Webinar: Securing Your Future - Retirement and Legacy Planning
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Date: Wednesday, August 6, 2025
Time: 12:00 PM - 1:00 PM ET
Cost: Free for CCLPs, CITT students and affiliate members | $75 + tax for non-members
Securing Your Future: Retirement and Legacy Planning is a must-attend session for mid-to-late-career professionals who are serious about taking control of their financial future. This informative event will guide you through the key components of building a sustainable retirement income plan, with a focus on tax-efficient strategies for withdrawing from registered accounts. You’ll also learn how to prepare for the unexpected—such as healthcare and long-term care expenses—and gain a clear understanding of essential estate planning tools like wills, trusts, and powers of attorney.
Finally, discover smart strategies to minimize taxes on wealth transfer, ensuring your legacy is protected for generations to come. Whether you're nearing retirement or simply planning ahead, this session will empower you with the knowledge to retire confidently and leave a lasting impact.
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About the presenter:
Timothy Szeto
Executive Financial Consultant and Division Manager, Toronto Central and Richmond Hill
IG Wealth Management
Timothy Szeto is an Executive Financial Consultant and Division Manager of the Toronto Central and Toronto Richmond Hill offices of IG Wealth Management, one of Canada’s largest and most established financial planning firms. Timothy’s offices more than $2 Billion of assets belonging to professionals, business owners, and successful retirees.
Timothy received his undergraduate degree in Systems Design Engineering from the University of Waterloo with top honours, minoring in Economics, and optioning in Biomechanics and Management Sciences. After graduation, he worked with Sunnybrook Hospital as a Research Engineer and published a medical paper entitled, “The X-ray light valve: a Potentially Low-Cost, Digital Radiographic Imaging System – a Liquid Crystal Cell Design for Chest Radiography”. Later, Timothy found an opportunity with IG Wealth Management, where he has been for over 16 years. During this time, Timothy pursued an MBA through Dalhousie University, specializing in Financial Services, and graduated as the top student.
Today, Timothy continues to excel in the Financial Services industry and has consistently ranked among the top advisors within his company. Together with his team of two associates, Timothy’s unique value proposition is his ability to create a truly holistic financial plan with a particular emphasis on personal and corporate tax planning.