The Power of Knowledge
When it comes to wealth, it is important that our decisions are made with the best information available at the times that are most advantageous. As part of our commitment to ongoing education and to help you identify these criteria, we have the privilege of hosting a series of seminars over the coming months on various topics that may interest you or those you care about.
Investing Wisely: Putting Your Money to Work
The current investment landscape in Canada and around the world
Banking Basics: From Debit to Credit
Getting the most out of your bank account and credit products
Real Estate and Investment Properties
This history, current state and future of real estate in Vancouver
Charitable Giving: Modern Philanthropy
How to set up a charitable foundation to build a lasting legacy
Tax Efficient Living
Investing, living and spending in a tax efficient world
Investing in Art: More Than Conversation Starters
The value and market associated with works of art
Family Trusts and Holding Companies
Strategies to minimize taxes and maximize returns
Health and Wealth
The keys to a healthy lifestyle and a healthy portfolio
Financial Literacy for the Next Generation
Ensuring the future stays bright for decades to come
To confirm your interest in attending, please email firstname.lastname@example.org with the seminars you would like to attend and we will notify you of the dates in your area.
If there are topics you would like to see added, please let us know.