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

RSVP

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!: 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

RSVP

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