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Canadian Benefits 102

Retirement and Savings Plans

WebEx Webinar

October 10, 2018 
10 – 11 AM PST

Presenter: Judith Mewhort BBA, CFP, CLU - Montridge Partner

Foreign-based corporations with Canadian employees frequently have challenges in understanding Canadian employer-sponsored retirement and savings plans.

What types of benefits are available?  What does all the terminology mean? Which plan makes the most sense for our firm?

This 1-hour webinar will give an overview of:

  • Canada’s saving and investing landscape
  • Summary of government-sponsored plans
  • Retirement savings structures
  • Other savings plans
  • Best practices re: which plan type is the best fit? 

This course is a follow-up to our popular Canadian Benefits 101 webinar.

Contact Shelley Lai, shelley@montridge.com or 682-1603, Ext. 224 if you have any questions about this webinar.