Inside the Vault: Tour RBCs Banking Ecosystem

Apr 03, 2024 12:00 PM Eastern Daylight Time - Apr 03, 2024 01:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

Embark on a journey through the intricate landscape of banking as we present our upcoming webinar, "Inside the Vault: Navigating the Bank's Ecosystem". Join us for an insightful exploration into the various business units and departments that shape your banking experience.

Get a tour of the various decks of the banking ship, from retail banking, commercial banking, investment banking to wealth management and more. Gain a comprehensive understanding of how each department contributes to your overall consumer experience.

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Retirement Elsewhere: Portugal

Feb 15, 2024 12:00 PM Eastern Standard Time - Feb 15, 2024 01:00 PM Eastern Standard Time
Webinar Toronto, Ontario

Join us for an eye-opening webinar as we explore the transition from the serene maple-laden landscapes of Canada to the sun-kissed shores of Portugal in your retirement years! Discover the allure of Portugal's vibrant culture, stunning landscapes, lower cost of living and retirement-friendly policies that make it the #1 country in Europe for Retirement. Learn from experts who will discuss the practicalities, financial considerations, real estate and the enriching lifestyle awaiting you in this European gem.

Join this opportunity to chart your course towards a fulfilling and vibrant retirement adventure!"


Pitch Perfect Tax Savings Strategies

Pitch Perfect Tax Savings Strategies

Jan 17, 2024 12:00 PM Eastern Standard Time - Jan 17, 2024 01:00 PM Eastern Standard Time
Webinar Toronto, Ontario

Join us for a one-of-a-kind webinar that takes retirement planning out of left field and into home-run territory! Just like Bautista mastered the art of hitting home runs, we'll guide you through Retirement Compensation Arrangements (RCAs) with a dash of humour and a pinch of Bautista-inspired flair.

Learn how Retirement Compensation Arrangements (RCAs) can help you take a powerful swing at tax savings, giving you the financial advantage you need to round the bases of retirement comfortably.

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Protecting Principal: GICs or Notes

Protecting Principal: GICs or Notes

Nov 22, 2023 07:00 PM Eastern Standard Time - Nov 22, 2023 08:00 PM Eastern Standard Time
Webinar Toronto, Ontario

Unveiling the Power of Principal Protected Notes aka "Notes"
Are you searching for a secure yet potentially rewarding investment strategy? Look no further! We invite you to an enlightening webinar where we will unravel the secrets behind Principal Protected Notes (PPNs) and why they are gaining popularity among savvy investors, and could be an alternative or compliment to GICs(Guaranteed Investment Certificates)

What You'll Discover:
• The Basics of PPNs: Get a comprehensive understanding of what Principal Protected Notes are and how they work.
• Safety First: Explore why PPNs are considered a secure investment, protecting your principal even in turbulent markets.
• Unlocking Growth Potential: Learn how PPNs can offer the potential for attractive returns, all while preserving your initial investment.
• Customized Solutions: Discover how PPNs can be tailored to your unique financial goals and risk tolerance.
• Real-World Examples: Explore case studies and examples of how PPNs have been used successfully in various market conditions.

Don't miss this opportunity to gain insights into a financial instrument that can provide you with the peace of mind of principal protection while also offering the potential for growth. Whether you're a seasoned investor or just starting your investment journey, this webinar is a must-attend event.

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Meet the Money Managers: US & Canadian Small Cap Stocks

Sep 20, 2023 07:00 PM Eastern Daylight Time - Sep 20, 2023 08:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

US Stocks
Meet the Money Managers Webinar for insights into the lens with which Aristotle Capital approaches large cap value investing. Come explore how this manager, Aristotle Capital takes a differentiated approach to managing the firm's flagship strategy, Aristotle US Large Cap Value. This bottom-up, research driven, high conviction, low turnover portfolio is currently one of the highest “Tier 1” rated strategies by RBC Global Manager Research. Aristotle is a majority employee-owned asset manager based in Southern California and backed by an experienced leadership team that has worked together for over twenty-five years. Our long-term philosophy and disciplined investment process focusing on high quality businesses at attractive valuation with compelling catalysts, has resulted in security selection being the main driver of Aristotle’s alpha and downside protection during any market environment. Tune in to learn what else sets Aristotle apart from other large cap managers.

Canadian Stocks
The ‘Small Cap Effect’ or the ability of small cap stocks to outperform large cap stocks over time is well established in global markets and is also reflected in the Canadian marketplace. Active small cap Canadian equities have, in large part, been underrepresented in portfolio asset allocation decisions. Furthermore, a focus on quality and valuation can deliver low volatility profiles, combined with very low correlations to large cap managers, and as a result offer superior diversification when combined with large cap managers.

Barrantagh Investment Management has been successfully managing Canadian Small Cap Equities for over 15 years. This asset class is often characterized as volatile, risky and commodity heavy which is understandable as it relates to the track record of the S&P/TSX Small Cap Index. We will introduce a portfolio approach significantly differentiated from the index which has delivered strong risk-adjusted returns by focusing on high quality dividend-paying small cap companies across the spectrum of industry sectors.


Value of Low-Cost ETFs & Advisor's Alpha

Jul 26, 2023 07:00 PM Eastern Daylight Time - Jul 26, 2023 08:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

Successful investing amid challenging conditions requires perspective and balance. This perspective should align with your long-term strategy and goals for savings and retirement, along with each investors’ personal level of risk. ETFs are one way to easily access a broadly diversified, low-cost and balanced portfolio.

Please join us to discuss the evolution of ETFs and how a broad-based and globally balanced investment portfolio can help you achieve your investing goals. Senior Investment Strategist Surenanthan Tharumakulasingham will discuss Vanguard suite of ETFs, their role in the current market and the value of investment advice.

He will also discuss how Vanguard’s ETFs reflect their four critical investment principles of identifying clear goals, investing with balance and diversification, minimizing costs and staying disciplined over the long-term. All of this is done with the goal of giving investors the best chance for investment success


How to Invest with Impact: Beyond Financial Returns

May 31, 2023 07:00 PM Eastern Daylight Time - May 31, 2023 08:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

Portfolios are traditionally created to earn a targeted financial return for a given level of risk. However, with Impact Investing, we believe this ‘risk & return’ calculation can also now add a third component: Impact.

Please join us for a conversation where Jon Collins, VP Sales, NEI Investments, will be discussing the NEI Global Impact suite of funds. These funds are designed to take a global investment theme, like renewable energy, and invest – at various levels of risk – to earn a financial return for clients, while at the same time being able to measure the CO2 reduction in emissions, or an equivalent number of trees planted for every $1 invested.

Investing within Impact Investments, allows you to invest in companies that are solving the world’s biggest challenges – climate change, resource scarcity, equality, and empowerment. And be rewarded for you investment in two ways: a financial return and a positive impact on the world.


Navigating Real Estate, Rates & the NEW FHSA 2023

Navigating Real Estate, Rates & the NEW FHSA 2023

Apr 26, 2023 07:00 PM Eastern Daylight Time - Apr 26, 2023 08:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

Navigating the investment landscape of real estate and the rapid shifts in prices, interest rates, qualification criteria can make your head spin.

Should you be saving your down-payment in an Retirement Savings Plan(RSP), Tax Free Savings Account(TFSA) or the new Tax Free First Home Savings Account(FHSA)?

Should and how do parents help their children get into the real estate market?

Should you be going variable or fixed rate in this environment?

If you already own a home, is not a good time to upgrade by selling first or buying first?

Is being a Landlord still lucrative in 2023?

You come with these and more questions and our Mortgage Specialist, Real Estate Agent and Financial Planner will answer these and more.

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team working together at desk

Women: Wired to Invest

Mar 29, 2023 07:00 PM Eastern Daylight Time - Mar 29, 2023 08:00 PM Eastern Daylight Time
Webinar Toronto, Ontario

90% of women will be required to play the role of sole financial decision maker at some point in their life.1

Join Orlando Lopez at this event where Tina Downing, Senior Director and Lead, Business Consulting at Russell Investments, will talk about how you can take control of your own financial security.

What you will learn:

  • The potential differences between the financial needs of men and women
  • Female life expectancy and the impact on the financial plan
  • The commonality and differences in investment approaches and risk tolerance
  • Differing needs based on age demographics
  • How emotions play a role in investment decisions
  • How to build a more secure financial future for you and your family

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Palm trees on beach

Retirement Elsewhere: US Sunbelting

Feb 22, 2023 07:00 PM Eastern Standard Time - Feb 22, 2023 08:00 PM Eastern Standard Time
Webinar Toronto, Ontario

Have you ever wondered what an extended stay outside Canada in retirement would entail? We pick up on the conversation about Retirement Elsewhere with a focus on the US Sunbelt. The sun is warmer and real estate more affordable in locales like Florida. Our guest speakers will share information about the local real estate market, the financing options for Canadians and the important legal and tax considerations to be aware of you start packing your bags.

 

Ausdy is a Realtor in Florida with boots on the ground knowledge of the market. Anne Harvey is Senior Manager of US Home Equity Financing to assist Canadians purchasing and refinancing. And Steve Levy is a Lawyer based in Montreal with a practice in Canada and Florida. 

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