The 2008 Financial Forum & Wealth Management Expo 

The 2008 Financial Forum & Wealth Management Expo is Canada's premier financial event where investors, advisors and exhibitors meet to exchange ideas, and benefit from a robust program of financial education, expert advice and timely information.  Whether you consider yourself a self-directed investor, an active trader, have a relationship with a financial advisor, or use the services of a discretionary manager,  you will benefit with increased knowledge and improved confidence from our speakers' insights, relevant seminars and detailed workshops. 

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The Taxman Cometh,  November 2007

The Taxman Cometh event at the Calgary Zoo was a huge success; participants enjoyed tax strategy advice from Dan Clark of Clark Adams Professional Accountants and left with some valuable information and handouts. Stephen Freedman, VP Parklane Financial Group made a thought provoking presentation on the controversial Donations Program and let the audience in on some information that is unknown to the average taxpayer.

As with all our events, we had an amazing array of sponsor gifts that were given away at the end of the seminar.  Congratulations to all our winners.

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The Elephants in the Myths event at the Calgary Zoo was a huge success. We learned about great new investment opportunities  that are emerging as the Baby Boomers enter and near retirement.  We also learned about "investment elephants" and the emotional myths that support them.  These emotional elephants can reduce your investment returns unless you hunt them down and challenge the premise that they are founded on!  We had an amazing array of sponsor gifts that were given away at the event. 

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