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What's the state of your estate?

Jun 25, 2019 05:30 PM - 07:00 PM Eastern Daylight Time
Magna Golf Club 14780 Leslie St. Aurora, ON

Please join us for an informational seminar and learn how you can build a comprehensive estate plan.

 

Topics at this event will include:
• Settling an estate and the role of the executor – what you need to know
• Tax planning strategies – minimizing death taxes
• Our six-step process to building an estate plan

 

With guest speaker:
Alleen Sakarian
Will & Estate Consultant
RBC Wealth Management Services

 


Growing your business in a digital age

Jun 05, 2019 06:30 PM - Jun 05, 2019 08:00 PM Eastern Daylight Time
Hungry Brew Hops 211 Main St. S Newmarket, Ontario

Please join us for an informative discussion, where our panel of experts will discuss strategies for generating referrals, digital marketing and making use
of advanced business analytics.

 

With guest speakers:
 

Sal Ammirato
Vice President, Invesco Canada
“Preferrals” – How to ask for referrals
from your clients and network.
 

Jay Slade
Vice-President, Analytics & Business Intelligence
RBC Dominion Securities
Your business and data analytics – how to better
understand your clients and grow your business.
 

Maryam Golabgir
Digital Marketing Experts
Using social media and digital marketing to better
engage with clients and prospects.
CE credits may be available (please inquire).


What's your picture-perfect retirement?

May 21, 2019 06:00 PM - 07:00 PM Eastern Daylight Time
17120 Leslie St. Suite 200 Newmarket, Ontario

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • Four pillars of a Retirement Income Plan
  • Understanding income taxes in retirement
  • Three bucket approach to managing risk during retirement

Protecting what matters most

Apr 11, 2019 12:30 PM - 01:30 PM Eastern Daylight Time
17120 Leslie St. Suite 200 Newmarket, Ontario

Please join us for a complimentary estate planning seminar

 

At this seminar, we'll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • The role of the executor - what you need to know
  • Basic but effective estate planning strategies
  • The six-step process to building an estate plan

 


Newmarket Home & Lifestyle Show

Mar 29, 2019 05:00 PM - Mar 31, 2019 04:00 PM Eastern Daylight Time
100 Eagle St W Arena # 2, Booth 256 Newmarket, Ontario

Come say hello at the Newmarket Home & Lifestyle Show!


Growing your business in a digital age

Mar 28, 2019 06:00 PM - Mar 28, 2019 08:00 PM Eastern Daylight Time
Hungry brew Hops 211 Main St. S., Newmarket, ON

Please join us for an informative discussion, where our panel of experts will discuss strategies for generating referrals, digital marketing and making use
of advanced business analytics. Click here for full details.


Protecting what matters most

Mar 12, 2019 06:00 PM - 07:00 PM Eastern Daylight Time
23564 Woodbine ave. Keswick, Ontario

Please join us for a complimentary estate planning seminar.

 

Click here for full details.

 

 


Financial Literacy Webinar - Account Types

Mar 05, 2019 06:30 PM - Mar 05, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

We will cover the different types of investment accounts that are available to Canadians.

 

Topics include:

  • Types of Accounts
  • Taxable vs. Non-Taxable
  • Registered vs. Non-Registered
  • What is a Brokerage Form?
  • Overview of Non-Registered Account Types
    • Bank Accounts
    • Investment Accounts
  • Growing Retirement Plans for Future Use
  • Overview of Registered Account Types
    • Taxable - Pension, Retirement, Education, Disability Plans
    • Non-taxable - Tax-Free Savings Accounts

Financial Literacy Webinar - Credit

Feb 26, 2019 06:30 PM - Feb 26, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

We will introduce the concept of credit, why you need it and how to use it. 

 

Topics include:

  • Credit scores
  • Borrowing options
  • Staying Financially Fit

What does your legacy look like?

Feb 26, 2019 12:30 PM - 01:30 PM Eastern Standard Time
17120 Leslie St. Suite 200 Newmarket, Ontario

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

 

 

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • The role of the executor – what you need to know
  • Basic but effective estate planning strategies
  • Six step process to building an effective estate plan

Financial Literacy Webinar - Interest

Feb 19, 2019 06:30 PM - Feb 19, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

We will focus on Interest, designed to explain what bank’s do with your money, and how interest works from a borrower’s perspective and from a lender’s perspective.

 

The presentation will explore:

  • What interest is, where it goes and how it works.
  • The different ways of calculation interest and the benefits of compound interest.
  • Interactive case study.
  • Rule of 72.

Financial Literacy Webinar - Banking Services

Feb 12, 2019 06:30 PM - Feb 12, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

The Banking Services module is designed to explain the different types of bank account structures available. We will also provide an overview of some key digital services now available through most major banks, as well as helpful hints for dealing with currency needs.

 

Topics the module will cover include:

  • The different types of financial institutions
  • Explain the primary services offered by banks
  • Take a look at the evolution of banks and how they have moved from traditional to digital support models over time
  • Look in detail at the various personal account types available to choose from and their key features
  • Take a look at a tool which is available to help you find the right bank account for your needs
  • Work through a little case study on using Automatic Teller Machines (ATMs)
  • Provide some tips for traveling outside of Canada, when a non-Canadian currency is required

RBC Wealth Management Financial Literacy Program

Financial Literacy Webinar - Income & Taxation

Feb 05, 2019 06:30 PM - Feb 05, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

The income and taxation module is designed to explain the different sources of income and how income gets taxed by the government.

 

The presentation will look at:

  • Different sources of income.
  • How tax and pay cheque deductions affect what you keep.
  • The difference between marginal and effective tax rates and how they apply to each source of income. 

What does your legacy look like?

Jan 30, 2019 12:30 PM - 01:30 PM Eastern Standard Time
17120 Leslie St Suite 200 Newmarket, ON

What does your legacy look like?

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

 

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • The role of the executor – what you need to know
  • Basic but effective estate planning strategies
  • Six step process to building an effective estate plan

Financial Literacy Webinar - Budgeting

Jan 29, 2019 06:30 PM - Jan 29, 2019 07:30 PM Eastern Standard Time
Location To Be Determined

Budgeting money is designed to explain what money is, how we get it, and how to budget it.

Part 1:

  • What is money?
  • Uses of money?

Part 2:

  • What is a budget?
  • Why use a budget?
  • 3 step process to creating a budget:
    • Think
    • Track
    • Review

Estate Planning and the Role of the Executor

Dec 13, 2018 12:30 PM - 01:30 PM Eastern Standard Time
17120 Leslie St Suite 200 Newmarket, ON

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

The role of the executor – what you need to know

Basic but effective estate planning strategies

6 step framework on how to build an estate plan

Hosted by: Connor Ryan, MBA

Investment Advisor - RBC Dominion Securities

 

Featuring Special Guest Speaker

Todd Simmons

Estate & Trust Officer - Royal Trust Corporation of Canada

 

 

Thursday, December 13th, 2018

12:30pm – 1:30pm

Refreshments and hors-d’oeuvres will be served

 

RBC Dominion Securities

17120 Leslie St., Suite 200

Newmarket Ontario, L3Y 8K7

​​​​​​​


What does your legacy look like?

Nov 15, 2018 06:30 PM - Nov 15, 2018 07:30 PM Eastern Standard Time
17120 Leslie St Suite 200 Newmarket, ON

Join us for a complimentary seminar, where we’ll discuss effective estate planning strategies and important things to know about the role of the executor.

 

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:

  • The role of the executor – what you need to know
  • Basic but effective estate planning strategies
  • The current market landscape and our outlook for the future

 

Featuring Special Guest Speaker

Todd Simmons

Estate & Trust Officer


Helping you and your business thrive

Oct 18, 2018 06:30 PM - 07:30 PM Eastern Daylight Time
17120 Leslie St Suite 200 Newmarket, Ontario

Join our complimentary seminar to learn about progressive wealth strategies for business owners.

 

At this event, we’ll cover tax-exempt investing, risk management and succession planning strategies that can help you and your business thrive. We’ll also provide a current market update and discuss what we expect for the future of financial markets.

Your host:

Connor Ryan, MBA

Investment Advisor

RBC Dominion Securities

 

Guest Speaker:

Colin Ardill

Estate Planning Specialist

RBC Wealth Management Financial Services

 

Refreshments and hors-d'oeuvres will be provided


Smart Investing for today's markets

Sep 20, 2018 06:30 PM - 07:30 PM Eastern Daylight Time
17120 Leslie St Suite 200 Newmarket, Ontario

At this event, we’ll discuss the state of today’s markets as well as time-tested investment principles that can help you on your path to a secure financial future.

 

Hosted By:

Connor Ryan, MBA

Investment Advisor

RBC Dominion Securities

 

Guest Speaker:

Brandon McKinnon

Vanguard Investments Canada Inc.


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