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
REAL PROPERTY - Should you down size? What are the challenges of owning two homes? Why do you need to report the sale of your home? What are the joy and pain of owning a cottage? Are you the proud owner of an U.S. vacation property? Should you be a carefree snowbird? Do these lifestyles fit into your retirement plan? What kind of insurance can protect against this risk? This workshop is suitable for all property owners. Complimentary dinner, Q & A and prize draw.
Jul 24, 2018 - Jul 24, 2018
Bliss Chinese Cuisine
6485 Mississauga Road, #4
Mississauga, ON L5N 1A6
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.