Estate Planning Workshop - Wills, Powers of Attorney, and Trusts

Apr 28, 2022 03:00 PM Pacific Daylight Time - Apr 28, 2022 04:00 PM Pacific Daylight Time

I’m about to be a father!

In fact, my wife’s due date is actually today!!

This got me thinking that I need to make sure my growing family will be taken care of should anything happen to me. As such, I thought it prudent that we all get a refresher on Wills and Estate Planning, and why it is necessary for everyone to have one in place, or to ensure it’s updated. Life happens fast, and it can be hard to stay on top of these things!

That's why you’re all invited to join us virtually on Thursday, April 28th at 3pm as we introduce our own Trust and Estate Consultant from CIBC Trust, Brian Einarson, to discuss the importance of having an up-to-date Will. Brian will also be discussing the use of Trusts and the importance of Power of Attorneys to educate and highlight just how prudent it is to have these things in place if the inevitable happens to be sooner than anticipated.

And, some other good news: This will, in all likelihood, be our last webinar before we switch to in-person to round out our seminar series for May and June!

Please RSVP to this upcoming Wills & Estates webinar by replying to this email, or reaching out to one of the team members (seeing as how I could be MIA for a few days). I will email all registrants your individualized link 24hrs before the live event. This webinar will unfortunately not be recorded, but we encourage everyone interested in this topic to RSVP anyway so that I can include you in the follow-up that will include some relevant insight.

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Political Issues Impacting Financial Markets

Mar 03, 2022 01:30 PM Pacific Standard Time - Mar 03, 2022 02:30 PM Pacific Standard Time

Do you know the favourite to win the 2024 US presidential election?

The answer certainly surprised me!

Join us as we bring in (for a second time) Chief US Policy Strategist and insider, Greg Valliere, as he discusses current events; from the intensifying situation on the Russia/Ukraine border to the always entertaining (and even more unpredictable) US political situation. We will be hosting a live interview with Greg to get a feel for what's happening around the world from a government policy standpoint, and how it may impact your portfolio and the financial markets.

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Tax Filing Tips & Common Mistakes to Avoid

Feb 10, 2022 03:00 PM Pacific Standard Time - Feb 10, 2022 04:00 PM Pacific Standard Time

Tax slips starting to come in the mail causing anxiety?

Join us virtually as we bring in Rebecca Hett, vice-president of Tax, Retirement, and Estate Planning at CI Global Asset Management as she discusses important tax filing tips and how to identify certain tax slips.  Depending on the circumstances, tax season can bring either joy (tax refund) or dread (tax payable) to Canadians. It is also a time when tax-filing mistakes can leave money on the table. This presentation discusses tips and common mistakes to avoid at tax time. At the end of the presentation, participants will be better able to identify issues and points of discussion to have with their tax advisors.

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Quest for Cashflow - Comparing two types of passive income

Jan 27, 2022 03:00 PM Pacific Standard Time - Jan 27, 2022 04:00 PM Pacific Standard Time

Looking to put some cash to work? Join us as we bring in CPA-turned-Realtor Alexandra Dawes, at Engel & Volkers, as she goes head-to-head with (none other than her brother), Jordan Dawes on the quest for passive income.  Together, they will look at two examples on how to create an income stream with your savings, and a comparison between each type of investment.   The strategies in question?  Purchasing a rental property or investing in a stock portfolio.  This debate will run for about an hour and will be broadcast live via Microsoft Teams.  If you're interested, please click the link that pre-populates an email, and we will add you to the RSVP list.  A link to this webinar will be provided 24hrs before the presentation. 

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