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Estate and Financial Planning for Families and Business Owners

Mar 29, 2023 04:00 PM Eastern Daylight Time - Mar 29, 2023 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for this informative webinar that will outline the fundamentals of estate
planning. Our expert guest speakers will discuss what you need to know about
Wills and estates, trusts, powers of attorney, and considerations to keep in mind
when appointing an executor. 

 

 

 

New Investment Opportunities in this Emerging Higher Interest-Rate Environment

Dec 12, 2022 04:00 PM Eastern Standard Time - Dec 12, 2022 05:00 PM Eastern Standard Time
Location To Be Determined

A Virtual Presentation
Monday, December 12th, 2022 | 4:00 p.m.

For our pre-holiday seminar, I’m doing something a little different: I’ve got two presenters who will each do a 20 minute presentation. For the first time in many years, with elevated interest rates that are expected to remain higher for longer, there are a lot of fixed income, capital safe products to invest in, that don’t have the ups and downs of the stock market, while providing yields that haven’t been available for at least a decade.

 

So hoping you can join, we will have all the bugs sorted out on this one: promise!

 

Click here to register: REGISTER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Where is Canadian Real Estate Headed?

 

Wednesday, January 26, 2022 | 4:00 – 5:00 p.m.

 

Please join me on January 26th for an exclusive conversation with Anthony Scilipoti, the CEO of Veritas Investment Research, an independent think tank on the Canadian housing market.

 

In partnership with:

VERITAS ASSET MANAGEMENT

 

Veritas is a data driven research firm that is a leading voice on Canadian real estate trends. Known for their annual housing market conference, the firm's research is used by institutional investors to make market investment decisions.

I am excited to bring their in-depth expertise to my investors and friends through an intimate chat with Anthony on January 26th.

 

  Guest speaker:

Anthony and his partners founded Veritas Investment Research in 2000 and launched Veritas Asset Management in 2016 as a way to take action on the research ideas. He serves as the lead portfolio manager on the company’s funds.

Anthony is a Fellow Chartered Public Accountant, a Fellow Chartered Accountant, a Certified Public Accountant (Illinois) and a member of the Association of Certified Fraud Examiners. Anthony also has served as a member of the Ontario Securities Commission’s Continuous Disclosure Advisory Committee since 2006. In 2019, he was appointed to the Board of the Capital Markets Advisory Committee of the International Accounting Standards Board.

 

Anthony Scilipoti

CEO of Veritas

Investment Research

Click Here to Register

 

 

If you have any questions, please contact Joshua Kingsmill,

at 416 842 6717 or email joshua.kingsmill@rbc.com.