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Have You Been Named As An Executor For A Loved One?

Nov 27, 2018 07:00 PM - 09:00 PM Eastern Standard Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

While being appointed an executor of someone's Will can feel like an honour, it is also a tremendous responsibility. Please join us for an educational seminar to help you prepare. Estate Planning experts will discuss:

  • The role and responsibilities of an executor
  • The process of settling an estate
  • Common issues executors face
  • Where an executor can get help

Where Do We Go From Here?

Nov 14, 2018 11:30 AM - 02:00 PM Eastern Standard Time
Tosca Banquet Hall 800 Champlain Avenue Oshawa, Ontario

Please join us as our Chief Investment Strategist, Jim Allworth, provides insights into the 2019 economic and market outlook.

 

Please note that we have a limited number of seats available for this event and reservations are required. Please RSVP as soon as possible if interested in attending.


Maximize Your Retirement Income

Oct 17, 2018 06:30 PM - Oct 17, 2018 09:00 PM Eastern Daylight Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

You’ve worked hard to build your retirement nest egg – now it’s time to make sure it works equally hard for you. Please join us as we discuss strategies that can help you minimize tax, provide stable cash flow and manage volatility in your investment portfolio.


Understanding Your Pension Options

Sep 25, 2018 07:00 PM - Sep 25, 2018 08:30 PM Eastern Daylight Time
RBC Dominion Securities 17 King Street East Oshawa, Ontario

Your pension will soon be a big part of your overall retirement income. The decision on how to take your pension can become very difficult, and it is extremely important to fully understand all of the options available to you. The Michie Wealth Management Group of RBC Dominion Securities can help you understand your options, and will help you decide between keeping your pension, commuting your pension to a locked-in plan, or taking a life annuity.


What to Expect From the Markets?

May 15, 2018 06:30 PM - May 15, 2018 08:30 PM Eastern Daylight Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

An increased level of volatility in 2018 leaves investors trying to understand the market risks and opportunities impacting their investments. Philip Petursson, Chief Investment Strategist, will provide a current market update, expectations for the future, and strategies that can help you navigate the market to improve your overall return potential.


Wills & Powers of Attorney: Helping You Protect Your Estate

Apr 11, 2018 06:30 PM - Apr 11, 2018 08:30 PM Eastern Daylight Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

Power of Attorney (POA) and Wills may be the most important documents that you will ever sign. Unfortunately, they can also be the most vulnerable to fraud.You are invited to our educational seminar where our guest speaker, Detective Constable Martin Franssen, will discuss how you can protect yourself from fraud when estate planning, or when acting as a Power of Attorney for someone else.


Fraud Awareness & Protection

Feb 07, 2018 06:30 PM - Feb 07, 2018 09:00 PM Eastern Standard Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

Please join us as our guest speaker, Detective Constable Martin Franssen of the Durham Regional Police, provides important information on frauds and fraud prevention. You will learn about:

  • Current frauds and scams to be aware of
  • How to protect yourself and your loved ones
  • What to do if you suspect a fraud or scam

Please feel free to invite a friend or family member that you think would benefit from this presentation.


Understanding Fees: Are You Paying Too Much?

Jan 31, 2018 07:00 PM - 09:00 PM Eastern Standard Time
RBC Dominion Securities 17 King Street East Oshawa, Ontario

As an investor it's important that the services you receive are worth the fees you pay.  Ask yourself:

  • Do I understand the fees I'm paying?
  • Am I getting good value?
  • Do I have a financial plan?

If you answered no to any of these questions, we invite you to attend our complimentary seminar.