Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track.
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. Invest just 60 minutes and it could save you and your family thousands of dollars…
This event took place at the Thornhill Golf & Country Club on Friday, June 26th, 2015 between 12:00 and 1:30pm.
You will learn how to avoid:
- children missing out on their inheritance
- having no choice in returning to work after retirement
- the government taking control over your financial future
- living in poverty in retirement
About Our Speaker
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.
Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble to name a few. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. Please note that CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income.