Webinar: Tax-Smart Income for Downsizers

Oct 17, 2023, 12pm Pacific

With special guest, Peter Bowen, Vice-President, Tax and Retirement Research for Fidelity Investments Canada.

For many Canadians, their home is their biggest source of wealth, and downsizing the home often becomes part of their retirement strategy. But after the sale, you’re left with a large lump sum of cash, and you need to turn that lump sum into monthly income, hopefully while incurring as little taxation as possible.

At Navarro Financial Group, we have developed a specialization in exactly this scenario, and we have a particular set of lesser-known investment tools that we employ. And we have partnered with Fidelity Investments to present a free webinar on how we do this. Fidelity will be providing Peter Bowen, their Vice-President of Tax and Retirement Research, to give expert advice on these tools.