Upcoming Workshop

Wednesday July 20th 2022

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Navigating through a market storm.

Please Join our complimentary lunch workshop.

At this interactive, educational workshop, you will learn about:

  • How to combat a potential Recession

  • Managing your accounts for rising Interest Rates and Inflation

  • If the markets are oversold where are the best and safest opportunities

  • Tax & Estate Strategies in a slowdown

Event Details:

Wednesday July 20th 2022

 12:00 pm - 2:00 pm

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Hosted By:

Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities. 

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Oasis Convention Centre

1036 Lakeshore Road East

Mississauga, ON L5E 1E4

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Guest Speaker:

Craig Basinger, Chief Market Strategist at Purpose Investments

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Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research.

 

A long-term student of the markets, Craig’s thoughts and insights can be seen in his Market Ethos publications and through his regular contributions on BNN.

Craig and his team bring a transparent and cost-efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets.

 

The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

Past Workshops

Wednesday May 25th at 11:00 am EST.

Road Map to Diversify Your Investments in Troubled Times.
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Join us for this complimentary workshop to discuss the volatility in the current Market and what lies ahead in the upcoming weeks. 

Here is what you will learn:​

  • Traditional diversification using bonds isn't working. 

  • Mitigating interest rate risk.

  • How to give your accounts downside protection

  • Tip-toe back into areas that  you can grow in this market.

  • Oil & Gas Stocks from Canada still undervalued.

  • Why dividends still the best place to be.

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Guest Speaker: Robert Taylor, Senior VP and CIO at Canoe Financial.

Estate Planning
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Guest Speaker: Alison Pang, Senior Trust Advisor

Join us as we discuss:

- Preserving Money for your Family and Charitable  Causes.

- Property Structured Wills, Trusts and Power of Attorney.

- Protecting your Assets.

- Choosing the Right option for your executor.

To register click the button to the left to email Dominique or call 1-866-891-2637

April 27th 2022 at 11:00 am EST.