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Inflation, stock market and interest rates!

Nov 08, 2022 06:30 PM Eastern Standard Time - Nov 08, 2022 08:00 PM Eastern Standard Time
38 Front St. W. Strathroy, ON

Are you worried about inflation?

Concerned about reaching your retirement goals?

Rising interest rates on your mortgage and loans?

 

Join us for a casual conversation on how we can help ease your concerns in these volatile times? 

Porsche, Prosecco & Prosperity

Jun 09, 2022 07:30 PM Eastern Daylight Time - Jun 09, 2022 09:30 PM Eastern Daylight Time
1265 Wharncliffe Rd S. London, Ontario

Fickling Wealth Management is pleased to invite you to the ultra-exclusive event of the year.

Join us for an exclusive event where we will discuss tax efficient investing for personal and corporate wealth while given the opportunity to view the latest Porsche models while sipping on a glass of Prosecco.

 

We will be featuring tax expert Michelle Munro of Fidelity Investments and Chris Yeoman of Porsche London. Sponsored by Carol Fickling of Fickling Wealth Management and Gabe Valente of Valente CPA’s.

Porsche, Prosecco & Prosperity

A special thanks to our partners at Porsche of London for offering their new beautiful space so that we could share some valuable contents. In addition, we would like to thank Valente CPA’s for their partnership and remarkable knowledge in taxes.

We discussed that when it comes to tax minimization, the use of corporate class mutual fund structures is a strategy can have significant benefits to individuals and corporation. They combine flexibility, security and tax efficiency while also having the ability to pool income and expenses of all funds in a fund family.

Thank you to all that had the opportunity to attend!

See you all at our next event! 

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