We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.
Topics to be discussed:
- Budgeting: who pays for what?
- Taxation: can we lower our tax bill?
- Responsibility: who knows what?
- Separate Accounts: pros and cons.
- Income Protection: what happens if I am gone?
- Marriage Breakdown: it’s a reality.
How do you communicate about money?
These are just some of the serious concerns facing our Canadians. Carlo Cansino and Mike Connon will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.
Carlo has achieved several industry designations such as the Financial Management Advisor and “Fellow of the Canadian Securities Institute”, regarded as the highest honour and most senior credential in Canadian financial services. He is also a Certified Financial Planner (“CFP”), the international standard at which Financial Planners are measured. The CFP designation is administered by Financial Planning Standards Council (the foremost authority for the financial planning profession in Canada). Recently Carlo had been requested for an interview by Economics Editor Catherine Harris for Investment Executive. Carlo is regarded as a local expert in teaching investors how to minimize risk and maximize income.
Please RSVP by Wednesday, November 20th, as seating is limited.
Contact Meron Tecle at [email protected]
or call 905 771 5200 X228
While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe may benefit from the workshop.
This is a complimentary event. Lunch will be provided by The McClelland Financial Group.
Please note that a live voice recording is taken at the Lunch and Learn session. Consent will be obtained, at the time of your RSVP for the event, in the event that you are captured in the recording.