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Estate and Executor Workshop

Oct 30, 2018 04:00 PM - Oct 30, 2018 06:00 PM Mountain Daylight Time
The Glencoe Club | 636 29 Ave SW | Calgary, AB

You are Invited: Join us for our next workshop and learn what you need to know about being and / or choosing an executor.

Please join us as we explore the roles and responsibilities of acting as an executor. We'll share strategies, based on real-life scenarios, that will make this often stressful and complicated process easier on you or your executor.

We highly encourage you to bring along your executor(s), parents, adult children or anyone else who may be involved in this process. As well, we encourage you to bring a friend or colleague whom you feel may be interested in attending. 

Featured presenter:

Terry E. Gilholme, BA, LL.B
Underwood Gilholme Estate Lawyers

 

Guests are welcome but seating is limited. Please RSVP by October 15, 2018.


Markets Are At All-Time Highs. Is This The New Normal?

Sep 05, 2018 04:00 PM - Sep 05, 2018 06:00 PM Mountain Daylight Time
P3 or Level A - Bankers Hall Auditorium 315 8th Ave SW Calgary, AB

Today’s complex investment climate leaves many people wondering what’s ahead and how to best position their portfolios. There are no easy answers to this investment challenge, and choosing among investment opportunities can be daunting.

Apollo Lupescu will discuss the fundamental choices available to investors by highlighting the differences between the conventional approach to investing as compared to an investment approach based on rigorous academic research, including the science that earned Professor Eugene Fama the 2013 Nobel Prize in Economics.

In addition to answering your questions, Dr. Lupescu will also address:

  • If financial markets are overvalued
  • What the Trade Wars mean for you and your portfolio
  • Market volatility in the current environment

Featuring Special Guest Speaker:

Apollo Lupescu, PhD
Vice President
Dimensional Fund Advisors

Investment Fees Seminar - North Calgary

May 16, 2018 04:00 PM - 05:00 PM Mountain Daylight Time
RBC Dominion Securities North Calgary 600 Crowfoot Crescent NW – Suite 410 Calgary, AB

Understanding what you pay and why it matters to your lifestyle in retirement

Join us and learn about the fees associated with your investments, and the impact fees can have on your long-term portfolio performance. Topics include:
• CRM2 — New regulations that mandate transparency on portfolio costs and performance
• MER, TER, DSC, FEL — Understanding investment industry fees and terminology
• Fees & Performance — How they are related
• A Better Way — Strategies to reduce your fees and improve your portfolio’s performance*

*These sessions will be primarily applicable to individuals with investable assets in excess of $750,000.

Investment Fees Seminar - South Calgary

May 12, 2018 10:00 AM - 11:00 AM Mountain Daylight Time
RBC Dominion Securities South Calgary 14505 Bannister Road SE – Suite 203 Calgary, AB

Understanding what you pay and why it matters to your lifestyle in retirement

Join us and learn about the fees associated with your investments, and the impact fees can have on your long-term portfolio performance. Topics include:
• CRM2 — New regulations that mandate transparency on portfolio costs and performance
• MER, TER, DSC, FEL — Understanding investment industry fees and terminology
• Fees & Performance — How they are related
• A Better Way — Strategies to reduce your fees and improve your portfolio’s performance*

*These sessions will be primarily applicable to individuals with investable assets in excess of $750,000.