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Retirement Planning

Is your retirement funded beyond your business? Government benefits aren't enough. Learn proactive strategies using TFSAs, RRSPs, corporate tools, and smart investments.

Are you confident that your business equity and retained earnings will translate into the retirement lifestyle you envision?

Retirement planning works differently when you run your own business. Programs like CPP and OAS provide a helpful safety net, but they are only a starting point. Relying solely on standard savings accounts or banking on an eventual business sale can leave major gaps in your long-term security.

Presented by a Certified Financial Planner (CFP®), this practical workshop focuses on wealth management and lifestyle financial planning for entrepreneurs. You will discover how to turn your business value into dependable personal income while learning the right questions to bring to your CPA and wealth advisory team.

What You’ll Learn

• Practical frameworks for determining how much personal wealth you need to retire comfortably, balancing reinvestment in operations with personal asset accumulation.
• How corporate investment portfolios, Individual Pension Plans (IPPs), TFSAs, and RRSPs fit alongside retained earnings in a balanced retirement roadmap.
• How your compensation choices (salary vs. dividends) directly influence your CPP entitlement, strategies for pension sharing, and timing your government benefits.
• Key concepts to consider when looking toward a future business sale, family succession, or gradual wind-down from a financial planning perspective.
• How to articulate your personal lifestyle goals so your corporate accountant and legal counsel can design the optimal corporate tax and legal structures for you.

Why Attend

As a founder, your capital and time are heavily invested in running your company. Shifting from growing a business to drawing predictable, sustainable retirement income requires deliberate coordination. This session demystifies the financial planning side of business ownership, giving you clear questions and concrete benchmarks to take directly to your accountant and advisors with confidence.

About the Speaker

Kavan Kamboz, BBA, CIM®, CFP®, FCSI® | Associate Wealth Advisor |Associate Portfolio Manager

Kavan is dedicated to helping you achieve your financial goals with personalized guidance and service. With the Julé Bespoke Wealth Advisory Group since 2017, his qualifications—including a Finance Degree, Certificate in Economics, CIM®, CFP®, FCSI® designations, and insurance license - ensure you receive comprehensive wealth management tailored to your needs. You benefit from Kavan’s role as Associate Portfolio Manager and Associate Wealth Advisor, where he provides proactive investment strategies, daily market insights, and attentive client reviews to support your financial success.

Kavan is passionate about giving back, currently volunteering with JA Canada to deliver financial literacy courses to elementary students. He actively supports Canadian Blood Services, CIBC Run for the Cure, and the Sikh Temple.

In his personal life Kavan enjoys spending quality time with his wife Gurpreet and values close relationships with family and friends, embracing new experiences through travel, outdoor activities, and staying active. His passion for travel has led him to visit 20 countries, enriching his perspective and appreciation for different cultures.

Part of RPL's commitment to supporting financial literacy and economic development in Regina. If you have any questions about our Business, Personal Finance or Careers programs, please contact Tim at 306-777-6013 or txie@reginalibrary.ca  

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