Six Mistakes Investors Make With Their Finances | TMFG | CI Assante Wealth Management Ltd.

Six Mistakes Investors Make With Their Finances

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This month we would like to focus on individuals who are interested in making wiser decisions with their finances. We are enjoying our great partnership with our clients, and we are confident in our ability to serve them and you in the future.

Come join us and listen to one of Thornhill’s top speakers discuss money and the pitfalls to avoid when saving for your future.

We look forward to hearing from you.

This event will take place at the Thornhill Country Club on Monday July 22nd between 12:00 and 1:00pm.

You will learn about:

1. One of the Investor’s Biggest Mistakes and How to Avoid it

2. Three Ways to Get an Immediate Increase in
Your Income

3. Stock Selection Systems That Show What and When to Buy and Sell – No More Guessing!

4. Is Your Lack of Diversification Working Against You?

5. Do Your Fees Matter?

6. Do fund managers outperform the market?

These are just a few 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 who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc.

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 at The McClelland Financial Group which is part of Assante Capital Management Ltd.

Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income. Do not miss this opportunity to hear one of Thornhill’s most knowledgeable speakers and learn how to avoid the six most expensive financial mistakes made by investors.

Referrals are welcome from clients.

While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe many benefit from the workshop.

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CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.