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Fraud Awareness & Protection

Feb 07, 2018 06:30 PM - Feb 07, 2018 09:00 PM Eastern Standard Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

Please join us as our guest speaker, Detective Constable Martin Franssen of the Durham Regional Police, provides important information on frauds and fraud prevention. You will learn about:

  • Current frauds and scams to be aware of
  • How to protect yourself and your loved ones
  • What to do if you suspect a fraud or scam

Please feel free to invite a friend or family member that you think would benefit from this presentation.


Understanding Fees: Are You Paying Too Much?

Jan 31, 2018 07:00 PM - 09:00 PM Eastern Standard Time
RBC Dominion Securities 17 King Street East Oshawa, Ontario

As an investor it's important that the services you receive are worth the fees you pay.  Ask yourself:

  • Do I understand the fees I'm paying?
  • Am I getting good value?
  • Do I have a financial plan?

If you answered no to any of these questions, we invite you to attend our complimentary seminar.


Understanding Your Pension Options

Jan 17, 2018 07:00 PM - 09:00 PM Eastern Standard Time
RBC Dominion Securities 17 King Street East Oshawa, Ontario

Your pension will soon be a big part of your overall retirement income. The decision on how to take your pension can become very difficult, and it is extremely important to fully understand all of the options available to you. The Michie Wealth Management Group of RBC Dominion Securities can help you understand your options, and will help you decide between keeping your pension, commuting your pension to a locked-in plan, or taking a life annuity.


Retirement Planning - Tax Efficiency & Portfolio Construction

Nov 30, 2017 07:00 PM - 09:00 PM Eastern Standard Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

We welcome Clyde Catton, CPA, CA to this evening's event.  Clyde has over 20 years of public accounting experience in a variety of industries, including professionals, real estate and construction, and service industries.  

Tonight, Clyde will discuss strategies that can be implemented in to your portfolio that will create the most tax efficiency when receving income from your investments. Following Clyde's presentation, the Michie Wealth Management Group will explain how we build an investment portfolio to maximize returns while also limiting your risk exposure.


Victory Lap Retirement

Nov 15, 2017 07:00 PM - 09:00 PM Eastern Standard Time
Oshawa Golf & Curling Club 160 Alexandra Street Oshawa, Ontario

Michael Drak, author of the book "Victory Lap Retirement", will be joining us to discuss the keys to a happy retirement.  The old idea of a full-stop retirement - going from 100 percent work mode to 100 percent leisure mode - is now neither sustainable or desirable. He shares his philosophies on how to create a post-employment lifestyle that is right for you - a blend of work and play that allows you to live life to the fullest.