DATE: SUNDAY JANUARY 22, 2017
TIME: 3:00 PM - 5:00 PM
PLACE: 739 BROWNS LINE (IN THE CHURCH HALL OF OUR LADY OF THE MIRACULOUS MEDAL CHURCH)
TOPICS TO BE DISCUSSED:
- A discussion on 6 common mistakes retirees/investors make with their finances… and how to avoid them!
- The importance of updated wills and power of attorneys…and provide a discussion on common mistakes to AVOID when preparing them.
- Are you fed up with low paying GICs, term deposits and Canada Savings Bonds offered by credit unions and banks?...then come and learn about certain investment funds which could potentially offer higher returns, as well as SAVE TAX on your investment returns.
GUEST SPEAKERS INCLUDE:
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada will be addressing Tax Changes affecting Canadians in Year 2017, especially what EVERY Canadian needs to know about the rule changes on the Principal Residence Exemption for Canadian home owners.
FEATURED SPEAKER:
Jonathan Norwood Vice President and Portfolio Manager with Mackenzie Investments, who manages over $ 3 Billion of investments will provide an update on the market today and opportunities he sees for Year 2017 and beyond.
He is frequently interviewed by radio, newspaper and TV stations…he is a highly respected money manager in the business community.
DATE: SUNDAY FEBRUARY 5, 2017
TIME: 2:00 PM - 4:00 PM
PLACE: 7125 Centennial Parkway North, Hamilton, Ont. (in the Hall of St. Gregory Church)
TOPICS TO BE DISCUSSED:
- A discussion on 6 common mistakes retirees/investors make with their finances… and how to avoid them!
- The importance of updated wills and power of attorneys…and provide a discussion on common mistakes to AVOID when preparing them.
- Are you fed up with low paying GICs, term deposits and Canada Savings Bonds offered by credit unions and banks?...then come and learn about certain investment funds which could potentially offer higher returns, as well as SAVE TAX on your investment returns.
GUEST SPEAKERS INCLUDE:
Special guest speaker Michael Evans. Regional Vice President with Mackenzie Investments will provide an update on the market today and opportunities for Year 2017 and beyond. With over 27 years of investment experience, he is highly respected and a popular speaker in the business community.
FEATURED SPEAKER:
Wilmot George, vice president, tax, retirement and estate planning for CI Investments Inc. will be addressing Tax Changes affecting Canadians in Year 2017, especially what EVERY Canadian needs to know about the rule changes on the Principal Residence Exemption for Canadian home owners.
*** Coffee and dessert will be served at the conclusion of the seminar ***
At the conclusion of the seminar- Prizes give away including dinner certificates, Toronto Raptors Tickets and much more
*** RSVP Stan Konda at 905-624-8069 as seating will be limited ***
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Mutual Funds are provided by Equity Associates Inc. a Mutual Fund Dealer. All other products and services other than mutual funds are provided through Konda Financial’. This seminar is sponsored in part by Mackenzie Investments and Fidelity Investments Canada.
