Webinars

A View from the Top: Economic Update and Market Outlook with Mackenzie Investments

Member Webinar - Speaker Series III - September 9th 12:30pm - 1:00pm

In session 3 of 4 in our Wealth Webinar Series, join us and Paul Taylor, Vice President, Investment Management from Mackenzie Multi-Asset Strategies for a 30-minute lunch time webinar presentation covering a macro economic overview of the stock and bond markets along with interest rates. Paul will also provide Mackenzie’s outlook going forward.

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.