Bring It!: Q & A Webinar With Our Portfolio Advisory Group

Dec 02, 2021 01:00 AM Eastern Standard Time - Dec 02, 2021 02:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Please join us for a Q & A Webinar with our Portfolio Advisory Group. I will be joined by Stephen Chang (U.S. Equities Strategist) and Sunny Singh (Canadian Equities Strategist).The purpose of this call will be to answer any questions that you might have on the current market conditions, our outlook or on specific stocks or sectors. For those that don’t have specific questions, this session will still be very informative and will give you some insight into the team that we utilize to build our portfolio models.

Stephen has worked in equities since 2007 and joined the Portfolio Advisory Group’s equities team in January 2019. Stephen currently sits on multiple investment committees helping to manage the U.S. Focus List, North American Focus List, A+ U.S. Core Dividend and the A+ Canadian Active Asset allocation portfolios. Prior to RBC, Stephen worked in the asset management space for five years as an equity analyst covering global equities, and before that for six years at TD Securities as an institutional equity research associate covering Canadian equities. Stephen has a Bachelor of Arts degree (Hons) in Applied Economics from Queen’s University, and is a CFA charterholder.

Sunny joined PAG’s Canadian Equity team in January 2020 from another Big Six bank where he spent the last seven years across a range of relevant roles. Most recently, he served as a Director of Financial Analysis in that bank’s Canadian Banking division. Sunny also previously held the role of a Senior Research Associate covering Canadian Financials, an Associate Director developing strategy for bank-wide client coverage of financial institutions, and a Senior Manager within the competitor’s own PAG. Sunny will be responsible for servicing our advisors, contributing to our flagship publications and is involved with the Canadian Focus List and PAG A+ Canadian Core portfolio. He is a CFA charterholder.

This event will be held on WebEx. RSVP and feel free to share this event with friends, family and colleaugues!

RSVP

Bring It!: Market Update with Jim Allworth & Discussion with Special Guest Renata Fast

Nov 17, 2021 07:00 AM Eastern Standard Time - Nov 17, 2021 08:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Join us virtually through WebEx for a chance to hear from RBC Dominion Securities Chief Investment Strategist, Jim Allworth, and Ice Hockey Olympian and Burlington native, Renata Fast.

Jim will give us his view on markets over the past year and walk through what we can expect in 2022. Following what is sure to be an engaging conversation with Jim, we will hear from Renata Fast on being resilient, the importance of goal setting, and developing a winning mindset. Renata and her team are currently preparing for the 2022 Beijing Winter Games this February after taking home a Silver medal at the PyeongChang Winter Games in 2018 and a Gold medal at this summers' World Championship.

Please feel free to invite your family and friends to this virtual event. Simply let us know who will be attending. We look forward to welcoming you.


Bring it!: Life on the Edge

Aug 11, 2021 06:00 PM Eastern Daylight Time - Aug 11, 2021 07:00 PM Eastern Daylight Time
Virtual Event Burlington, Ontario

Travel restrictions are starting to ease, restaurants are reopening and people are feeling more comfortable leaving their homes! With that said, our team is very excited about our upcoming virtual Bring It! event: Life on the Edge with Robin Esrock, an internationally renowned travel journalist, broadcaster, bestselling author and speaker.

Robin will share entertaining anecdotes, global bucket list adventures, personal insights and stunning visuals from his travels. In addition, his personal Canadian Bucket List filled with exceptional and unique destinations and activities. There's something here for everyone: nature, food, history, thrills, culture and plenty of ideas to fill up your travel bucket list!

Robin is the author of Canada’s #1 selling travel book – The Great Canadian Bucket List – as well as the international bestsellers - The Great Global Bucket List and The Great Australian Bucket List. The first 25 attendees to register will receive a copy of one of Robin Esrock’s bestselling books!

This event will be held on WebEx. RSVP for registration details, and feel free to share this event with friends, family and colleagues!

Registration link for event


Answering the why questions you may have about estate planning

Jun 21, 2021 11:00 PM Eastern Daylight Time - Jun 22, 2021 12:30 AM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust


Current outlook for the economy and markets

Jun 03, 2021 03:00 PM Eastern Daylight Time - Jun 03, 2021 04:00 PM Eastern Daylight Time
Virtual Event Burlington, ON

You are invited to an exclusive virtual presentation. Andy will be joined by Michael Boyd, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group mutual funds. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

 

Your Host:

Montgomery Wealth Management

www.montgomerywm.com

 

Guest speaker:

Michael Boyd

Senior Vice President

Capital Group

 

 


Bring It!: Q & A Webinar With Our Portfolio Advisory Group

Dec 02, 2021 01:00 AM Eastern Standard Time - Dec 02, 2021 02:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Please join us for a Q & A Webinar with our Portfolio Advisory Group. I will be joined by Stephen Chang (U.S. Equities Strategist) and Sunny Singh (Canadian Equities Strategist).The purpose of this call will be to answer any questions that you might have on the current market conditions, our outlook or on specific stocks or sectors. For those that don’t have specific questions, this session will still be very informative and will give you some insight into the team that we utilize to build our portfolio models.

Stephen has worked in equities since 2007 and joined the Portfolio Advisory Group’s equities team in January 2019. Stephen currently sits on multiple investment committees helping to manage the U.S. Focus List, North American Focus List, A+ U.S. Core Dividend and the A+ Canadian Active Asset allocation portfolios. Prior to RBC, Stephen worked in the asset management space for five years as an equity analyst covering global equities, and before that for six years at TD Securities as an institutional equity research associate covering Canadian equities. Stephen has a Bachelor of Arts degree (Hons) in Applied Economics from Queen’s University, and is a CFA charterholder.

Sunny joined PAG’s Canadian Equity team in January 2020 from another Big Six bank where he spent the last seven years across a range of relevant roles. Most recently, he served as a Director of Financial Analysis in that bank’s Canadian Banking division. Sunny also previously held the role of a Senior Research Associate covering Canadian Financials, an Associate Director developing strategy for bank-wide client coverage of financial institutions, and a Senior Manager within the competitor’s own PAG. Sunny will be responsible for servicing our advisors, contributing to our flagship publications and is involved with the Canadian Focus List and PAG A+ Canadian Core portfolio. He is a CFA charterholder.

This event will be held on WebEx. RSVP and feel free to share this event with friends, family and colleaugues!

RSVP

Bring It!: Market Update with Jim Allworth & Discussion with Special Guest Renata Fast

Nov 17, 2021 07:00 AM Eastern Standard Time - Nov 17, 2021 08:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Join us virtually through WebEx for a chance to hear from RBC Dominion Securities Chief Investment Strategist, Jim Allworth, and Ice Hockey Olympian and Burlington native, Renata Fast.

Jim will give us his view on markets over the past year and walk through what we can expect in 2022. Following what is sure to be an engaging conversation with Jim, we will hear from Renata Fast on being resilient, the importance of goal setting, and developing a winning mindset. Renata and her team are currently preparing for the 2022 Beijing Winter Games this February after taking home a Silver medal at the PyeongChang Winter Games in 2018 and a Gold medal at this summers' World Championship.

Please feel free to invite your family and friends to this virtual event. Simply let us know who will be attending. We look forward to welcoming you.


Bring it!: Life on the Edge

Aug 11, 2021 06:00 PM Eastern Daylight Time - Aug 11, 2021 07:00 PM Eastern Daylight Time
Virtual Event Burlington, Ontario

Travel restrictions are starting to ease, restaurants are reopening and people are feeling more comfortable leaving their homes! With that said, our team is very excited about our upcoming virtual Bring It! event: Life on the Edge with Robin Esrock, an internationally renowned travel journalist, broadcaster, bestselling author and speaker.

Robin will share entertaining anecdotes, global bucket list adventures, personal insights and stunning visuals from his travels. In addition, his personal Canadian Bucket List filled with exceptional and unique destinations and activities. There's something here for everyone: nature, food, history, thrills, culture and plenty of ideas to fill up your travel bucket list!

Robin is the author of Canada’s #1 selling travel book – The Great Canadian Bucket List – as well as the international bestsellers - The Great Global Bucket List and The Great Australian Bucket List. The first 25 attendees to register will receive a copy of one of Robin Esrock’s bestselling books!

This event will be held on WebEx. RSVP for registration details, and feel free to share this event with friends, family and colleagues!

Registration link for event


Answering the why questions you may have about estate planning

Jun 21, 2021 11:00 PM Eastern Daylight Time - Jun 22, 2021 12:30 AM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust


Current outlook for the economy and markets

Jun 03, 2021 03:00 PM Eastern Daylight Time - Jun 03, 2021 04:00 PM Eastern Daylight Time
Virtual Event Burlington, ON

You are invited to an exclusive virtual presentation. Andy will be joined by Michael Boyd, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group mutual funds. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

 

Your Host:

Montgomery Wealth Management

www.montgomerywm.com

 

Guest speaker:

Michael Boyd

Senior Vice President

Capital Group

 

 


Bring It!: Q & A Webinar With Our Portfolio Advisory Group

Dec 02, 2021 01:00 AM Eastern Standard Time - Dec 02, 2021 02:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Please join us for a Q & A Webinar with our Portfolio Advisory Group. I will be joined by Stephen Chang (U.S. Equities Strategist) and Sunny Singh (Canadian Equities Strategist).The purpose of this call will be to answer any questions that you might have on the current market conditions, our outlook or on specific stocks or sectors. For those that don’t have specific questions, this session will still be very informative and will give you some insight into the team that we utilize to build our portfolio models.

Stephen has worked in equities since 2007 and joined the Portfolio Advisory Group’s equities team in January 2019. Stephen currently sits on multiple investment committees helping to manage the U.S. Focus List, North American Focus List, A+ U.S. Core Dividend and the A+ Canadian Active Asset allocation portfolios. Prior to RBC, Stephen worked in the asset management space for five years as an equity analyst covering global equities, and before that for six years at TD Securities as an institutional equity research associate covering Canadian equities. Stephen has a Bachelor of Arts degree (Hons) in Applied Economics from Queen’s University, and is a CFA charterholder.

Sunny joined PAG’s Canadian Equity team in January 2020 from another Big Six bank where he spent the last seven years across a range of relevant roles. Most recently, he served as a Director of Financial Analysis in that bank’s Canadian Banking division. Sunny also previously held the role of a Senior Research Associate covering Canadian Financials, an Associate Director developing strategy for bank-wide client coverage of financial institutions, and a Senior Manager within the competitor’s own PAG. Sunny will be responsible for servicing our advisors, contributing to our flagship publications and is involved with the Canadian Focus List and PAG A+ Canadian Core portfolio. He is a CFA charterholder.

This event will be held on WebEx. RSVP and feel free to share this event with friends, family and colleaugues!

RSVP

Bring It!: Market Update with Jim Allworth & Discussion with Special Guest Renata Fast

Nov 17, 2021 07:00 AM Eastern Standard Time - Nov 17, 2021 08:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Join us virtually through WebEx for a chance to hear from RBC Dominion Securities Chief Investment Strategist, Jim Allworth, and Ice Hockey Olympian and Burlington native, Renata Fast.

Jim will give us his view on markets over the past year and walk through what we can expect in 2022. Following what is sure to be an engaging conversation with Jim, we will hear from Renata Fast on being resilient, the importance of goal setting, and developing a winning mindset. Renata and her team are currently preparing for the 2022 Beijing Winter Games this February after taking home a Silver medal at the PyeongChang Winter Games in 2018 and a Gold medal at this summers' World Championship.

Please feel free to invite your family and friends to this virtual event. Simply let us know who will be attending. We look forward to welcoming you.


Bring it!: Life on the Edge

Aug 11, 2021 06:00 PM Eastern Daylight Time - Aug 11, 2021 07:00 PM Eastern Daylight Time
Virtual Event Burlington, Ontario

Travel restrictions are starting to ease, restaurants are reopening and people are feeling more comfortable leaving their homes! With that said, our team is very excited about our upcoming virtual Bring It! event: Life on the Edge with Robin Esrock, an internationally renowned travel journalist, broadcaster, bestselling author and speaker.

Robin will share entertaining anecdotes, global bucket list adventures, personal insights and stunning visuals from his travels. In addition, his personal Canadian Bucket List filled with exceptional and unique destinations and activities. There's something here for everyone: nature, food, history, thrills, culture and plenty of ideas to fill up your travel bucket list!

Robin is the author of Canada’s #1 selling travel book – The Great Canadian Bucket List – as well as the international bestsellers - The Great Global Bucket List and The Great Australian Bucket List. The first 25 attendees to register will receive a copy of one of Robin Esrock’s bestselling books!

This event will be held on WebEx. RSVP for registration details, and feel free to share this event with friends, family and colleagues!

Registration link for event


Answering the why questions you may have about estate planning

Jun 21, 2021 11:00 PM Eastern Daylight Time - Jun 22, 2021 12:30 AM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust


Current outlook for the economy and markets

Jun 03, 2021 03:00 PM Eastern Daylight Time - Jun 03, 2021 04:00 PM Eastern Daylight Time
Virtual Event Burlington, ON

You are invited to an exclusive virtual presentation. Andy will be joined by Michael Boyd, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group mutual funds. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

 

Your Host:

Montgomery Wealth Management

www.montgomerywm.com

 

Guest speaker:

Michael Boyd

Senior Vice President

Capital Group

 

 


Bring It!: Q & A Webinar With Our Portfolio Advisory Group

Dec 02, 2021 01:00 AM Eastern Standard Time - Dec 02, 2021 02:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Please join us for a Q & A Webinar with our Portfolio Advisory Group. I will be joined by Stephen Chang (U.S. Equities Strategist) and Sunny Singh (Canadian Equities Strategist).The purpose of this call will be to answer any questions that you might have on the current market conditions, our outlook or on specific stocks or sectors. For those that don’t have specific questions, this session will still be very informative and will give you some insight into the team that we utilize to build our portfolio models.

Stephen has worked in equities since 2007 and joined the Portfolio Advisory Group’s equities team in January 2019. Stephen currently sits on multiple investment committees helping to manage the U.S. Focus List, North American Focus List, A+ U.S. Core Dividend and the A+ Canadian Active Asset allocation portfolios. Prior to RBC, Stephen worked in the asset management space for five years as an equity analyst covering global equities, and before that for six years at TD Securities as an institutional equity research associate covering Canadian equities. Stephen has a Bachelor of Arts degree (Hons) in Applied Economics from Queen’s University, and is a CFA charterholder.

Sunny joined PAG’s Canadian Equity team in January 2020 from another Big Six bank where he spent the last seven years across a range of relevant roles. Most recently, he served as a Director of Financial Analysis in that bank’s Canadian Banking division. Sunny also previously held the role of a Senior Research Associate covering Canadian Financials, an Associate Director developing strategy for bank-wide client coverage of financial institutions, and a Senior Manager within the competitor’s own PAG. Sunny will be responsible for servicing our advisors, contributing to our flagship publications and is involved with the Canadian Focus List and PAG A+ Canadian Core portfolio. He is a CFA charterholder.

This event will be held on WebEx. RSVP and feel free to share this event with friends, family and colleaugues!

RSVP

Bring It!: Market Update with Jim Allworth & Discussion with Special Guest Renata Fast

Nov 17, 2021 07:00 AM Eastern Standard Time - Nov 17, 2021 08:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Join us virtually through WebEx for a chance to hear from RBC Dominion Securities Chief Investment Strategist, Jim Allworth, and Ice Hockey Olympian and Burlington native, Renata Fast.

Jim will give us his view on markets over the past year and walk through what we can expect in 2022. Following what is sure to be an engaging conversation with Jim, we will hear from Renata Fast on being resilient, the importance of goal setting, and developing a winning mindset. Renata and her team are currently preparing for the 2022 Beijing Winter Games this February after taking home a Silver medal at the PyeongChang Winter Games in 2018 and a Gold medal at this summers' World Championship.

Please feel free to invite your family and friends to this virtual event. Simply let us know who will be attending. We look forward to welcoming you.


Bring it!: Life on the Edge

Aug 11, 2021 06:00 PM Eastern Daylight Time - Aug 11, 2021 07:00 PM Eastern Daylight Time
Virtual Event Burlington, Ontario

Travel restrictions are starting to ease, restaurants are reopening and people are feeling more comfortable leaving their homes! With that said, our team is very excited about our upcoming virtual Bring It! event: Life on the Edge with Robin Esrock, an internationally renowned travel journalist, broadcaster, bestselling author and speaker.

Robin will share entertaining anecdotes, global bucket list adventures, personal insights and stunning visuals from his travels. In addition, his personal Canadian Bucket List filled with exceptional and unique destinations and activities. There's something here for everyone: nature, food, history, thrills, culture and plenty of ideas to fill up your travel bucket list!

Robin is the author of Canada’s #1 selling travel book – The Great Canadian Bucket List – as well as the international bestsellers - The Great Global Bucket List and The Great Australian Bucket List. The first 25 attendees to register will receive a copy of one of Robin Esrock’s bestselling books!

This event will be held on WebEx. RSVP for registration details, and feel free to share this event with friends, family and colleagues!

Registration link for event


Answering the why questions you may have about estate planning

Jun 21, 2021 11:00 PM Eastern Daylight Time - Jun 22, 2021 12:30 AM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust


Current outlook for the economy and markets

Jun 03, 2021 03:00 PM Eastern Daylight Time - Jun 03, 2021 04:00 PM Eastern Daylight Time
Virtual Event Burlington, ON

You are invited to an exclusive virtual presentation. Andy will be joined by Michael Boyd, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group mutual funds. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

 

Your Host:

Montgomery Wealth Management

www.montgomerywm.com

 

Guest speaker:

Michael Boyd

Senior Vice President

Capital Group

 

 


Bring It!: Q & A Webinar With Our Portfolio Advisory Group

Dec 02, 2021 01:00 AM Eastern Standard Time - Dec 02, 2021 02:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Please join us for a Q & A Webinar with our Portfolio Advisory Group. I will be joined by Stephen Chang (U.S. Equities Strategist) and Sunny Singh (Canadian Equities Strategist).The purpose of this call will be to answer any questions that you might have on the current market conditions, our outlook or on specific stocks or sectors. For those that don’t have specific questions, this session will still be very informative and will give you some insight into the team that we utilize to build our portfolio models.

Stephen has worked in equities since 2007 and joined the Portfolio Advisory Group’s equities team in January 2019. Stephen currently sits on multiple investment committees helping to manage the U.S. Focus List, North American Focus List, A+ U.S. Core Dividend and the A+ Canadian Active Asset allocation portfolios. Prior to RBC, Stephen worked in the asset management space for five years as an equity analyst covering global equities, and before that for six years at TD Securities as an institutional equity research associate covering Canadian equities. Stephen has a Bachelor of Arts degree (Hons) in Applied Economics from Queen’s University, and is a CFA charterholder.

Sunny joined PAG’s Canadian Equity team in January 2020 from another Big Six bank where he spent the last seven years across a range of relevant roles. Most recently, he served as a Director of Financial Analysis in that bank’s Canadian Banking division. Sunny also previously held the role of a Senior Research Associate covering Canadian Financials, an Associate Director developing strategy for bank-wide client coverage of financial institutions, and a Senior Manager within the competitor’s own PAG. Sunny will be responsible for servicing our advisors, contributing to our flagship publications and is involved with the Canadian Focus List and PAG A+ Canadian Core portfolio. He is a CFA charterholder.

This event will be held on WebEx. RSVP and feel free to share this event with friends, family and colleaugues!

RSVP

Bring It!: Market Update with Jim Allworth & Discussion with Special Guest Renata Fast

Nov 17, 2021 07:00 AM Eastern Standard Time - Nov 17, 2021 08:00 AM Eastern Standard Time
Virtual Event Burlington, Ontario

Join us virtually through WebEx for a chance to hear from RBC Dominion Securities Chief Investment Strategist, Jim Allworth, and Ice Hockey Olympian and Burlington native, Renata Fast.

Jim will give us his view on markets over the past year and walk through what we can expect in 2022. Following what is sure to be an engaging conversation with Jim, we will hear from Renata Fast on being resilient, the importance of goal setting, and developing a winning mindset. Renata and her team are currently preparing for the 2022 Beijing Winter Games this February after taking home a Silver medal at the PyeongChang Winter Games in 2018 and a Gold medal at this summers' World Championship.

Please feel free to invite your family and friends to this virtual event. Simply let us know who will be attending. We look forward to welcoming you.


Bring it!: Life on the Edge

Aug 11, 2021 06:00 PM Eastern Daylight Time - Aug 11, 2021 07:00 PM Eastern Daylight Time
Virtual Event Burlington, Ontario

Travel restrictions are starting to ease, restaurants are reopening and people are feeling more comfortable leaving their homes! With that said, our team is very excited about our upcoming virtual Bring It! event: Life on the Edge with Robin Esrock, an internationally renowned travel journalist, broadcaster, bestselling author and speaker.

Robin will share entertaining anecdotes, global bucket list adventures, personal insights and stunning visuals from his travels. In addition, his personal Canadian Bucket List filled with exceptional and unique destinations and activities. There's something here for everyone: nature, food, history, thrills, culture and plenty of ideas to fill up your travel bucket list!

Robin is the author of Canada’s #1 selling travel book – The Great Canadian Bucket List – as well as the international bestsellers - The Great Global Bucket List and The Great Australian Bucket List. The first 25 attendees to register will receive a copy of one of Robin Esrock’s bestselling books!

This event will be held on WebEx. RSVP for registration details, and feel free to share this event with friends, family and colleagues!

Registration link for event


Answering the why questions you may have about estate planning

Jun 21, 2021 11:00 PM Eastern Daylight Time - Jun 22, 2021 12:30 AM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust


Current outlook for the economy and markets

Jun 03, 2021 03:00 PM Eastern Daylight Time - Jun 03, 2021 04:00 PM Eastern Daylight Time
Virtual Event Burlington, ON

You are invited to an exclusive virtual presentation. Andy will be joined by Michael Boyd, Senior Vice President of Capital International Asset Management (Canada), Inc., who will share his perspective on investments and the current environment using Capital Group mutual funds. Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management organization with extensive resources and more than 85 years of asset management experience.

 

Your Host:

Montgomery Wealth Management

www.montgomerywm.com

 

Guest speaker:

Michael Boyd

Senior Vice President

Capital Group