Full Workshop Brochure
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Past Workshops:
October 6
CAPITAL MARKET UPDATE
• Capital Markets outlook and opportunities for 2020
• Asset allocation overview and fixed income outlook
Presented by Philip Petursson, Manulife
Philip Petursson is the Chief Investment Strategist and Head of Capital Markets Research Strategist, Manulife Investment Management.
Hosted by Colin Karpowich, Financial Advisor Worldsource Financial Management Inc. and VantageOne Financial
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
October 20 @ 7PM – 7:30pm
NO BETTER TIME TO THINK ABOUT INSURANCE
Presented by Brett Henderson Manulife Insurance
Brett is Director, Individual Insurance Sales for the BC interior, Manulife Insurance. As such, he works with financial advisors and their clients to help develop solutions that minimize tax and increase net estates.
Hosted by VantageOne Financial
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
November 3 @ 2:00PM
CARING FOR ELDERS*
View Video Here
This presentation will help you understand the issues of ageing, the need for support at different levels and what is available to help you figure out what is suitable.
Presented by Todd Benson, Financial Advisor Worldsource Financial Management Inc. and VantageOne Financial
Todd Benson has been in the financial services industry for over 11 years and as a Certified Financial Planner with VantageOne Financial, he specializes in providing clear, straightforward financial advice to families and small businesses.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services including financial planning services are offered through VantageOne Financial Corp.