There are no events to show

Socially Responsible Investing: Creating Impact with your Investment Dollar

Nov 23, 2017 11:00 AM - 12:00 PM Pacific Standard Time
1175 Beach Drive Victoria, BC

Please join us for an information session relating to Socially Responsible (SRI) and Environmental and Social Governance (ESG) Investing. We will be discussing the concepts in general and will be looking at some specific investments and investment fund options in this space.

 

Where: The Oak Bay Beach Hotel Library

When: Thursday, November 23rd at 11am (~1 hour)

Who: Matt Hillyard and Jon Goody from The Hillyard Stephen Group at RBC Wealth Management

         Coby Bucci, Northwest Ethical Investment Funds (NEI)

Cost: There is no cost to attend this event but space is limited

RSVP: jon.goody@rbc.com

Scrap Metal Drive to Benefit The David Foster Foundation

Jun 10, 2017 09:00 AM - 04:00 PM Pacific Daylight Time
Multiple Locations. See Poster Victoria, BC

"Estate Smart" Workshop: Planning, Asset Transfer, and the New JGBRS Account Option

May 16, 2017 10:00 AM - 11:30 AM Pacific Daylight Time
The Oak Bay Beach Hotel 1175 Beach Drive Victoria, BC

Please join us for a free workshop centred around effective estate planning strategies and the efficient transfer of assets at death. We will also be discussing the new "Joint Gifted Beneficial Right of Survivourship" (JGBRS) accounts and how they work.

 

Event Details: Tuesday, May 16th, 2017, 10-11:30

 

Venue: The Oak Bay Beach Hotel Library, 1175 Beach Drive, Victoria, BC

 

Cost: There is no cost to attend this event.

 

RSVP: Space is limited for this event. Please RSVP by phone at 250-356-4826 or by email to jon.goody@rbc.com

 

There are no events to show

Socially Responsible Investing: Creating Impact with your Investment Dollar

Nov 23, 2017 11:00 AM - 12:00 PM Pacific Standard Time
1175 Beach Drive Victoria, BC

Please join us for an information session relating to Socially Responsible (SRI) and Environmental and Social Governance (ESG) Investing. We will be discussing the concepts in general and will be looking at some specific investments and investment fund options in this space.

 

Where: The Oak Bay Beach Hotel Library

When: Thursday, November 23rd at 11am (~1 hour)

Who: Matt Hillyard and Jon Goody from The Hillyard Stephen Group at RBC Wealth Management

         Coby Bucci, Northwest Ethical Investment Funds (NEI)

Cost: There is no cost to attend this event but space is limited

RSVP: jon.goody@rbc.com

Scrap Metal Drive to Benefit The David Foster Foundation

Jun 10, 2017 09:00 AM - 04:00 PM Pacific Daylight Time
Multiple Locations. See Poster Victoria, BC

"Estate Smart" Workshop: Planning, Asset Transfer, and the New JGBRS Account Option

May 16, 2017 10:00 AM - 11:30 AM Pacific Daylight Time
The Oak Bay Beach Hotel 1175 Beach Drive Victoria, BC

Please join us for a free workshop centred around effective estate planning strategies and the efficient transfer of assets at death. We will also be discussing the new "Joint Gifted Beneficial Right of Survivourship" (JGBRS) accounts and how they work.

 

Event Details: Tuesday, May 16th, 2017, 10-11:30

 

Venue: The Oak Bay Beach Hotel Library, 1175 Beach Drive, Victoria, BC

 

Cost: There is no cost to attend this event.

 

RSVP: Space is limited for this event. Please RSVP by phone at 250-356-4826 or by email to jon.goody@rbc.com

 

The Hillyard Stephen Group is a full service, multi advisor, wealth management team that services clients out of the RBC Dominion Securities offices in Victoria, BC, Canada.

The team consists of an Associate Portfolio Manager & Wealth Advisor: Jeremy Stephen, an Associate Portfolio Manager & Financial Planner: Matthew Hillyard, an Investment Advisor: Jon Goody, an Associate Advisor: Jessica Russell, and multiple wealth management services/compliance/support staff.

The team spends the bulk of their time providing professional wealth counsel to high net worth families on Southern Vancouver Island but is also focused on advising well capitalized institutional clients across the Province of BC. The institutional portion of their business caters to foundations/endowments, charities, trusts, "for profit" businesses, and multiple government/government agency offices.

As a well established and experienced team within the firm, The Hillyard Stephen Group is an appropriate option for families with $1MM+ in investable assets and for institutional relationships with assets in excess of $5MM.