Events
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).
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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!
RSVPStrategic 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!
RSVPPower 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!
RSVPEstate Planning: From One Generation to the Next - Postponed until further notice
Nov 22, 2023 02:30 PM Pacific Standard Time - Nov 22, 2023 03:30 PM Pacific Standard Time
Join us online for a virtual presentation on Estate Planning: From One Generation to the Next on Wednesday, November 22nd at 2:30pm.
The largest-ever transfer of wealth is expected to occur over the next decade, and it’s critical that plans are put in place to keep as much money within your family, and your legacy, and less money in the hands of the CRA or IRS. This presentation covers a wide variety of estate planning considerations, including some of the more unique and less obvious aspects that you can integrate into your financial plan and into the discussions with your wealth management team. Topics include assets in multiple jurisdictions, testamentary trusts, alter ego trusts, estate freezes, as well as probate, vacation homes, rental properties, U.S. estate tax, and even digital estate planning.
We will be joined by special guest speaker, Peter Bowen, Vice President of Tax and Retirement Research from Fidelity Investments. Peter has over 35 years’ experience in the field and will share strategies, tips and actual examples of how to structure your estate to efficiently transfer from one generation to the next.
This is a virtual event, there is no cap on attendees!
Please email Kelly Frias at Kelly.frias@cibc.com to RSVP and receive your personalized link to access the webinar, which will be sent 24hr prior to the event. If there is anyone you think may benefit or be interested in joining the webinar, please send an email to Kelly with contact information and we will make sure a link is sent to join in.
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Passport to Mapping Your Next Adventure
Oct 25, 2023 02:30 PM Pacific Daylight Time - Oct 25, 2023 04:00 PM Pacific Daylight Time
Now that the Fall season is in full swing you might be pondering where to take your next vacation…
Please join us for “Passport to Mapping Your Next Adventure” seminar in our boardroom on Wednesday October 25, 2023 from 2:30pm-4pm. We are excited to host Cathy Larsen, CEO and co-owner of the Sidney Departures Travel Agency. Cathy is a Cruise and Vacation Specialist with 35 years’ experience in the industry. She will outline the latest and greatest travel destinations, discuss group travel opportunities, guided tours, travel insurance tips, and so much more!
As always we will provide refreshments and appetizers. This will be a fun 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!
RSVPYour Mind & Your Money
Sep 28, 2023 01:00 PM Pacific Daylight Time - Sep 28, 2023 02:00 PM Pacific Daylight Time
Few Canadians recognize the financial impact their investment decisions have on their long-term success. Many investment mistakes are the result of behavioral biases. Helping our clients become aware of their biases, and managing them, is
critical to helping them achieve sustainable financial security. However, it can be challenging when investors have an unhealthy relationship with money, causing them to make bad choices or preventing them from living their best life.
Presented by Kaitlyn Lawson of CI Advisor Consulting’s Practice Management group, this presentation is designed to help you better understand your money mindsets and provide strategies to train your brain to achieve optimal financial well-being.
Topics covered in the session include:
▪ The anatomy of a healthy money relationship
▪ Understanding the origins of certain money behaviours
▪ How to develop a healthy money mindset
Join us virtually on Thursday, September 28th as we go through strategies on how to identify potentially harmful money habits and how we can keep them in check to live a happier and less stressful life!
Lawn Bowling Extravaganza
Aug 29, 2023 01:00 PM Pacific Daylight Time - Aug 29, 2023 04:00 PM Pacific Daylight Time
Please join us Tuesday, August 29th from 1pm to 4:00pm as we take it to the greens and enjoy a fun afternoon of Lawn Bowling! We are excited to host this event at Vic West Lawn Bowling this year. The club is conveniently located in Vic West on the edge of the Victoria West Park near the corner of Esquimalt Rd and Bay St. Free parking is available at the park behind the Da Vinci Center.
As always we will provide refreshments and snack bags, and we encourage any clients (or any guests of clients) that are interested in attending to RSVP as soon as possible, as space is limited. While the team will be sporting our ‘whites’, dress code is casual and fun!
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.
We look forward to seeing you there!
RSVPFirst Home Savings Account Webinar
Jun 27, 2023 10:00 AM Pacific Daylight Time - Jun 27, 2023 11:00 AM Pacific Daylight Time
Please join us on Tuesday June 27th at 10am for our online presentation of the new and exciting registered savings vehicle the Federal Government recently announced, First Home Savings Account, also known as the FHSA . Our very own Jordan Dawes will discuss what this account offers, who should consider opening one, and how this could help you save for your first home, tax-free.
Please email Kelly Frias at Kelly.frias@cibc.com to RSVP and receive your personalized link to access the webinar, which will be sent 24hr prior to the event. If there is anyone you think may benefit or be interested in joining the webinar, please send an email to Kelly with contact information and we will make sure a link is sent to join in.
RSVPWomen & Wealth: A Conversation
May 25, 2023 02:30 PM Pacific Daylight Time - May 25, 2023 04:30 PM Pacific Daylight Time
Please join the team Thursday May 25th from 2:30-4:30pm in our boardroom for “Women & Wealth: A Conversation”. This event 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, and what’s keeping them up at night.
As always we will provide refreshments and appetizers, and we encourage anyone who is interested in attending to RSVP as soon as possible, as space is limited.
Please contact Kelly Frias at 250-298-4844 kelly.frias@cibc.com to save your spot.
RSVPResponsibilities of the Executor
Apr 27, 2023 10:30 AM Pacific Daylight Time - Apr 27, 2023 11:30 AM Pacific Daylight Time
You're invited to our upcoming webinar on the "Responsibilities of the Executor". This presentation will take place on Thursday, April 27th, at 10:30am and will be approximately one hour.
If you have been appointed as an executor, or if you have been asked to consider taking on this role, it's important to understand the legal and practical responsibilities that come with it. Although an executor cannot be held personally liable for any debts of the deceased, the CRA can go after them for tax liabilities arising after the distribution of assets, and the court can go after them for any omissions or errors. During this webinar, senior trust and estate consultant Brain Einarson will cover the following topics and how CIBC Trust can do it all for you:
- Choosing an executor and the legal obligations involved
- The process of probate and estate administration
- Dealing with creditors, beneficiaries, and other stakeholders
- Strategies for managing an estate and avoiding disputes
- And common mistakes to avoid as an executor
Please RSVP for the webinar by clicking below or contacting Kelly at kelly.frias@cibc.com. Once registered, you will receive a personalized link to the presentation approximately 24hr before the start time.
We look forward to having you join us for this informative and engaging presentation.
Sincerely,
The Watkins Group
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