COVID-19 – health and safety notice. Read more
Please join us for a complimentary lunch and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
RSVP as space is limited.
Please join us for a complimentary Lunch and Learn - Your option for retirement income - have you considered all yor income options in retirement? Do you have enough money to continue doing what you love? Will you outlive your money? Join us to learn ways you can enhance your retirement pay cheque and discuss vehicles you may not have considered.
Space is limited - so please RSVP
Are you really prepared? Protecting your family can be as simple as ensuring your wishes are known and that you personal matters are updated and in order. Join us for an informative discussion on final planning and estate organization.
Lunch is complimentary - however space is limited please RSVP
You're invited to join us for a complimentary lunch and learn.
The decision to sell your family home and downsize is not an easy one to make - or agree upon. Join us to learn about factors to consider when making the big move. Please feel free to bring a friend or family member.
RSVP as space is limited.
Join us for an informative seminar to learn how to successfully organize your affairs and ensure your loved ones and legacy are protected.
Please RSVP as space is limited - Shawn MacDonald PH 905-312-2916 email: shawn.e.macdonald@rbc.com; feel free to also invite a friend or family member.
Please join us for a complimentary seminar and refreshments.
At this seminar we will review how to develop a customized plan that will help you secure the retirement you've envisioned.
Please RSVP as seating is limited.
You're invited to a complimentary lunch and learn.
Join us for an informative seminar on some of the most common estate planning mistakes and learn how to best avoid them.
Please RSVP as seating is limited
Are you experiencing Alzheimer's symptoms or concerned for someone who is? We will share the 10 Alzheimer's warning signs to watch for. We'll also discuss practical financial strategies for dealing with this life-changing illness.
Guest Speaker: Olivia Mouriopoulos, Public Educaiton Coordinator, The Alzhemer Society of Hamilton and Halton
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
Join us to learn more about these innovative housing solutions.
Guest Speakers:
Dr. Ellen Ryan, Professor Emeritus, Gerontology, McMaster University and co-leader of Hamilton Aging in Community
Sandy Lubert, Volunteer with Symbiosis, a student-senior co-housing program at McMaster
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
We will discuss what you should consider when appointing a power of attorney for personal care and personal property and what can go wrong if you don't.
Guest Speaker: Heather Watson B.A. (Hons), LL.B., Lawyer | AgroZaffiro LLP
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
A living will, like a power of attorney document, can help you choose the author who will continue writing your story when you are no longer able.
Guest Speaker: Sandy Andreychuck, MHSc., MSc. Hamilton Health Sciences, Assistant Clinical Professor, McMaster University
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
Please join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
What are real assets? A real asset is tangible asset you can touch. These assets have intrinsic value that can be exchanged for other goods & services, join us to find out how and why at this complimentary lunch n learn.
Are you really prepared? Protecting your family can be as simple as ensuring your wishes are known and that your personal matters are updated and in order. Light refreshments and admission to the Mum Show
Call 905-546-2424 ext. 5052
We can't predict natural disasters, but there are plenty of ways to be prepared. Please join our complimentary lunch and learn, where we'll share tips to help you have what you need in case of an emergency.
Join us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.
Please join us for a free lunch and learn on Downsizing your home in retirement. Please join us for an interactive advice event on this important topic and before you make the big move.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Ladies of Royal LePage: Debby McNair – Allies in Downsizing
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event
Please join us for a free lunch and learn on Talking Money with Adult Children. Have you had the money talk? How do you engage your busy family in conversation around finances? Please join us for an interactive advice event on this important topic.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Sean Crockett, District Vice-President – Fidelity Investments.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.
Please join us for a free lunch and learn on Senior Housing. The decision to sell your family home and downsize is not an easy one to make – or agree upon. Join us to learn about factors to consider when making the big move.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Leslie Watson, Executive Director – Summit Heights Retirement Residence.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.
Please join us for a free lunch and learn on Financial Plans. Learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.
Please join us for a complimentary lunch and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
RSVP as space is limited.
Please join us for a complimentary Lunch and Learn - Your option for retirement income - have you considered all yor income options in retirement? Do you have enough money to continue doing what you love? Will you outlive your money? Join us to learn ways you can enhance your retirement pay cheque and discuss vehicles you may not have considered.
Space is limited - so please RSVP
Are you really prepared? Protecting your family can be as simple as ensuring your wishes are known and that you personal matters are updated and in order. Join us for an informative discussion on final planning and estate organization.
Lunch is complimentary - however space is limited please RSVP
You're invited to join us for a complimentary lunch and learn.
The decision to sell your family home and downsize is not an easy one to make - or agree upon. Join us to learn about factors to consider when making the big move. Please feel free to bring a friend or family member.
RSVP as space is limited.
Join us for an informative seminar to learn how to successfully organize your affairs and ensure your loved ones and legacy are protected.
Please RSVP as space is limited - Shawn MacDonald PH 905-312-2916 email: shawn.e.macdonald@rbc.com; feel free to also invite a friend or family member.
Please join us for a complimentary seminar and refreshments.
At this seminar we will review how to develop a customized plan that will help you secure the retirement you've envisioned.
Please RSVP as seating is limited.
You're invited to a complimentary lunch and learn.
Join us for an informative seminar on some of the most common estate planning mistakes and learn how to best avoid them.
Please RSVP as seating is limited
Are you experiencing Alzheimer's symptoms or concerned for someone who is? We will share the 10 Alzheimer's warning signs to watch for. We'll also discuss practical financial strategies for dealing with this life-changing illness.
Guest Speaker: Olivia Mouriopoulos, Public Educaiton Coordinator, The Alzhemer Society of Hamilton and Halton
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
Join us to learn more about these innovative housing solutions.
Guest Speakers:
Dr. Ellen Ryan, Professor Emeritus, Gerontology, McMaster University and co-leader of Hamilton Aging in Community
Sandy Lubert, Volunteer with Symbiosis, a student-senior co-housing program at McMaster
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
We will discuss what you should consider when appointing a power of attorney for personal care and personal property and what can go wrong if you don't.
Guest Speaker: Heather Watson B.A. (Hons), LL.B., Lawyer | AgroZaffiro LLP
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
A living will, like a power of attorney document, can help you choose the author who will continue writing your story when you are no longer able.
Guest Speaker: Sandy Andreychuck, MHSc., MSc. Hamilton Health Sciences, Assistant Clinical Professor, McMaster University
Attendance is complimentary, but seating is limited. You are invited to bring along a friend, family member or colleague who you think would benefit from this advice event. Please RSVP to Shawn MacDonald PH 905-312-2916 or email shawn.e.macdonald@rbc.com.
Please join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
What are real assets? A real asset is tangible asset you can touch. These assets have intrinsic value that can be exchanged for other goods & services, join us to find out how and why at this complimentary lunch n learn.
Are you really prepared? Protecting your family can be as simple as ensuring your wishes are known and that your personal matters are updated and in order. Light refreshments and admission to the Mum Show
Call 905-546-2424 ext. 5052
We can't predict natural disasters, but there are plenty of ways to be prepared. Please join our complimentary lunch and learn, where we'll share tips to help you have what you need in case of an emergency.
Join us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.
Please join us for a free lunch and learn on Downsizing your home in retirement. Please join us for an interactive advice event on this important topic and before you make the big move.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Ladies of Royal LePage: Debby McNair – Allies in Downsizing
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event
Please join us for a free lunch and learn on Talking Money with Adult Children. Have you had the money talk? How do you engage your busy family in conversation around finances? Please join us for an interactive advice event on this important topic.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Sean Crockett, District Vice-President – Fidelity Investments.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.
Please join us for a free lunch and learn on Senior Housing. The decision to sell your family home and downsize is not an easy one to make – or agree upon. Join us to learn about factors to consider when making the big move.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Leslie Watson, Executive Director – Summit Heights Retirement Residence.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.
Please join us for a free lunch and learn on Financial Plans. Learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.
Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.