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Workshop: The Individual Pension Plan at RBC Dominion Securities (by WEBEX)

Feb 26, 2021 09:30 AM - 10:30 AM Pacific Standard Time
**Virtual Event Only** Suite 500-730 View Street Victoria, British Columbia

Workshop: The Individual Pension Plan (IPP)

1) IPP Basics:
Jeremy Stephen, Portfolio Manager
RBC Dominion Securities (Victoria, BC)
- IPP Benefits
- RBC's leadership position in IPP implementation
- Investment Options
- Costs
- Plan life cycle

2) IPP Pre-Implementation Illustrations for your Client
Normand Frenette
Senior Consulting Actuary
Buck Consultants (Ottawa, ON)
- IPP vs RSP
- Options at Retirement
- Benefits at Retirement
- Fee deductibility

3) IPP Set Up and Analysis Support
Chris Tam 
RBC Wealth Management Services Support (Montreal, PQ)
- What happens behind the scenes
- Why we use Buck over other actuaries

4) Wrap Up/Q&A

Investing in a Post COVID World (by WEBEX)

Feb 18, 2021 09:00 AM - 09:30 AM Pacific Standard Time
** Virtual Event Only ** Suite 500-730 View Street Victoria, British Columbia

- Unprecedented fiscal and monetery stimulus

- "Near Zero" interest rates

- Preparing for inflation

- Preferred and Common shares for yield and the Canadian Dividend Tax Credit

- Equities for growth and positive real return (There is no alternative)

- Alternatives (There is an alternative)

Get to Know The Hillyard Stephen Group at RBC Dominion Securities (by WEBEX)

Dec 10, 2020 09:00 AM - 09:30 AM Pacific Standard Time
By WEBEX Email for link Victoria, BC

Interested in learning more about full service wealth management planning at RBC but not quite ready to meet face to face? Join us for an upcoming team introduction presentation from the comfort of your own home.

Investing in a post COVID-19 world

Oct 22, 2020 09:00 AM - 10:00 AM Pacific Daylight Time
A Virtual Event Victoria, BC

The Hillyard Stephen Group of RBC Dominion Securities Presents:

 

Investing in a post COVID-19 world - a virtual event

 

Topics Covered:

  • Fixed Income Investing in a “Near Zero” Bond and GIC Yield Environment
  • Dividends & The Dividend Tax Credit
  • Alternatives to Equity & Fixed Income
  • Investing During Periods of Inflation

Please RSVP to Michelle Oger at michelle.oger@rbc.com or by phone at 250-356-3977.

Investing in a post COVID-19 world

Sep 30, 2020 10:00 AM - 11:00 AM Pacific Daylight Time
Satellite Grille at Arbutus Ridge 3515 Telegraph Road Cobble Hill, BC

The Hillyard Stephen Group of RBC Dominion Securities presents:

 

Investing in a post COVID-19 world

 

Topics Covered:

  • Fixed Income Investing in a "Near Zero" Bond and GIC Yield Environment
  • Dividends & The Dividend Tax Credit
  • Alternatives to Equity and Fixed Income
  • Investing During Periods of Inflation

Online and in person attendance options available.  Please RSVP to Michelle Oger at michelle.oger@rbc.com or by phone at 250-356-3977