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DTSTART;VALUE=DATE:20241029
DTEND;VALUE=DATE:20241030
DTSTAMP:20260419T032751
CREATED:20240910T135423Z
LAST-MODIFIED:20240910T143645Z
UID:3419-1730160000-1730246399@caldwellsecurities.com
SUMMARY:Executor Success –The Missing Piece of Estate Planning
DESCRIPTION:Do you think writing a Will is all you need to ensure your estate is administered successfully?\n\nPlease 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.\n\nIf you are named an Executor\, or have asked someone to be your Executor\, this seminar is for you.\n\nSeating for this seminar is limited. Lunch will be served.\n\nPlease RSVP with Celma Freitas at cfreitas@caldwellsecurities.com\, (416) 862-5106 or  click here.
URL:https://caldwellsecurities.com/event/executor-success-the-missing-piece-of-estate-planning-2/
LOCATION:Christian Farmers Federation of Ontario\, 274620 27th Line\, Ingersoll\, Ontario\, N5C 3J6\, Canada
ATTACH;FMTTYPE=image/png:https://caldwellsecurities.com/ndgcnt/uploads/2024/09/cheryl-cffo.png
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DTSTART;VALUE=DATE:20241107
DTEND;VALUE=DATE:20241108
DTSTAMP:20260419T032751
CREATED:20240910T134754Z
LAST-MODIFIED:20240910T143652Z
UID:3417-1730937600-1731023999@caldwellsecurities.com
SUMMARY:Are You Truly Diversified?
DESCRIPTION:Please Join Us for an In-Depth Discussion on Investment Management and Learn How to Get the Most Out of Your Investment Portfolio.\n\nThis seminar is a must attend if you want to:\n• Learn how to properly diversify your portfolio\n• Protect your portfolio and unlock different sources of return\n• Help your portfolio increase return potential\n\nJoin us on Thursday\, November 7\, 2024 at 2pm or 7pm\nat Christian Farmers Federation of Ontario's New Office\n274620 27th Line\, Ingersoll\, Ontario N5C 3J6\n\nSeating for this seminar is limited. Light dinner will be served.\n\nPlease RSVP with Celma Freitas at cfreitas@caldwellsecurities.com\, (416) 862-5106 or  click here.
URL:https://caldwellsecurities.com/event/are-you-truly-diversified-4/
LOCATION:Christian Farmers Federation of Ontario\, 274620 27th Line\, Ingersoll\, Ontario\, N5C 3J6\, Canada
ATTACH;FMTTYPE=image/png:https://caldwellsecurities.com/ndgcnt/uploads/2024/09/tony-cffo.png
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DTSTART;TZID=America/Toronto:20241112T183000
DTEND;TZID=America/Toronto:20241112T200000
DTSTAMP:20260419T032751
CREATED:20241015T142302Z
LAST-MODIFIED:20241015T210753Z
UID:3465-1731436200-1731441600@caldwellsecurities.com
SUMMARY:Executor Success – The Missing Piece of Estate Planning
DESCRIPTION:Do you think writing a Will is all you need to ensure your estate is administered successfully?\n\nPlease 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.\n\nIf you are named an Executor\, or have asked someone to be your Executor\, this seminar is for you.\n\nSeating for this seminar is limited. Light refreshments and appetizers will be served.\n\nPlease RSVP with Celma Freitas at cfreitas@caldwellsecurities.com\, (416) 862-5106 or  click here.
URL:https://caldwellsecurities.com/event/vaughan/
LOCATION:Bellvue Manor\, 8083 Jane Street\, Vaughan\, Ontario\, L5M5K2\, Canada
ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2024/10/cheryl-executor-success-thumbnail-3-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20241116T110000
DTEND;TZID=America/Toronto:20241116T130000
DTSTAMP:20260419T032751
CREATED:20241015T142557Z
LAST-MODIFIED:20241015T173022Z
UID:3467-1731754800-1731762000@caldwellsecurities.com
SUMMARY:Executor Success – The Missing Piece of Estate Planning
DESCRIPTION:Do you think writing a Will is all you need to ensure your estate is administered successfully?\n\nPlease 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.\n\nIf you are named an Executor\, or have asked someone to be your Executor\, this seminar is for you.\n\nSeating for this seminar is limited. A light lunch will be served.\n\nPlease RSVP with Celma Freitas at cfreitas@caldwellsecurities.com\, (416) 862-5106 or  click here.
URL:https://caldwellsecurities.com/event/toronto/
LOCATION:Royal Canadian Yacht Club\, Bistro Room | rcyc.ca\, 141 St. George St.\, Toronto\, Ontario\, ON – M5R 2L8\, Canada
ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2024/10/cheryl-executor-success-thumbnail-3-1.jpg
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DTSTART;TZID=America/Toronto:20251118T190000
DTEND;TZID=America/Toronto:20251118T190000
DTSTAMP:20260419T032751
CREATED:20251020T132536Z
LAST-MODIFIED:20251020T132536Z
UID:4229-1763492400-1763492400@caldwellsecurities.com
SUMMARY:Executor Success – The Missing Piece of Estate Planning
DESCRIPTION:Do you think writing a Will is all you need to ensure your estate is administered successfully? \n\nThroughout 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? \n\nIf you are named an Executor\, or have asked someone to be your Executor\, this seminar is for you. \n\nPlease RSVP at jkuta@caldwellsecurities.com
URL:https://caldwellsecurities.com/event/executor-success-the-missing-piece-of-estate-planning-3/
LOCATION:CHARTWELL WATERFORD Retirement Residence\, 2160 Baronwood Drive\, Oakville\, Ontario\, L6M 0Y1\, Canada
ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2025/10/final-executor-success-invitation-with-bindu-november-18-2025.jpg
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DTSTART;TZID=America/Toronto:20260427T120000
DTEND;TZID=America/Toronto:20260427T130000
DTSTAMP:20260419T032751
CREATED:20260410T181131Z
LAST-MODIFIED:20260410T181355Z
UID:4423-1777291200-1777294800@caldwellsecurities.com
SUMMARY:Reece Tomlinson's Lunch and Learn
DESCRIPTION:"When the sale of a business fails it’s usually for psychological and emotional reasons\, not financial ones.” - Reece Tomlinson. \n\nWe are hosting a lunch and learn workshop on Monday\, April 27th at 12:00 noon about the preparation involved in selling a farm or business.\n\nOur mergers and acquisitions consultant\, Reece Tomlinson\, Founder and CEO of RWT Capital\, takes pride in the fact that her firm focuses on a more holistic approach to buying and selling farms and businesses. \n\nThe workshop will be held in our Toronto head office boardroom at 150 King Street West\, Suite 1710\, Toronto\, ON M5H 1J9. The workshop will also be available online if you are unable to visit in person. \n\n“The sale of a business means the seller is losing a part of their identity and control. Business owners have spent a lifetime building and managing their business so to sell has a huge emotional impact on their lives and daily routine”\, she says.\n\nReece urges business owners to ask themselves the real reason they’re selling. Is it just financial? Or is it to spend more time with their families and travelling? Or is the ill-health of a family member driving the sale? The answers to these questions can have a real impact on the selling process and its outcome.
URL:https://caldwellsecurities.com/event/reece-tomlinsons-lunch-and-learn/
LOCATION:Caldwell Main Boardroom\, 150 King Street West\, Suite 1710\, Toronto\, ON\, M5H 1J9\, Canada
ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2026/04/reece-tomlinsons-lunch-learn-april-27-2026.jpg
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