Events

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Free Workshop: Intro to Saving and Investing

Sept 18, 2019 – 6:15pm
If you only ever attend one of my workshops, let this be the one! No prior knowledge is required for this event, but I promise you will learn something even if you do have prior knowledge.
This is an introduction to some of the major concepts in saving and investing. We will go over tax sheltering, time horizons, investment options, protecting your savings and earning power, and more!

RSVP via Meetup.


Free Workshop: Four Steps to Effective Investing

Oct 2, 2019 – 6:15pm
If you’ve attended the Intro to Saving and Investing, this is the logical next step.
We will talk about asset allocation, portfolio design, portfolio management, and tracking. These are some of the general concepts behind how we determine the best ways to invest your money so that you can achieve your goals!

RSVP via Meetup


Free Workshop: Savings Plans for Children!

Oct 30, 2019 – 6:15pm
Amazingly, we have never done this topic before, so it is long overdue!
Parents, grandparents, Aunties and Uncles! This one is for you. :)
What are the best ways to save for your little loved ones?
We all know about RESPs, and we will talk about the ins and outs of those. But did you know there are several other ways to save for and protect your children and grandchildren?
In this workshop we will discuss:
– RESPs
– RDSPs
– Child life insurance
– Child critical illness insurance
– using your TFSA to save for your kids
– using in-trust accounts
– should you use a formal trust?
– and a few other miscellaneous things :)

RSVP via Meetup

All workshops will be held at our office at 1095 West Pender, Vancouver. Unless otherwise noted, we will start at 6:30pm sharp. **Please note that this building automatically locks itself in the evenings, so I will be letting you in with my key card. As a result, we cannot allow any latecomers.