performance recognition and client retention. Darcy's approach is steady, analytical, and focused on building long-term financial success.
Retirement today looks very different than it did for previous generations.
People are living longer, markets can be unpredictable, and many Canadians are responsible for managing their own retirement savings.
Without a clear plan, it can be difficult to answer important questions like:
Our retirement workshops help bring clarity to these questions so you can move forward with confidence.
Planning to retire in the next 5–10 years
Recently retired and want to optimize your strategy
Unsure how taxes will impact your retirement income
This is an educational session designed to give you clarity — not a sales presentation.
This is not a sales presentation.
Our seminars are designed to be educational and informative, giving you practical insights into how retirement planning works in Canada.
You'll walk away with:
Limited Seats Available
Thank you for signing up. Check your email for a confirmation with all the event details.
