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Innovative Group Savings Plans (RRSPs & TFSAs) with Justwealth

October 7 @ 3:00 pm - 4:00 pm EDT

Innovative Group Savings Plans (Group RRSPs & TFSAs)

Join Justwealth and Cowan Group on a discussion for when and why later stage ventures should invest into group saving plans. Learn what these TFSA and RRSP plans typically comprise of, as well as, Justwealth’s new innovative and low-cost digital approach!

About Cowan Group:

Cowan Group is a Canadian leader in group plan administration. Paul Webber, Director & Principal Consultant for Group Retirement will join this call to discuss what group savings plans comprise of and when companies should consider them for their employees.

About Justwealth:

Justwealth is a leading independent Canadian robo-advisor and a successful RIC Incubator graduate company. On this call, Richard Burton-Williams, Head of Justwealth Institutional will discuss their innovative and low-cost, digital approach to group savings plans.

Richard’s background in investment banking and consulting includes 15 years of advisory, client-service, finance, strategy and deal-making experience within Canada, the U.S. and internationally. Richard holds a Masters of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Commerce from McGill University, both with a concentration in Finance.

Details

Date:
October 7
Time:
3:00 pm - 4:00 pm EDT
Event Category: