Event List & Info

We believe that financial wellness is a personal journey.

Our seminars and events are all geared towards helping people and families feel inspired about their future, especially financially.

The best time to plant a tree was 20 years ago. The second best time is now. It’s never too late to learn and it’s never too late to start the conversation. Visit our calendar of events for details.

Please click the buttons below to view a list of events.

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Employees of DOFASCO’s Pension Workshops

DOFASCO Fund/Pension Workshops

We offer employees of DOFASCO a workshop on the intricacies of their unique pension program. Over 10-years thousands of Dofasco employees have received practical and valuable information to assist them with retirement planning.  Our DOFASCO workshops are run quarterly and scheduled to accommodate all work schedules. 

Our presenter is a DOFASCO Specialist and Retirement Specialists, and is thoroughly familiar with the complexities of the Dofasco pension system, the Fund, Fund 2, SRIP, DCPP, DPSP, MVA and Retirement Allowance. 

Who should attend? 

This 90-minute workshop was developed for those planning to retire from Dofasco who want to understand their pension and their options.  Attendees leave equipped to make informed decisions that will help them to enjoy a remarkable retirement.


  • Expert advice on a remarkable retirement from ArcelorMittal Dofasco
  • Introducing NEW Solutions for Fund Members
  • Income and Tax Strategies

Visit our calendar and attend one of our FREE DOFASCO Retirement Seminars or call for a private appointment with a DOFASCO Fund Specialist.

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Family Estate Planning Seminars

Family Estate Planning Workshops

Our 60-minute seminars are for families looking to preserve and protect their retirement plan and their estate.  We will walk you through the risks, common mistakes people make, and a process on how to make sure you have a safety net to protect your estate for your family.

Estate Planning Seminar Topics include:

  • Introducing Estate Planning
  • How to keep the family cottage in the family
  • Risks facing your retirement plan and your estate
  • Getting the most from your GIC now, and in the future
  • And more…

Visit our calendar for upcoming seminars.  Visit our calendar to attend one of our FREE Seminars, or call for a private appointment with a Family Wealth Advisor.

Our guest speakers are tax and estate planning experts.  Join us for a 1-hour long lunch & learn. It could be the most valuable hour you have ever spent.

Who should attend? 

Workshops are developed for families who want an understanding of estate planning options, and want to be equipped to make the choices needed for themselves and loved ones.

Presentation (e.g. Introducing Estate Planning)

  • Estate Planning objectives
  • Estate liabilities & strategies to mitigate risks
  • Role of an Executor
  • Next steps and establishing a review process

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Estate Planning Review/Implementation may require additional input from a legal advisor, accountant and/or other tax professional.

Group Travel Sessions

Group/Family Travel Adventures

In 2016 we launched our Group Travel, our first offering under the Retirement Lifestyle Services Program. Our goal is to become a one-stop shop for the needs of our clients with respect to Retirement Lifestyle Services. Our clients ranked this service high on their priority list – and we listened!

Our Travel Consultant specializes in offering Group Travel/Tours.  We partnered with Expedia® CruiseShipCenters®, the number one brand in travel.  Our clients now have access to leading-edge group travel packages, excursions and land vacations, and the best in selection, group pricing/discounts, and perks.

Interested in traveling with your children and grandchildren?  Multigenerational travel is a growing trend and a wonderful way to share an adventure that will be a lasting memory, and leave a legacy.

Visit our calendar and attend one of our FREE Seminars on upcoming group trips and other travel-related topics, or call for a private appointment with our Travel Consultant.

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