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Exclusive Private Event: A Market Update with Jim Allworth

Nov 25, 2020 12:00 PM - 01:00 PM Pacific Standard Time
Location To Be Determined

Please join us as Co-Chair of Global Portfolio Advisory Committee and Portfolio Strategist, Jim Allworth, offers compelling insights into the economy and markets. His update examines the economic progress made to date, the U.S. elections, thoughts for the year ahead, and some things learned from this crisis that are worth remembering.

Jim Allworth has been in the investment business for 51 years, both as a research analyst and portfolio strategist. He has been with RBC Dominion Securities for more than four decades, where he has developed investment policy for the firm and translated that into solutions for individual clients.


Exclusive Private Event: Will & Estate Planning 101 Webinar - Planning For The Unexpected

Oct 29, 2020 12:00 PM - 01:00 PM Pacific Daylight Time
Location To Be Determined

Please join us as Wills and Estate Lawyer, Tamara Wong from Borden Ladner Gervais LLP and Senior Trust Advisor, Catharine Turner from RBC Royal Trust discuss legal and financial items to consider in your will and estate plan.

The following topics will be covered:
- Wills: Key items and considerations
- Power of Attorney: What does it include and who should you choose for your POA
- Representation Agreement: What this includes & why it's an important component of your estate plan
- Trusts: A brief overview of the use of Trusts
- Executor: Role of the executor and key considerations in choosing the appropriate person

 

“There are two things in life that I won't do, even when begged. I won't help a friend move - way too old to say yes to that. And I won't be a friend's executor” – David Chilton, The Wealthy Barber


Exclusive Private Event: Market Update Conference Call - Navigating The Volatility and the Path Forward

Jun 02, 2020 11:00 AM - 11:45 AM Pacific Daylight Time
Event will be held on WebEx as a conference call. Vancouver, BC

Market Update with Jim Allworth - Navigating the Volatility and the Path Forward

We will be hosting an exclusive and private virtual event for our valued clients and guests.  The event will be held securely over WebEx and all attendees will remain anonymous from other attendees.  Please join us as our Portfolio Strategist Jim Allworth offers compelling insight into the economy and markets.

Jim Allworth has been in the investment business for 51 years, both as a research analyst and portfolio strategist. He has been with RBC Dominion Securities for more than four decades, where he has developed investment policy for the firm and translated that into solutions for individual clients.

 

Agenda:

11:00AM-11:05AM: Opening remarks

11:05AM-11:30AM: Jim Allworth presentation

11:30AM-11:45AM: Q&A*
*Questions will only be taken by email prior to the event.

 

RSP REQUIRED - Please let us know if you'd like to join by clicking the RSVP button below.