As part of our service offering, we host various educational events on various topics.*Required fields
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Enhanced Investor Control Lunch Presentation
1055 West Georgia Street, 32nd Floor Vancouver, BC
With the recent tax changes, many individuals and families are struggling to find investment solutions that will continue to meet their future income needs.
Join us for an informative lunch presentation on how those with surplus funds in their corporate structure can retain and distribute money more tax efficiently and allow you to keep more of your hard earned nest egg.
Hosted by The Wealth Management Team of Stephanie Woo, FMA, CIM
Featured Guest Speaker: Robert Handelmann, CPA, CA, CFP, CIM, Natixis Global Asset Management
Women Empowering Women: Connect...Collaborate...Celebrate
Holts Café 737 Dunsmuir Street Vancouver, BC
Whether you are an executive of a large corporation, private family enterprise or an entrepreneur, we invite you to join us for a dynamic event with other successful women leaders in business and in life.
Hosted by the Wealth Management Team of:
Stephanie Woo, FMA, CIM
Investment & Wealth Advisor, RBC Dominion Securities
Featuring Special Guest Speaker
Carol Lynde, President & Chief Operating Officer, Bridgehouse Asset Managers
Sept 8th - Market Update with Jim Allworth
1055 West Georgia, 32nd Floor Vancouver, BC
Join us for a special presentation "Where do we go from here?" with our guest presenter Jim Allworth as he offers compelling insight into what changes he foresees in the economy, interest rates and investment environment over the next few years, and what shifts investors should make in their thinking.
Jim Allworth has been in the investment business since 1968, as both a research analyst and portfolio strategist. He is vice-chair of the RBC Capital Markets Investment Strategy Committee, which provides direction on the outlook for financial markets to the rest of the firm and to our clients.
Philanthropy & Wine Tasting Event
Marquis Wine Cellars 1034 Davie Street Vancouver, BC
Come join us to learn more about philanthropy and options on how to best donate during your lifetime and leave a legacy.
Invitation includes a wine tasting of “Hidden Gems from Around the World” and a chance to network with other professionals and philanthropists.