Educating, entertaining, and connecting our clients

Rhonda has always had a passion for bringing people together and orchestrating an event to remember. For many years now, we have curated exclusive events that educate, entertain, connect, and demonstrate our appreciation for our clients. Please RSVP or contact us to learn more.

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RBC Trend and Cycle Technical Outlook - Thursday, November 21st @ 10:00 a.m. PST

Nov 21, 2024 10:00 AM Pacific Standard Time - Nov 21, 2024 11:00 AM Pacific Standard Time
Location To Be Determined

We are pleased to invite you to an exclusive virtual event, RBC Trend and Cycle Technical Outlook, hosted by Hymers Private Wealth with guest speaker, Rob Sluymer, CFA, RBC Wealth Management technical strategist.

Rob will offer a technical perspective on the long-term structural trends and cycles in place for equity markets, and sector and industry group opportunities and risks moving into 2025. As well, the discussion will cover the current four-year cycle that began in Q4 2022 with a focus on what would be needed to change our positive outlook.

We hope you’ll join us for an engaging and informative session. Please kindly register using the link below to secure your spot.


Introducing Blackstone Private Equity Strategies Fund (BXPE)

Nov 14, 2024 02:30 PM Eastern Standard Time - Nov 14, 2024 03:30 PM Eastern Standard Time
Location To Be Determined

Join us as RBC Wealth Management’s Mikhial Pasic moderates a discussion with Steve Schwarzman, CEO and Co-Founder of Blackstone and Viral Patel, CEO of Blackstone Private Equity Strategies Fund (BXPE).

Steve will provide an introduction to Blackstone as a firm and outline how this fund sits at the intersection of their industry-leading capabilities in both private equity and product development in the private wealth channel. Viral will provide an overview of the fund and discuss the merits of private equity as an asset class.


The Election is Over - Now What's Next? with Janet Engels, Head of the Portfolio Advisory Group U.S.

Nov 14, 2024 09:00 AM Pacific Standard Time - Nov 14, 2024 10:00 AM Pacific Standard Time
Location To Be Determined

We are pleased to invite you to an exclusive virtual event hosted by Hymers Private Wealth, The Election is Over – Now What’s Next? As global markets respond to the recent U.S. election, we recognize the importance of understanding how these developments may shape the financial landscape and our investment strategies. This event is designed to provide you with in-depth insights and guidance on potential impacts and opportunities.

Our featured speaker, Janet Engels, Head of the Portfolio Advisory Group U.S., will deliver a comprehensive market update, discussing the potential economic and financial implications of the election outcome. She will examine how recent shifts may affect various sectors and asset classes and highlight key trends and strategies for navigating this evolving landscape.


US Equities: Where do we stand? An Exquisite Dinner at The Ranchmen's Club in Calgary

Oct 10, 2024 05:30 PM Mountain Daylight Time - Oct 10, 2024 07:30 PM Mountain Daylight Time
Ranchmen's Club - 710 13th Ave SW, Calgary, AB

Join us for this insightful evening with guest speaker Brad Willock, Managing Director & Senior Portfolio Manager, North American Equities, RBC Global Asset Management. Brad will discuss the current market environment for U.S. equities, and share his outlook for the next year. In particular, he will explore the potential impact of tighter monetary policy and debt ceiling negotiations, and how he is positioning his portfolio in response.


US Equities: Where do we stand? Wine & cheese reception at O'Rourke Family Estate with Brad Willock and Hymers Private Wealth

Oct 09, 2024 03:00 PM Pacific Daylight Time - Oct 09, 2024 04:45 PM Pacific Daylight Time
O'Rourke Family Estate Winery Lake Country, BC

Please join us for a unique opportunity to experience the O’Rourke Family Estate Owner’s House for a market update and wine and cheese reception with Brad Willock, Managing Director & Senior Portfolio Manager, North American Equities, RBC Global Asset Management. Brad will discuss the current market environment for U.S. equities, and share his outlook for the next year. In particular, he will explore the potential impact of tighter monetary policy and debt ceiling negotiations, and how he is positioning his portfolio in response.


US Equities: Where do we stand? Market Update at Quails' Gate Winery with Brad Willock and Hymers Private Wealth

Oct 09, 2024 12:00 PM Pacific Daylight Time - Oct 09, 2024 01:30 PM Pacific Daylight Time
Quails' Gate Winery West Kelowna, BC

Please join us for an informative discussion over lunch at the Stewart Family Room at Quails' Gate Winery. Guest speaker Brad Willock, Managing Director & Senior Portfolio Manager, North American Equities, RBC Global Asset Management, will discuss the current market environment for U.S. equities. Brad will also share his expert insights and outlook for the next year. In particular, he explores the potential impact of tighter monetary policy and debt ceiling negotiations, and how he is positioning his portfolio in response.


Thinking about what comes next? Wine & Canapes at Northview Golf and Country Club with Jim Allworth, Investment Strategist

Sep 10, 2024 04:00 PM Pacific Daylight Time - Sep 10, 2024 06:00 PM Pacific Daylight Time
Northview Golf & Country Club 6857 - 168 St. Surrey, BC

Click here for PDF invitation

Join us at Northview Golf & Country Club in Surrey on September 10th for afternoon Wine & Canapes, for a timely and informative discussion with Jim Allworth. Jim will share his expert insight on recent market volatility, provide an overview of the current geopolitical tensions, and how monetary policy is evolving amidst the backdrop of shifting expectations in the global economic landscape. Jim will share insights developed over his 51 years in the industry, as both a research analyst and portfolio strategist. Attendance is complimentary, but space is limited. Kindly RSVP – indicating which presentation you prefer to attend – to Callum Hymers at callum.hymers@rbc.com


Thinking about what comes next? Breakfast in Vancouver with Jim Allworth, Investment Strategist

Sep 10, 2024 08:30 AM Pacific Daylight Time - Sep 10, 2024 10:00 AM Pacific Daylight Time
885 W Georgia St 2nd Floor Vancouver, BC

Click here for the PDF invitation

Join us on September 10th for a timely and informative breakfast  and discussion with Jim Allworth. Jim will share his expert insight on recent market volatility, provide an overview of the current geopolitical tensions, and how monetary policy is evolving amidst the backdrop of shifting expectations in the global economic landscape. Jim will share insights developed over his 51 years in the industry, as both a research analyst and portfolio strategist. Through four decades at RBC Dominion Securities, Jim has developed investment policy for the firm and turned that into effective solutions for clients. Attendance is complimentary, but space is limited. Kindly RSVP to Callum Hymers at callum.hymers@rbc.com


ESG Investing: The what, why, and how

Jun 19, 2024 09:00 AM Pacific Daylight Time - Jun 19, 2024 10:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

Please join us Wednesday, June 19 @ 9:00 AM PT for a virtual presentation with Catherine Philogene of RBC Global Asset Management. Catherine will delve into the importance of integrating ESG considerations into investment decision-making processes, and discuss strategies for identifying ESG opportunities and risks, and how these factors can contribute to long-term value creation within portfolios. This presentation is ideal for anyone interested in learning more about the growing significance of ESG in today’s investment landscape.


Market outlook: The recession that never was?

Jun 13, 2024 09:00 AM Pacific Daylight Time - Jun 13, 2024 10:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

The most anticipated recession in history has yet to arrive. Is the runway clear for a soft landing or should we fasten our seatbelts for a bout of economic turbulence? Join us June 13 @ 9:00 AM PT for this insightful virtual discussion with guest speakers Gopa Nair and Patrick McAllister from RBC’s Portfolio Advisory Group.

 


Shaping the future of finance with Artificial Intelligence

May 24, 2024 09:00 AM Pacific Daylight Time - May 24, 2024 10:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

We are pleased to invite you to a virtual presentation to learn more about Borealis AI, an RBC Institute for Research. This curiosity-driven research center is dedicated to achieving state-of-the-art in machine learning, and creating real-world impact thought scientific pursuit. Our discussion with Selina Wang will explore how AI is transforming and shaping the future of finance.

Featuring guest speaker Selina Wang, CFA Group Business Engagement Lead, Capital Markets and Wealth Management, Borealis AI. Selina is responsible for developing AI strategies and fostering strategic partnerships for the Capital Markets and Wealth Management portfolios at RBC. She leads cross-functional teams on the development of high-impact AI solutions tailored for RBC stakeholders, ensuring that innovation aligns with business priorities.


Market Update with Stu Kedwell & Hymers Private Wealth

May 10, 2024 09:00 AM Pacific Daylight Time - May 10, 2024 10:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

Please join us for this informative webinar providing an expert overview on North American equities. Our guest speaker, Stuart Kedwell - Managing Director, Senior Portfolio Manager & Co-Head of North American Equities for RBC Global Asset Management - will provide a general update and insights on what the current outlook could mean for investors. We look forward to an engaging discussion.


Smart Start: Financial Literacy for today with Christa Russell & Hymers Private Wealth

May 06, 2024 04:00 PM Pacific Daylight Time - May 06, 2024 06:00 PM Pacific Daylight Time
1631 Dickson Ave 1200 Kelowna, BC

For your teens and young adults!

Please join us in the Hymers Private Wealth Boardroom on May 6 @ 4:00 P.M for an interactive financial literacy session designed to help equip you with valuable tools and insights to make informed decisions about money.

From budgeting basics to understanding the importance of saving and investing, we will explore key concepts that lay the foundation for financial success.

Attendance is complimentary, but space is limited. Please RSVP to Darlene La Valley at 250 - 717 - 4947 or darlene.lavalley@rbc.com


The income is back in fixed income

Apr 12, 2024 09:00 AM Pacific Daylight Time - Apr 12, 2024 10:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

Join us for this insightful webinar featuring guest speaker Josh Nye, Fixed Income Strategist, Portfolio Advisory Group of RBC Dominion Securities. Josh will discuss the current outlook for fixed income investments and what this could mean for your portfolio. Gain expert insights on potential opportunities to take advantage of significantly higher available yields across the fixed income market.


Technical outlook: Investing opportunities and risks through 2024

Mar 21, 2024 10:00 AM Pacific Daylight Time - Mar 21, 2024 11:00 AM Pacific Daylight Time
Virtual Event Kelowna, BC

Join us for this informative webinar featuring Rob Sluymer, Portfolio Advisory Group Technical Strategist. Rob will review the technical outlook for markets with a focus on:

• Secular trends and cycles that could benefit equity markets into the mid-2030s

• A review of the four-year cycle and its usefulness in the investment process

• Tactical, first- and second-quarter headwinds and tailwinds potentially developing

• The technical backdrop for interest rates, currencies and commodities

• Sector leadership and discussion of what might be changing


Market update: Current trends and insights

Mar 06, 2024 09:00 AM Pacific Standard Time - Mar 06, 2024 10:00 AM Pacific Standard Time
Virtual Event Kelowna, BC

Krystyne Manzer, Vice President and Portfolio Specialist for RBC Global Asset Management, discusses the current outlook for the economy and markets, including key trends and opportunities.

 

Please click here for the event replay.


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No matter your unique financial situation, our team is equipped to offer personalized advice to help you address it.

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