Latest news

Financial planning for seniors: what every good plan should include

Thursday, March 22, 2018 at 10:00 AM

Written by Dave Lee
March 15, 2018

There’s more to financial planning than choosing smart, low cost investments.

In this session Dave will be discussing the following issues in the context of those who are near or already in retirement:

  • Budgeting for health care expenses
  • When to start government pensions
  • How to avoid OAS claw back
  • How many years to plan for
  • Helping children and grandchildren
  • Incapacity planning
  • Minimizing tax on RRIFs
  • Dealing with “complicated” family situations


  • Dave Lee, Senior Wealth Advisor, Scotia Wealth Management

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
  • Get Directions
  • Please be sure to RSVP as seating is limited