Real Estate 101 Downsizing, renovating, selling or buying, which one is right for me?

city

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.

This event took place at the Thornhill Golf & Country Club on Monday, July 21st between 12:00 and 1:00pm.

Have you ever wondered if you are making the right choice? Your children will be leaving the nest soon and you have too much space. Do you want to downsize? Maybe you are thinking of buying a smaller home or perhaps a condo. Should you stay and renovate? Are you thinking of selling your cottage? What is the trend in real estate? When is the right time to sell? These are real concerns; how do you get started on making the best decision for you and your family?

Did you know

  • As demand shifts to less expensive housing. The price gap between detached and high density housing will narrow
  • Kingston Ontario had the highest forecasting % change for new construction from 2014 to 2015
  • Mortage brokers present multiple offers to their clients, unlike their retail bank counterparts
  • Mortgage rates are expected to see gradual and modest increases by the end of 2015, but will remain low by historical standards

Join us, and ask the questions you want to know.

ABOUT OUR SPEAKER

Vince Agozzino

Vince Agozzino

These are just some of the serious concerns facing Canadians. Special Guest Speaker Vince Agozzino and Mike Connon will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

Vince Agozzino serves as the National Sales Key Account Manager at CMLS Financial and is responsible for the development and growth of the GTA market. In this role he is responsible for launching and assisting in the development of national products and the CMLS Financial broker strategy. Vince was part of the team that launched CMLS Financial into the Canadian residential mortgage market space, which successfully funded over $1 Billion in its first 12 months of existence.

Vince has worked in the broker industry for 12 years and within the Financial Services industry for over 18 years. Prior to joining CMLS Financial in 2012, Vince held the role of National Sales Director at Home Trust Company and also played a key role in the launch of Street Capital Financial as Vice President Sales, Eastern Canada.

Please RSVP by Tuesday June 24th, as seating is limited.

Contact at Zahra Buchanan Real Estate 101
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.

Related articles

Episode 255: Top 10 Mistakes in Retirement

On this episode of Think Smart with the McClelland Financial Group of Assante Capital Management, your hosts, Rob McClelland and Mike Connon, delve into the common pitfalls that might spoil a rewarding retirement experience. We discuss how focusing o…

Read More →

Episode 254: Understanding Trip Medical and Cancellation Insurance – Conversations with Financial Experts Rob and Mike

In this important discussion, award-winning financial advisors Rob McClelland and Mike Connon from the McClelland Financial Group of Assante Capital Management discuss the importance of trip medical and cancellation insurance. Drawing from engaging p…

Read More →

CPP – The Best Government Pension Plan?

In this episode, your hosts – Senior Financial Advisors Rob McClelland and Mike Connon from Assante Capital Management, provide an in-depth analysis of the Canada Pension Plan (CPP) and why they believe it is an incredible benefit for Canadians.
They…

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Toronto's Top Financial Advisors
Copyright Assante Wealth Management. © 2022

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.