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.
RSVPPlease 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
RSVPJoin us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.
RSVPWe 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.
RSVPAre 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
RSVPWhat 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.
RSVPPlease join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
RSVPPlease 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.
Presented by the City of Hamilton & Hamilton Cemeteries, please join me at Gage Park Greenhouse for this interactive afternoon where we will discuss wills and Power of Attorney. Lunch will be served.
Are you experiencing Alzheimer’s symptoms or concerned for someone who is? At our complimentary seminar, 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.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Olivia Mouriopoulos from The Alzheimer Society of Hamilton and Halton.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Have you had the money talk? How do you engage your busy family in a conversation around finances? Please join us for an interactive and informative seminar 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 with Guest Speaker Sean Crockett, District Vice President from Fidelity.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Please join us for an interactive and informative seminar on estate planning strategies and learn how you can minimize your probate costs.
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 emily.youngblut@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 seminar.
Please join us for a free lunch and learn on fraud awareness. We’ll share tips and tricks to help you protect your information, as well as strategies for spotting common scams and staying one step ahead of the fraudsters.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with a Guest Speaker from the Burlington Police.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
At this event, we’ll discuss what you should consider when appointing a power of attorney for personal care,and what can go wrong if you don’t.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner and Guest Speaker Susan Hyatt, CEO of Silver Sherpa.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Learn how you can protect your loved ones’ future with a properly structured Will and power of attorney.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Heather Watson, associate lawyer at Agro Zaffiro, Barristers & Solicitors.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
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.
RSVPPlease 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
RSVPJoin us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.
RSVPWe 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.
RSVPAre 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
RSVPWhat 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.
RSVPPlease join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.
RSVPPlease 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.
Presented by the City of Hamilton & Hamilton Cemeteries, please join me at Gage Park Greenhouse for this interactive afternoon where we will discuss wills and Power of Attorney. Lunch will be served.
Are you experiencing Alzheimer’s symptoms or concerned for someone who is? At our complimentary seminar, 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.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Olivia Mouriopoulos from The Alzheimer Society of Hamilton and Halton.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Have you had the money talk? How do you engage your busy family in a conversation around finances? Please join us for an interactive and informative seminar 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 with Guest Speaker Sean Crockett, District Vice President from Fidelity.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Please join us for an interactive and informative seminar on estate planning strategies and learn how you can minimize your probate costs.
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 emily.youngblut@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 seminar.
Please join us for a free lunch and learn on fraud awareness. We’ll share tips and tricks to help you protect your information, as well as strategies for spotting common scams and staying one step ahead of the fraudsters.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with a Guest Speaker from the Burlington Police.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
At this event, we’ll discuss what you should consider when appointing a power of attorney for personal care,and what can go wrong if you don’t.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner and Guest Speaker Susan Hyatt, CEO of Silver Sherpa.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.
Learn how you can protect your loved ones’ future with a properly structured Will and power of attorney.
Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Heather Watson, associate lawyer at Agro Zaffiro, Barristers & Solicitors.
Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@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 seminar.