Fall Workshops and Seminars
In Partnership with Suzanne Chate Coaching and
Guest Speakers Steven Wiffen and Shannon Row-Ewing
Waterloo, ON
Elizabeth was thrilled to be back and hosting another round of her informative seminars. Suzanne Chate was back to inspire another group of clients to challenge themselves, and think outside the box of what a typical retirement looks like. She lead the group to find purpose beyond a regular work day, and empowered us with ideas and concepts to create a retirement that is not only rewarding but filled with personal purpose.
Elizabeth shared informative information about tailoring a financial picture to suit individual needs. She also answered everyone's favorite question "How much do I need to retire?" The answer is not what most people think. If you would like to find out more about the Retirement workshops, feel free to reach out at any time to book your appointment with Elizabeth.
Estate and Trust Workshop
Shannon Row-Ewing and Steve Wiffen also joined Elizabeth for both a virtual, and in-person information session. Two of our most popular speakers returned to educate and advise on navigating the world of estates, and trusts. It was an informative evening going over examples on how to avoid potential hiccups, simplifying, and as well as, discussing more complex needs.
Elizabeth is proud to collaborate with these incredible partners within the RBC Dominion Securities
Damenfest
Damenfest Breakfast – Oktoberfest Networking for Women
Oktoberfest 2024
Waterloo, ON
Elizabeth had the opportunity to attend a "wunderbar" event that brings together the women of Waterloo Region all in the Spirit of Gemütlichkeit. She and some selected guests enjoyed a morning of great speakers and networking! There were over 200 guests from the local business and arts community, as well as members of the prestigious Women of the Year alumni that were in attendance. The panel, was moderated by Amy Schlueter, and included Olympian Mandy Bujold, ice cream engineer Ajoa Mintah and charitable tax lawyer Gwenyth Stadig. It was a fun filled morning at the Walper Hotel, taking in all the inspiring stories, and lively Oktoberfest spirit of our community in the Waterloo region.
An Afternoon of Fall, Family and Fun!
Special Event at Benjamin Tree Farm
Waterloo, ON
Hosted by Elizabeth Duranyik
It was with gratitude that Elizabeth welcomed her clients and families to enjoy an afternoon at Benjamin Tree Farm. It was a beautiful sunny fall day, filled with fun, tractor rides, pumpkin picking and home made treats (courtesy of Elizabeth's son, and avid baker, Cristiano)
Warm apple cider and lots of happy chatter was served.
There is nothing more special to Elizabeth than family, and her clients. It was incredible to see everyone that came out to say hello, with children, and grandchildren in tow.
Wishing all of our families a very happy fall season and wonderful Thanksgiving.
Own the Future
Thematic Investing Through the lens of Mega Forces
Special Event at Proof Kitchen
Uptown Waterloo
Hosted by Elizabeth Duranyik
Co-Hosted by Tyler Simmons of RBC Global Asset Management
With Guest Speaker Brian Dunlap from BlackRock (NYC, NY)
Elizabeth was thrilled to host an exciting event at Proof Kitchen in Waterloo. It was a night filled with great clients, delicious food, and an exciting presentation about Thematic Investing and how AI will shape our future as investors.
Clients were given the opportunity to take in all the thought provoking information that Brian had brought to us from New York City. From AI bursting on the scene, to the journey of tech, and enterprise adoption, there was so much to reflect on.
We also touched on allocating for tomorrow, being forward thinking with investments vs observing as an inactive participant.
Brian left us with a final thought "stay deliberately diversified, and perfectly precise" when looking at your investments and portfolio.
It was an evening to mingle, and an opportunity for Elizabeth to say Thank you to her "families" of both new, and long time clients. Many enjoyed the chance to chat, meet our Branch Director, talk about summer plans and more.
A special client of Elizabeth's also took home a beautiful gift basket and gift card as a summer treat.
Thank you to all who came to this lovely event.
32nd Betty Thompson Golf Classic
Conestoga Golf Club
June 2024
Elizabeth was thrilled to be a sponsor, and take part in the 32nd Annual Betty Thompson Golf Classic this June in Conestoga.
Hole 1B on the Village is where Elizabeth and RBC Dominion Securities was situated. It was a wonderful partnership that had an impactful effect to funds raised this year. Stay tuned for exciting updates on what this incredible organization does for Women and Girls within our community.
The Zonta Club of Kitchener -Waterloo is an enthusiastic group of women from Waterloo Region fundraising together to build a better world for women and girls in Waterloo Region and around the world.
Zonta KW was founded in 1978 and has been thriving for over 42 years! We are a member of Zonta International (ZI), a global organization that started in Buffalo New York in 1919. ZI is comprised of over 26,000 members forming 1102 Clubs in 62 countries.
Zonta envisions a world in which women’s rights are recognized as human rights and every woman is able to achieve her full potential. In such a world, women have access to all resources and are represented in decision making positions on an equal basis with men. In such a world, no woman lives in fear of violence.
Zonta’s story is one of empowerment, perseverance and progressive change.
This organization is close to Elizabeth's heart, as she believes in building a better world for Women and Girls in our community and across the world over.
Transition to Retirement Workshop
With Life Coach Suzanne Chate
Uptown Waterloo
May 2024
Elizabeth was thrilled to host another exciting spring event for her clients in Uptown Waterloo. She partnered with Suzanne Chate Coaching to offer her clients a unique, and thought provoking workshop about life after retirement.
Participants were encouraged to think about creating the life the want to lead after work, and search for what defines them.
Many topics of interest were covered such as "Turning Assets into Equity", budgeting and exploring expenses. As well as, pension splitting, emergency plans, and utilizing financial products that can help maximize retirement. Elizabeth is a firm believer in a personalized approach for each and every clients retirement, as each retirement comes with its very own set of priorities, complexities and goals.
Suzanne spoke about learning to lean in and navigate the life you want to lead, as well as having purpose, a sense of belonging, all while keeping social networks strong. She also spoke of looking at your retirement as a complete picture, both financially and personally. The group followed Suzanne's advice on creating an "Experience List" vs. a traditional "Bucket List" . Suzanne's research has shown that this gives her clients a sense of accomplishment and purpose to their day. In addition, little experiences can offer a deeper sense of fulfillment in between the larger trips, purchases, and legacy building that many client strive for in this part of life.
A huge thanks to all who joined us for this special evening, including a special guest, local author Pamela Clayfield, who also spoke about the importance of finding a passion and creative outlet in these incredible years. Each participant went home with a carefully chosen selection from Pamela's collection of work to enjoy over the summer and in retirement.
Elizabeth has many exciting and informative collaborations to come in the following months. If you would like to be added to our newsletter and event list, please email Elizabeth's assistant. Contact Jessica.Labelle@rbc.com for more information.
The K-W Oktoberfest Rogers Women of the Year
May 2024
Kitchener-Waterloo Oktoberfest has been recognizing the achievements of women in our community through the Rogers Women of the Year Awards for almost five decades!
The K-W Oktoberfest Rogers Women of the Year recognizes and pays tribute to outstanding women in the community in the following categories: Arts & Culture; Community Service; Entrepreneur; Health & Wellness; Group Achievement; Lifetime Achievement; Professional; Skilled Trades, Science, Technology, Engineering, & Math (STEM); and Young Adult.
Elizabeth was delighted to join in on the fun and celebration of these impressive women with an award ceremony and live entertainment. It was a wonderful evening out within our community.
Estate and Trust Workshop
May 2024
Uptown Waterloo
Elizabeth was thrilled to be back to host another informative, and thought provoking seminar this May. It was an evening with her partners, and special guests, Shannon Row-Ewing, Will and Estate Consultant from the RBC Family Office Services, and Steve Wiffen, Estate Planning Specialist and Insurance Services.
In this session clients were able to take in invaluable information about wills, taxes, trusts. As well as, insurance strategies that can assist in protecting generational wealth. Elizabeth's client’s, along with their family and friends, were able to participate in this intimate evening to engage with her panel of experts in person and ask questions, or sign on from home via our in house webinar.
Elizabeth is thrilled to partner with, and have access to these specialists at RBC Dominion Securities, like Shannon and Steve. It compliments her total approach to your financial wellness plan, and completes your overall financial picture.
Thank you to all of our clients who came into the branch, as well as those who logged on from home. We cannot wait to see you at the next seminar.
Please feel free to reach out to Elizabeth if you have a particular topic of interest that you would like to see covered in our ongoing series of seminars and workshops.
If you feel you have family or friends who would benefit from Elizabeth’s wealth management, expertise or method, please feel free to reach out to Elizabeth directly, or contact her assistant Jessica to book an appointment.
Looking forward to seeing you at the Transitioning to Retirement Seminar at the end of May.
