BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Caldwell Securities Ltd. - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://caldwellsecurities.com X-WR-CALDESC:Events for Caldwell Securities Ltd. REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Toronto BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Toronto:20240228T120000 DTEND;TZID=America/Toronto:20240228T130000 DTSTAMP:20260422T181837 CREATED:20240201T193925Z LAST-MODIFIED:20240212T165634Z UID:3036-1709121600-1709125200@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\n\n\nThis seminar is a must attend if:\n• You are interested in learning more about how to properly diversify your portfolio\n• You want to help protect your portfolio and unlock different sources of return\n• You want to help your portfolio increase its return potential\n\n\n\nJoin us on Wednesday\, February 28th\, 2024 at 12pm\nat Bella Notte Ristorante\n3570 Brock Street North\, Whitby\, ON L1R 3J4\n\nThe seminar is hosted by Vincent John with a presentation from Tony Ciero\, CFA\, CFP.\n\nSeating for this seminar is limited. Lunch will be served.\n\nPlease RSVP at klarsson@caldwellsecurities.com or call (905) 665-1911. URL:https://caldwellsecurities.com/event/are-you-truly-diversified-2/ LOCATION:Bella Notte Ristorante\, 3570 Brock Street North\, Whitby\, Ontario\, L1R 3J4\, Canada ATTACH;FMTTYPE=image/png:https://caldwellsecurities.com/ndgcnt/uploads/2024/02/are-you-truly-diversified-whitby-thumbnail.png ORGANIZER;CN="Vincent John":MAILTO:klarsson@caldwellsecurities.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20240417T110000 DTEND;TZID=America/Toronto:20240417T130000 DTSTAMP:20260422T181837 CREATED:20240409T161512Z LAST-MODIFIED:20240409T162751Z UID:3182-1713351600-1713358800@caldwellsecurities.com SUMMARY:Planting Seeds for the Next Generation DESCRIPTION:Caldwell Securities Ltd. is hosting an “in-person” luncheon seminar discussing the merits of Retirement Compensation Arrangements (“RCAs”) and Individual Pension Plans (“IPPs”)\n\nThis 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.\n\nYou should attend if you are:\n• Incorporated Farmer Owner and/or Business Owner\n• Looking to create a “Cadillac” fully indexed defined benefit pension plan for your life and/or spouse\n• Wanting to reduce taxes and defer gains on potential large windfalls\n• Interested in Estate & Succession Planning - Keeping it in the Family\n• Need help setting up the next generation of farmers\n\nGuest Speakers\nMuneer Feeroze\, MBA & Clark Steffy\, MBA\, RPA\nCanadian Benefit Association\nMike Li\, CPA\nXponents CPA\n\nHost\nRick Wood\, CFP\, CIM\nVice President Client & Advisor Success\nCaldwell Securities Ltd.\n\n\nJoin us on Wednesday\, April 17\, 2024 from 11am to 1pm\nat Brantford Golf & Country Club 60 Ava Road\, Brantford\, ON N3T 5R7\n\nHot lunch will be served - Seating is limited.\n\nPlease RSVP at fruth@caldwellsecurities.com or click here. URL:https://caldwellsecurities.com/event/planting-seeds-for-the-next-generation/ LOCATION:Brantford Golf & Country Club\, 60 Ava Road\, Brantford\, Ontario\, N3T 5R7\, Canada ATTACH;FMTTYPE=image/jpeg:https://caldwellsecurities.com/ndgcnt/uploads/2024/04/are-you-diversified-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20240507T190000 DTEND;TZID=America/Toronto:20240507T200000 DTSTAMP:20260422T181837 CREATED:20240409T155835Z LAST-MODIFIED:20240409T161714Z UID:3179-1715108400-1715112000@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\n\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\n\n\nJoin us on Tuesday\, May 7\, 2024 at 7pm\nat Royal Canadian Yacht Club\, City Clubhouse\n141 St. George St.\, Toronto\, ON M5R 2L8\n\nSeating for this seminar is limited. Light dinner will be served.\n\nPlease RSVP at cfreitas@caldwellsecurities.com or click here. URL:https://caldwellsecurities.com/event/are-you-truly-diversified-rcyc/ LOCATION:Royal Canadian Yacht Club\, 141 St. George St.\, Toronto\, Ontario\, M5R 2L8\, Canada ATTACH;FMTTYPE=image/png:https://caldwellsecurities.com/ndgcnt/uploads/2024/04/are-you-diversified-tony2.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20241029 DTEND;VALUE=DATE:20241030 DTSTAMP:20260422T181837 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 END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20241107 DTEND;VALUE=DATE:20241108 DTSTAMP:20260422T181837 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20241112T183000 DTEND;TZID=America/Toronto:20241112T200000 DTSTAMP:20260422T181837 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20241116T110000 DTEND;TZID=America/Toronto:20241116T130000 DTSTAMP:20260422T181837 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20251118T190000 DTEND;TZID=America/Toronto:20251118T190000 DTSTAMP:20260422T181837 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Toronto:20260427T120000 DTEND;TZID=America/Toronto:20260427T130000 DTSTAMP:20260422T181837 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 END:VEVENT END:VCALENDAR