Location

Presenter: Ash Kotadia, B2B Trust (10am)

B2B Loan Program

Ash will be in to go through the process for setting up a B2B Bank RRSP Loan for your Clients. And go through any questions related to all the various Loans the B2B Bank

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Presenter: Rose Nguyen, BMO Investments (11am)

Join us for a session on Retirement: Transitioning a client from accumulation to income decumulation

What are some considerations?  Sources of Income?  Strategies that can be used during volatile markets!  Guaranteed Income – what does that look like?  Tools you can use to help your clients!