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Thursday Jan 25, 2024 | 12:00 pm EST
As we approach the RRSP contribution deadline, advisors are prompted to work closely with clients to better understand their unique needs and circumstances.
The outcome? Strategic financial plans that transform aspirations into reality.
Hear from industry experts, Jacqueline Power, Assistant Vice President, Tax & Estate Planning, Mackenzie Investments, and Joshua Wong, Investment Sales Manager, HSBC Global Asset Management, who will discuss the features and benefits of RRSPs, how to strategically explore financial goals and innovative methods that best serve new and existing clients.
Our free webinar, ‘Catalyzing Success: Guiding Clients During RRSP Season & Beyond’, takes place on Thursday, January 25, 2024, from 12 to 1 pm EST.
Jacqueline Power
Assistant Vice President, Tax & Estate Planning, Mackenzie Investments
Joshua Wong
Investment Sales Manager, HSBC Global Asset Management
