Upcoming Workshop
Past Workshops
We had a tremendous turnout with over 100 guests at our Monthly Lunch & Learn on Wednesday March 1st.
Thanks to Peter Prattas, CPA, CA, CFA and Gajan Kulasingam, CFA, CPA, CA, from Waypoint Partners for helping out with the program!
RIF/LIF Workshop
Event Details:
Wednesday November 16th 2022
12:00 pm - 2:00 pm
Hosted By:
Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities.
Guest Speaker:
Hans Albrecht
Vice-President, Portfolio Manager And Options Strategist, Horizons ETFs Management (Canada) Inc.
Hans Albrecht co-manages the Horizons ETFs global line-up of covered call ETFs and oversees day-to-day options activities. Previously, Mr. Albrecht was a floor options market maker and traded a large volatility book for National Bank Financial. He has lectured at Cornell and McGill University and has appeared on numerous expert derivative panels. He is a graduate of the University of Oxford and MIT Fintech and Artificial Intelligence Programs, and has completed his MBA at Cornell University. Hans has been featured in Bloomberg, Investment Advisor, The Globe and Mail, The Financial Post and BNN Bloomberg.
Past Workshop
Wednesday October 26th 2022
Year-End Tax Planning
Event Details:
Wednesday October 26th 2022
12:00 pm - 2:00 pm
At this interactive, educational workshop, you will learn about:
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· Year-end Tax Planning Strategies
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· Capital gains & Special Dividends
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· Tax Loss Harvesting
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· RRIF Withdrawal rules by year end
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· Equity market year end outlook
Hosted By:
Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities.
Guest Speaker:
Chris Heakes, CFA, M.Fin., Vice President, Portfolio Manager, Global Structured Investments, BMO Asset Management Inc.
Chris joined BMO Asset Management in 2010, and is a portfolio manager of equity, derivatives-based and multi-asset portfolios. Chris also trades equity options and foreign exchange for the firm. His several years of industry experience includes a role as a quantitative equity research associate, and work in investment funds product and client support.
He holds a Masters of Finance from the University of Toronto, Rotman School of Management (Dean’s List), where he studied investments, including derivatives and derivative pricing.
Chris also holds a Bachelor of Arts degree from the University of Waterloo, with studies in History and Mathematics, and is a CFA charterholder.
Wednesday September 21st 2022
Global Mid-Year Outlook & 2022 Estate, Tax Strategies
Event Details:
Wednesday September 14th 2022
12:00 pm - 2:00 pm
Hosted By:
Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities.
At this interactive, educational workshop, you will learn about:
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Stocks that perform well in high inflation/low growth environment
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Improve diversification in volatile markets
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Inflation protection using income-generating investments
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Wealth Transfer Strategies
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Alternatives to Traditional Investments that offer a tax-free maturity value at death, reduced estate settlement costs, tax deferred growth of investment earnings, creditor protection.
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Sheltering personal and corporate funds in a tax exempt vehicle.
Guest Speaker:
Jeff Sayer, Vice President and Portfolio Manager at Ninepoint Partners
Jeffrey Sayer is Vice President, Portfolio Manager at Ninepoint Partners. Jeff oversees Global Equity, US Equity, Infrastructure, and Real Estate investment strategies for the firm. Prior to Ninepoint’s formation, Jeff was with Sprott Asset Management (SAM), rounding out more than 17 years of investment management experience.
Guest Speaker:
Peter Kardassopoulos
Estate Planning Specialist.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams.
Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the
event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation.
Past Workshops
Wednesday July 20th 2022
Navigating through a market storm.
At this interactive, educational workshop, you will learn about:
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How to combat a potential Recession
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Managing your accounts for rising Interest Rates and Inflation
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If the markets are oversold where are the best and safest opportunities
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Tax & Estate Strategies in a slowdown
Event Details:
Wednesday July 20th 2022
12:00 pm - 2:00 pm
Hosted By:
Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities.
Guest Speaker:
Craig Basinger, Chief Market Strategist at Purpose Investments
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.
Wednesday May 25th at 11:00 am EST.
Road Map to Diversify Your Investments in Troubled Times.
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:
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Traditional diversification using bonds isn't working.
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Mitigating interest rate risk.
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How to give your accounts downside protection
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Tip-toe back into areas that you can grow in this market.
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Oil & Gas Stocks from Canada still undervalued.
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Why dividends still the best place to be.
Guest Speaker: Robert Taylor, Senior VP and CIO at Canoe Financial.
Estate Planning
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.