Webinars

From Estate Planning to Estate Doing

Member Webinar – Summer Speaker Series II – July 21st 12:30-1:00 pm

In session 2 of 4 in our Summer Webinar Series, join us and Doug Carroll, a Tax and Estate Specialist from Aviso Wealth Inc. for a 30-minute lunch time webinar presentation on this important aspect of financial planning, because you don’t have nine lives to figure it out.

Estate planning is more than simply ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly, who matters to you. In this webinar, we’ll begin with the people, move on to the process and the key documents, and then canvas ways to save cost, time and taxes as you get going with your planning.

Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.

Navigating COVID-19 Market Conditions for Investors

Member Webinar – Wednesday June 3, 12:30 pm

Richard Davies, Tandia’s President & CEO invites you to join us and NEI Investments - Canada's leader in responsible investing – in a 30-minute lunch-time webinar presentation that will cover the impact that recent volatility has had on the markets and what that could mean for investing opportunities and challenges ahead. 

Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.

Financial Clarity in times of Stress

Now more than ever, financial literacy and planning are critical for you and your family’s well-being. 

Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time.