Caldwell Securities Ltd.

Executor Success – The Missing Piece of Estate Planning
2025-11-18 19:00 (America/Toronto) | CHARTWELL WATERFORD Retirement Residence, 2160 Baronwood Drive, Oakville, Ontario, L6M 0Y1, Canada
Do you think writing a Will is all you need to ensure your estate is administered successfully?

Throughout our lives, women are faced with an increasing number of responsibilities, which vary from assisting the needs of aging parents, to understanding the roles of being named a Power of Attorney, or Executor. How can we prepare in advance to achieve stress-free positive outcomes?

If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.

Please RSVP at jkuta@caldwellsecurities.com

Executor Success – The Missing Piece of Estate Planning
2024-11-16 11:00 - 13:00 | Royal Canadian Yacht Club, Bistro Room | rcyc.ca, 141 St. George St., Toronto, Ontario, ON – M5R 2L8, Canada
Do you think writing a Will is all you need to ensure your estate is administered successfully?

Please join us for a seminar on Executor Success, where we will share items to address successful estate administration and examples of what an executor should look out for.

If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.

Seating for this seminar is limited. A light lunch will be served.

Please RSVP with Celma Freitas at cfreitas@caldwellsecurities.com, (416) 862-5106 or click here.

Executor Success – The Missing Piece of Estate Planning
2024-11-12 18:30 - 20:00 | Bellvue Manor, 8083 Jane Street, Vaughan, Ontario, L5M5K2, Canada
Do you think writing a Will is all you need to ensure your estate is administered successfully?

Please join us for a seminar on Executor Success, where we will share items to address successful estate administration and examples of what an executor should look out for.

If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.

Seating for this seminar is limited. Light refreshments and appetizers will be served.

Please RSVP with Celma Freitas at cfreitas@caldwellsecurities.com, (416) 862-5106 or click here.

Are You Truly Diversified?
2024-11-07 | Christian Farmers Federation of Ontario, 274620 27th Line, Ingersoll, Ontario, N5C 3J6, Canada
Please Join Us for an In-Depth Discussion on Investment Management and Learn How to Get the Most Out of Your Investment Portfolio.

This seminar is a must attend if you want to:
• Learn how to properly diversify your portfolio
• Protect your portfolio and unlock different sources of return
• Help your portfolio increase return potential

Join us on Thursday, November 7, 2024 at 2pm or 7pm
at Christian Farmers Federation of Ontario's New Office
274620 27th Line, Ingersoll, Ontario N5C 3J6

Seating for this seminar is limited. Light dinner will be served.

Please RSVP with Celma Freitas at cfreitas@caldwellsecurities.com, (416) 862-5106 or click here.

Executor Success –The Missing Piece of Estate Planning
2024-10-29 | Christian Farmers Federation of Ontario, 274620 27th Line, Ingersoll, Ontario, N5C 3J6, Canada
Do you think writing a Will is all you need to ensure your estate is administered successfully?

Please join us for a seminar on Executor Success, where we will share items to address for successful estate administration and examples of what an executor should look out for.

If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.

Seating for this seminar is limited. Lunch will be served.

Please RSVP with Celma Freitas at cfreitas@caldwellsecurities.com, (416) 862-5106 or click here.

Are You Truly Diversified?
2024-05-07 19:00 - 20:00 | Royal Canadian Yacht Club, 141 St. George St., Toronto, Ontario, M5R 2L8, Canada
Please Join Us for an In-Depth Discussion on Investment Management and Learn How to Get the Most Out of Your Investment Portfolio.

This seminar is a must attend if you want to:
• Learn how to properly diversify your portfolio
• Protect your portfolio and unlock different sources of return
• Help your portfolio increase return potential

Join us on Tuesday, May 7, 2024 at 7pm
at Royal Canadian Yacht Club, City Clubhouse
141 St. George St., Toronto, ON M5R 2L8

Seating for this seminar is limited. Light dinner will be served.

Please RSVP at cfreitas@caldwellsecurities.com or click here.

Planting Seeds for the Next Generation
2024-04-17 11:00 - 13:00 | Brantford Golf & Country Club, 60 Ava Road, Brantford, Ontario, N3T 5R7, Canada
Caldwell Securities Ltd. is hosting an “in-person” luncheon seminar discussing the merits of Retirement Compensation Arrangements (“RCAs”) and Individual Pension Plans (“IPPs”)

This seminar will be an informative session for Incorporated Farm Owners and Business Owners. We will provide actual case studies to real-life situations on maximizing benefits using IPP’s & RCA’s for owners looking at creating a pension for life, reducing overall taxes, increase corporate deductions, as well as estate and succession planning. There will also be a question and answer period at the end of the session.

You should attend if you are:
• Incorporated Farmer Owner and/or Business Owner
• Looking to create a “Cadillac” fully indexed defined benefit pension plan for your life and/or spouse
• Wanting to reduce taxes and defer gains on potential large windfalls
• Interested in Estate & Succession Planning - Keeping it in the Family
• Need help setting up the next generation of farmers

Guest Speakers
Muneer Feeroze, MBA & Clark Steffy, MBA, RPA
Canadian Benefit Association
Mike Li, CPA
Xponents CPA

Host
Rick Wood, CFP, CIM
Vice President Client & Advisor Success
Caldwell Securities Ltd.

Join us on Wednesday, April 17, 2024 from 11am to 1pm
at Brantford Golf & Country Club 60 Ava Road, Brantford, ON N3T 5R7

Hot lunch will be served - Seating is limited.

Please RSVP at fruth@caldwellsecurities.com or click here.

Are You Truly Diversified?
2024-02-28 12:00 - 13:00 | Bella Notte Ristorante, 3570 Brock Street North, Whitby, Ontario, L1R 3J4, Canada
Please Join Us for an In-Depth Discussion on Investment Management and Learn How to Get the Most Out of Your Investment Portfolio.

This seminar is a must attend if:
• You are interested in learning more about how to properly diversify your portfolio
• You want to help protect your portfolio and unlock different sources of return
• You want to help your portfolio increase its return potential

Join us on Wednesday, February 28th, 2024 at 12pm
at Bella Notte Ristorante
3570 Brock Street North, Whitby, ON L1R 3J4

The seminar is hosted by Vincent John with a presentation from Tony Ciero, CFA, CFP.

Seating for this seminar is limited. Lunch will be served.

Please RSVP at klarsson@caldwellsecurities.com or call (905) 665-1911.

Executor Success –The Missing Piece of Estate Planning
2023-11-29 12:00 - 14:00 | Bella Notte Ristorante, 3570 Brock Street North, Whitby, Ontario, L1R 3J4, Canada
Do you think writing a Will is all you need to ensure your estate is administered successfully?

Please join us for a seminar on Executor Success, where we will share items to address for successful estate administration and examples of what an executor should look out for.

If you are named an Executor, or have asked someone to be your Executor, this seminar is for you.

Seating for this seminar is limited. Lunch will be served.

Please RSVP at klarsson@caldwellsecurities.com or (905) 665-1911.

Are You Truly Diversified?
2023-11-23 18:00 - 20:00 | Cedar Brae Golf Club, 55 Mac Frost Way, Scarborough, Ontario, M1X 1N6, Canada
Please Join Us for an In-Depth Discussion on Investment Management & Learn How to Get the Most Out of Your Investment Portfolio.

This seminar is a must attend if:
• You are interested in learning more about how to properly diversify your portfolio
• You want to help protect your portfolio and unlock different sources of return
• You want to help your portfolio increase its return potential

Seating for this seminar is limited. A light dinner will be served.

Are You Truly Diversified RegistrationΔ

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