Events

     

Are You Truly Diversified?

Cedar Brae Golf Club 55 Mac Frost Way, Scarborough, Ontario, 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 […]

Free

Executor Success –The Missing Piece of Estate Planning

Bella Notte Ristorante 3570 Brock Street North, Whitby, Ontario, 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 […]

Free

Are You Truly Diversified?

Bella Notte Ristorante 3570 Brock Street North, Whitby, Ontario, 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 […]

Planting Seeds for the Next Generation

Brantford Golf & Country Club 60 Ava Road, Brantford, Ontario, 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 […]

Are You Truly Diversified?

Royal Canadian Yacht Club 141 St. George St., Toronto, Ontario, 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 […]

Executor Success –The Missing Piece of Estate Planning

Christian Farmers Federation of Ontario 274620 27th Line, Ingersoll, Ontario, 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 […]