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.
Have you ever wondered if you are getting the most out of your government? For most of us knowing what is out there and what you can claim is sometimes in the realm of the unknown, we want you to keep your earnings in your pocket and perhaps get ahead of the game.
You will learn
- How can I save on taxes?
- What income am I entitled to?
- How do I increase my long-term investments?
- What resources are available if I want to start a new career?
- Which investment vehicles out there are right for me?
Join us, and ask the questions you want to know.
ABOUT OUR SPEAKER
Carlo Cansino, FMA, FCSI, CFP
These are just some of the serious concerns facing Canadians. Carlo Cansino will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.
Carlo Cansino has been a financial educator who has been helping investors, retirees and pre-retirees from companies such as Ontario Hydro, KPMG, Imperial Oil, Sunlife Financial, and Canadian Cancer Society. Carlo entered the financial services industry following his graduation from Wilfrid Laurier University. He started his career with TD Bank before moving onto Assante in 2004. After several years with Assante’s National Accounts office, he eventually joined The McClelland Financial Group of Assante Capital Management Ltd. in Thornhill.
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 Professional (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).
CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Carlo is regarded as a local expert in teaching investors how to minimize risk and maximize income.
Please RSVP by Tuesday June 24th, as seating is limited.
Contact at Zahra Buchanan Government Benefits
or call 905 771 5200 X229
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.