For Canadian Pre-Retirees & Retirees (Ages 55–65) With $1M+ in RRSPs
Uncover How An Ontario Couple Reduced Their Lifetime Tax By An Estimated $640K On $1.6M In RRSPs
Free Guide Reveals: Why Structure Matters More Than Rate of Return After 55
+ Get Access To A FREE Video Which Uncovers When You Shouldn't Take CPP At 60
What You'll Discover Inside
1. The 3 forces quietly working against every Canadian with $1M+ in RRSPs — and why your advisor is only addressing one of them
2. How one Ontario client was on track to pay $2,050,000 in lifetime tax — and reduced it by an estimated $640,000 without changing a single investment.
3. The age 71 deadline that shifts control of your withdrawals from you to the government — and why the years before it matter more than you think.
4. Why your rate of return isn't the number that matters most in retirement.
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About Angelo Mantzios
Angelo Mantzios is the founder of THE Financial Strategies Group, specializing in Corporate & Private Wealth Strategy.
His tax focused approached to financial planning is what has brought his clients success for almost 20 years.
Unlike the industry's cookie-cutter approach, Angelo doesn't chase market returns or squabble over fees...
He understands one very important truth - The funds don't matter if the structure is flawed.
Angelo believes: "Porfolios managers are given parameters based on a client's risk tolerance.
If you are a 7/10 on the risk scale, every portfolio manager in the 7/10 space will usually return the same thing, up down 1-2%.
You won't see one guy way higher than everyone else, and if you do, it's not sustainable. It always levels off.
So how do you get ahead?
Proper structure.
That's the key everyone misses.
"Most people focus on saving pennies, while the dollars fly out the door."
Before decelerating your RSPs, you need to be aware of the following:
How to systematically reduce the tax liability, and turn it around in your favour.
Accelerate your net worth, rather than deplete it, while still keeping the lifestyle you are accustom to.
Avoid the massive 50% tax hit on death
Ensure you never run out of money, even in the event of unplanned scenarios.
Built on Proven Experience
Angelo began his career at Sunlife, where he built a reputation for high-quality workplace seminars that attracted serious clients with exceptional conversion rates.
His Background:
Years of experience in financial education and planning
Former top performer at Sunlife Financial
Focused exclusively on clients aged 55+ with $1M+ in RRSPs
Works with 20 carefully selected clients per year
Is This Assessment Right For You?
This resource is designed specifically for successful Canadians who:
Have $1 million or more in RRSPs
Are ages 55–65 and approaching or in retirement
Have a home that's mostly or fully paid off
Want to preserve wealth and create a lasting legacy for their family
Feel their current advisors focus on returns, not tax structure
Value strategic planning over aggressive sales tactics
This checklist is provided for educational purposes only and does not constitute financial, investment, legal, or tax advice. Tax laws are subject to change. Past performance is no guarantee of future results. Investment advisors are registered with Manulife Wealth Inc., a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.