I am happy to say that we had a successful turnout to our exclusive Let's Talk Money seminar on June 21, 2023. It was a delicious lunch and learn session that showcased the importance of managing your Wealth and creating a Financial Plan. I covered the most important basics of investing. One of my favourite topics covered was an account that is unique to RBC DS that can help avoid probate in certain situations (Joint Gift of Beneficial Right of Survivorship). I can't stop talking about those things!!

Fraud schemes were touched on too. These investment scams are floating around Chatham-Kent. Investors need to know what to look for and how to avoid them.

Thanks to everyone who attended! #RBCWealthManagement #financialplanning