Feb

Simple Ways To Reduce Your Taxes And Grow Your Investments

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Event description

Description

In these challenging economic times and with volatile markets everywhere it can be hard to know where to turn for sound financial advice. At Simple Ways To Reduce Your Taxes And Grow Your Investments, Sharon Numerow and Fasial Karmali: Portfolio Manager, Popowich Karmali Advisory Group, *CIBC Wood Gundy, will break down how easy it can be for anyone to take control of their taxes and investments. No matter the size of your retirement portfolio, tax bracket or investment goals, Sharon and Faisal will give you solid, easy to understand and easy to implement ways to help you take control of your money.

So spend an evening with us getting tried and true advice and supporting a great cause. 100% of the proceeds will go to The Fresh Start Recovery Centre. Fresh Start is recovering lives by Housing, Treating and Supporting people affected by addiction.

Sharon and Faisal on why you should attend.

Professionals In Attendance

Celeste Wood
Redline Real Estate Group

Celeste has always been driven to help people and is passionate about the needs and goals of clients. She is known for her honest and friendly approach. Many people often refer to her professionalism and high degree of integrity. She is reliable, personable and compassionate. She works with purpose, focusing her intentions for the best outcome for her clients.

With several years of completing high volumes of real estate transactions, Celeste is extremely confident in her knowledge of real estate and has a great pulse on the ever changing market conditions. She is a strong communicator and negotiator, yielding the best results for her clients.

David West
Principal at West Legal

David West practices in the areas of Wills & Estates, Real Estate, Family Law and Employment Law. He opened his own firm, West Legal, in 2016 after three years with a busy mid-sized Calgary firm.

A decision to return to school took David to the University of Alberta where he completed his Juris Doctor degree in 2013. During law school, David volunteered his time with Student Legal Services and Pro Bono Students Canada.

Rena St. Clair
Mortgage Broker
The Mortgage Group

Rena St. Clair has helped hundreds of Calgarians get a mortgage for their first home and beyond.

If you’re ready to get a Calgary mortgage broker that answers all your questions, checks every possible option, and takes care of everything in the deal from start to finish, let’s get in touch.

Forget sitting around for days, waiting for a reply. I’ll let you know what you qualify for right away!

Jill Chambers

CFP, CFDS, CIM

Financial Concierge

Jill has always been a nurturer and a service provider. Her passion is in excellent client service.

“I love helping others”

Financial Concierge Inc. is locally owned and operated. We are passionate to fill a gap in financial services available to senior citizens (age 65+). We provide clarity, insight, and partnership for management of day to day financial affairs. Our services are professional, personalized, confidential and in-home wherever possible. We provide financial services to seniors in Calgary and the surrounding communities.

Taz Rajan

Community Engagement Partner at Bromwich+Smith

Taz leads business development and community education for Bromwich+Smith Canada wide.
Focusing on communicating Bromwich+Smith’s brand to help an ever-greater number ofCanadians find the right solution for their debt problems and advocating in the community for financial wellness.

FAQs

How can I contact the organizer with any questions?

Please email sharon@calgaryschoicetaxservices.com.

Do I have to bring my printed ticket to the event?

No. Just bring along your eTicket or a piece of ID so we can track attendees.

What's the refund policy?

100% of proceeds are going to Fresh Start Recovery Centre therefore no refunds will be issued.