Events
Safeguarding your future: Cybersecurity and Fraud Prevention
Nov 14, 2024 03:00 PM Pacific Standard Time - Nov 14, 2024 04:30 PM Pacific Standard Time
Please join us Thursday, November 14th, from 3pm - 4:30p.m. as we invite the co-owner of Keating Computers, Suninder Lalli, to our boardroom to discuss all the latest scams and phishing attacks so that we can learn how to protect ourselves from online threats. Don't miss this opportunity to empower yourself with the knowledge and tools to stay safe in the digital age.
Topics discussed will include the following (with plenty of time for Q & A):
- Identifying and avoiding common scams
- Protecting your personal information
- Securing your devices and online accounts
- Understanding phishing attacks and how to spot them
- Safe online shopping and banking practices
- Tips for staying safe on social media
As seating is limited, please RSVP as soon as possible by replying to this email or calling 250-298-4845.
As always, the team will be serving up wine and cheese. Look forward to seeing you there!
RSVP RSVP to Safeguarding your future: Cybersecurity and Fraud PreventionWine Tasting
Oct 16, 2024 01:00 PM Pacific Daylight Time - Oct 16, 2024 04:00 PM Pacific Daylight Time
Please join us Wednesday, October 16th from 1-4pm as we head to award winning Enrico Winery in the Cowichan Valley for an afternoon of wine tasting and nibbles!
Nestled on a 50-acre Estate, Enrico Winery is a proud recipient of Vancouver Island’s first and only Lieutenant Governor’s Award of Excellence and grows 8 different varietals that are unique to Vancouver Island. This event is sure to be popular and will be on a first come basis as capacity is limited. If you are interested in attending we encourage you to RSVP by clicking below or by calling 250-298-4844 as soon as possible.
Looking forward to seeing you there!
RSVP RSVP to Wine TastingVirtual Estate Planning Masterclass: Jamie Golombek's Comprehensive Approach
Sep 20, 2024 10:00 AM Pacific Daylight Time - Sep 20, 2024 11:00 AM Pacific Daylight Time
This exclusive CIBC Wood Gundy / Private Wealth event will be moderated by Aaron McEwen, Senior Estate Planning Specialist and will feature Jamie Golombek, Managing Director, Tax and Estate Planning for CIBC as the keynote speaker on Friday September 20th at 10am PST.. The discussion will include an overview of planning opportunities often overlooked, as well as tax efficient strategies using Permanent Insurance.
To register for the online presentation, please click the RSVP link below
RSVP RSVP to Virtual Estate Planning Masterclass: Jamie Golombek's Comprehensive Approach
Women & Wealth: A Conversation
Jun 06, 2024 03:00 PM Pacific Daylight Time - Jun 06, 2024 04:30 PM Pacific Daylight Time
Postponed until further notice
Please join us Thursday June 6th from 3:00-4:30pm in our boardroom for our second offering of “Women & Wealth: A Conversation”. This event will be hosted by our very own Karen King and Kelly Frias and will be presented not as a typical financial seminar but rather as a round table, casual conversation, when we gather a diverse group of women together to chat about their changing relationship with money. As always we will provide refreshments and appetizers. If you or someone you know would like to attend, please RSVP as space is limited.
Please contact Kelly Frias at 250-298-4844 kelly.frias@cibc.com or Karen King at 250-298-4845 karen.king@cibc.com to save your spot.
RSVP RSVP to Women & Wealth: A Conversation
State of the Union Webinar
Apr 25, 2024 12:00 PM Pacific Daylight Time - Apr 25, 2024 01:00 PM Pacific Daylight Time
Please join us online for a virtual presentation on the North American economy on Thursday, April 25th at noon. If you’re familiar with Mike’s “What Happening this Week” emails, it’s time to decipher what that has meant for 2023 and the remainder of 2024.
Mike will go in-depth into the current state of the union and describe how we got there.
After that, we will be joined by special guest, Wincy Wong of CIBC Private Wealth as she will take over to discuss her thoughts on what we can expect in the market for 2024.
Wincy is the chair of the Investment Strategy Committee’s (ISC) stock selection subcommittee. She is also a member of the CIBC Asset Allocation Committee.
Since this is a virtual event, there is no cap on attendees!
Please feel free to forward this event to anyone that may be interested. If you are one of those people, please respond to this email or contact Kelly Frias at kelly.frias@cibc.com to RSVP and receive your personalized link to access the webinar (sent to you 24hr before the event).
RSVP RSVP to State of the Union Webinar
Passport to Mapping Your Next Adventure: Revisited
Mar 21, 2024 03:00 PM Pacific Daylight Time - Mar 21, 2024 04:30 PM Pacific Daylight Time
Join us as we welcome renowned local travel expert Dave Spaven of Maritime Travel who will present volume two of “Passport to Mapping Your Next Travel Adventure" in our boardroom on Thursday March 21st from 3-4:30pm. With over 40 years’ experience in the travel industry, we are excited for Dave to share some of his insider travel tips, expert advice, and essential tools to help plan your next unforgettable journey. Whether you’re a seasoned explorer or a novice adventurer, this will be a fun and engaging presentation not to be missed!
As always we will provide refreshments and appetizers. If you or someone you know would like to attend, please RSVP to either myself here or to Karen at karen.king@cibc.com to secure your seat.
Looking forward to seeing you all!
RSVP RSVP to Passport to Mapping Your Next Adventure: RevisitedStrategic Selling: Unlocking Maximum Value in Today's Real Estate Market
Feb 22, 2024 03:00 PM Pacific Standard Time - Feb 22, 2024 04:30 PM Pacific Standard Time
Please join us for our next seminar “Strategic Selling: Unlocking Maximum Value in Today’s Real Estate Market” Thursday February 22nd from 3-4:30pm in our boardroom. We are excited to welcome Alexandra Friesen, award winning Realtor with a CPA background from RE/MAX Camosun, who will present this always popular and relevant topic.
Alex will share the key steps of how to prepare your home for sale, the best real estate listing strategies, and the housing market forecast for 2024 – to name a few!
As always we will provide refreshments and appetizers. Friends and family of client’s are always welcome so if you, or someone you know is interested in attending, please RSVP to either myself or to Karen at karen.king@cibc.com to secure your seat as space is limited.
Looking forward to seeing you all!
RSVP RSVP to Strategic Selling: Unlocking Maximum Value in Today's Real Estate MarketPower of Planning
Jan 25, 2024 03:00 PM Pacific Standard Time - Jan 25, 2024 04:30 PM Pacific Standard Time
Please join The Watkins Group as we kick off our 2024 Monthly Seminar Series with our “Power of Planning” presentation from 3-4:30pm on Thursday January 25th in our boardroom. We are excited to have our resident Senior Wealth Strategist, Kelsey Draper, and Financial Planning Specialist, James Amarelo, co-host this Financial Planning event.
Topics covered in the session will include:
- What is a Financial Plan?
- Why are they necessary?
- Tax Saving Strategies
- How they can provide peace of mind
As always we will provide refreshments and appetizers. This will be an informative and engaging event and since space is limited, please RSVP to either myself here or to Karen at karen.king@cibc.com to secure your seat.
Looking forward to seeing you all!
RSVP RSVP to Power of Planning