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A New Way to Invest. The evolution of investing in Canada.

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Location

Deerfoot Inn & Casino

11500 35 Street Southeast

1000

Calgary, AB T2Z 3W4

Canada

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Event description

Description

Investing in Canada is evolving and we want you to know more. Please join us as Catalyst Wealth Planning invites WealthCo Asset Management advisors to present to our clients and guests about new ways to invest.

The Details:

Date: Thursday February 15th, 2018
7:30am - Registration & Breakfast
8:00am - Presenation begins

Topics we will cover:

  • How Catalyst Wealth Planning works with WealthCo Asset Management to provide their clients with an alternative to stocks and bonds by focusing on creating pension style investment plans for their clients.

  • Pension Fund Investing – makes sense.

  • Diversification beyond the traditional 60/40 stocks and bonds

  • The Evolution of Alternatives: Why & How?

  • How to effectively manage risk in a portfolio

  • What do you need to meet your retirement goals?

  • Model Portfolio’s to meet both goals and risk tolerance objectives

  • Touch on some of the changes to proposed tax legislation and the importance of integrated planning.

Who should attend:

  • Anyone currently invested in the markets and looking to learn more.

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Date and Time

Location

Deerfoot Inn & Casino

11500 35 Street Southeast

1000

Calgary, AB T2Z 3W4

Canada

View Map

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