Over the years, Dave and his team have presented numerous seminars on various financial planning topics. Some of these include:

• Basic Financial Planning
• RRIF Meltdown Strategies. how to get your RRIF money out tax-free
• RRSP Planning
• Charitable Giving At Our Church
• Creating Legacies
• Estate planning
• Finances and Religion
• Financial Planning As Related To Females

These have been given in public forums or in small intimate groups.

If you are interested in having one of our team come out and talk to your group, feel free to give us a call. We will be glad to work with you and set up a program topic of your choice. We do not charge for our services as this is one way we feel we can give back to our communities by educating them about various aspects of financial planning.