Risky Business: Your Tolerance and Your Portfolio

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risk-tolerance

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 Friday, May 23rd between 12:00 and 1:00pm.

When it comes to investing, risk cannot be ignored. That being said, more investors place much more emphasis analyzing past performance than risk and quite often, risk is ignored altogether. If understanding risk is so important, then why do so few people take the time to understand it?

We will cover:

  • Assessing your risk – What’s your number?
  • How much income can I safely take out of my portfolio
  • How does age affect asset mix; a rule of thumb
  • How do you reduce the risk and still keep ahead of inflation
  • How portfolios react to the down market

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

ABOUT OUR SPEAKER

Mike Connon

Mike Connon, B.Sc, CFP

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

Mike Connon is a financial educator who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble just to name a few.

Mike has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation. He is a Senior Financial Planning Advisor and Co-Branch Manager at The McClelland Financial Group (tmfg.ca) of Assante Capital Management Ltd.

CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Mike is regarded as a local expert in teaching investors how to minimize risk and maximize income.

Please RSVP by Wednesday, May 21st, as seating is limited.

Contact at Michelle Moniz Risky Business
or call 905 771 5200 X223

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.

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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.

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