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.
The market has reached all time highs. What do I do now? You are not the only person who has asked yourself this question. It’s the extremes of 2008 and 2014 that create panic and anxiety in investors. No pressure, but the success rate of your long-term financial plan is contingent on how you react in these situations.
We will cover
- How can I invest in the market successfully?
- How taking advice from magazine and newspaper articles can ruin
- Two identical portfolios with identical time-frames, yet different results?
- When do I sell?
- What does “managing behaviour” have to do with my investment returns?
Join us, and ask the questions you want to know.
ABOUT OUR SPEAKER
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 Tuesday August 19th, as seating is limited.
Contact at Zahra Buchanan Market Trends
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.