Wealth Luncheon & Dinner Series

Topics include:

- Learn how to increase your portfolio fee efficiencies
- How to steer clear of common estate pitfalls
- Is your family and your business positioned for the new tax changes?

Your financial education will lead to true financial independence.

All required fields are marked with an "*".

Is it Really Time for a Joint (Account)?

Share or divide - what you need to know about Joint Accounts

Speaker:  Keith Masterman, CI Investments

May 27, 2019

11:30 AM - 12:30 PM

12:45 PM - 1:45 PM

 

 

Exchange Traded Funds (ETFs) - Strategies & Success

Not all ETFs are created equally - what Investors need to Know

Speaker:  Eric Cheung, CGWM

June 4, 2019

12:00 PM - 1:00 PM

Tax Mitigation Strategies

Practical Strategies for the Entrepreneur Business Owner

Speaker:  Paul Marion, CGWM

June 18, 2019

12:00 PM - 1:00 PM

4:00 PM - 5:00 PM