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Written by Administrator   
Tuesday, 29 May 2007

 

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. 

Click on each picture below to see the full-size image:

Chris, Rene and Ken ready for day 2 in Vancouver Chris and Rene organizing the booth in Vancouver Chris doing his magic, setting up the booth in Vancouver Our booth set up in Vancouver Rene with Thanh Burns, the Calgary winner of the Roomba Chris sleeping and Rene speaking with our Calgary Stampede friend Bruce and Chris ‘manning’ our booth Squished between two other booths! We were directly across from the Headline Theatre Chris setting up our booth Ken with Sheldon Nider, the Vancouver winner of the Roomba Nettonya helping with the booth Our current offerings Chris, Rene and Ken posing for pictures still!

 

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.

Click on each picture below to see the full-size image:

 

 

Elephants in the Myths Gallery, May 2007

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. 

Click on each picture below to see the full-size image:

Rene Burke, our hostess for the evening Ken, our co-host, chatting with a client before the 'elephant safari' begins Rod Burylo gave a fascinating presentation on new investment opportunities Darcee, stylin' with a real estate opportunity in Ontario
 Our Sponsors - Canadian Horizons, FRPL Financing Ltd., Sitefinders, Walton International Group Inc. Investments in Land through High Interest Bonds and Limited Partnerships Brooke at our registration table and a one in six chance at a fabulous door prize Meet the team (note-banished elephant lurking in the shadows)

Last Updated ( Thursday, 06 March 2008 )
 

Newsflash

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