IMA has assembled teams of highly qualified professionals throughout Atlantic Canada to deliver our Life Planning and Pre-Retirement Seminars.

Employee Pension
Our specialists are experts in the field of pension benefits and legislation. They work exclusively in the field of pension benefits.

Financial Planning
Our Financial Planning team members are all certified financial planners who provide trusted financial advice, exceptional service and comprehensive solutions to help their clients meet their specific goals.

Taxation
Experts in taxation lead the module on advising participants of the many changes that occur in taxation responsibilities, once a person is retired. They have a vast knowledge of taxation legislation and many years of experience in presenting modules on taxation.

Canada Pension/Old Age Security
Experts with many years experience in CPP/OAS legislation and delivering public presentations will educate participants on the benefits available under both plans.

Psychological Aspects of Retirement
Our psychological experts include both registered psychologists and lifestyle specialists, who through professional and life experiences have become knowledgeable in the area of retirement psychology.

Estate Planning
Our highly qualified team of lawyers practice law throughout the Atlantic. The have delivered countless seminars to pre-retirees on wills, estate planning and powers of attorney. Their strength is their ability to deliver complex legal information in layman’s terms.

Wellness
Nutrition: Our team of professional dietitians regularly present nutritional sessions on healthy eating habits to both pre-retirees and retirees.
Fitness: Our Personal Trainers and Group Fitness Instructors are experienced in developing programs for individual clients, group sessions, and corporate clients based on the ages and physical fitness levels of their clients.

Optional Planning Consultation
Participants are entitled to an optional private consultation after the seminar with various speakers representing the financial and legal fields. The purpose of these consultations is to give them an opportunity to analyze their own individual circumstances and to ask personal questions related to their individual circumstances.