My goal as a consultant from the Investors Group is to provide you with the financial freedom and security through out your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed to develop a plan which will achieve your goals and objectives. As a client, I will monitor and up-date your customized plan periodically to reflect the changes in your personal and financial circumstances. The scope of coverage will include but not limited to investment, taxation, banking, mortgages, insurance, retirement and estate planning. My top priority is to ensure the success and integrity of your plan so you and your family may continue to enjoy the financial protection now and overtime. As a client, your personal interest and benefits are always first and foremost.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Topic : What is Cash Management? Is cash always king?
How Cash Management can determine the best use of your money to fulfill your retirement? Is it effective in the selection of financial and banking products? What role does it play in the planning of your financial future? What is idle money? How to make the best use of it?
This workshop is suitable for the whole family. Complimentary dinner, Q and A, Prize Draw.
May 22, 2018 - May 22, 2018
Emerald Chinese Restaurant
30 Eglinton Ave West
Mississauga, ON L5R 3E7
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.