• For mid- to late-career professionals planning for retirement and beyond.
• Creating a sustainable retirement income plan
• Tax-efficient withdrawal strategies from registered accounts
• Preparing for unexpected healthcare and long-term care costs
• Estate planning essentials: wills, trusts, and powers of attorney
• Strategies for minimizing taxes on wealth transfer

SPEAKER'S BIO:

Timothy Szeto is a Certified Financial Planner (CFP) 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 manage approximately $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.