Investment Seminar for CPAC Members
Mark your calendars, as CPAC will be holding an informative Investment Seminar for CPAC Members on December 6th, 2014, with special guest speaker Stephen Poon, Vice President, RBC Dominion Securities Inc. to lead an engaging discussion about the following*:
- Get the latest views on the global economy and how the current situation impacts the investment climate in Canada.
Building Your Investment Portfolio
- Using different investment tools to achieve your savings and investing goals.
- Creating a life portolio throughout the various stages of life, that will help you build and healthy nest egg for your retirement
Protecting Your Investment
- How to safeguard your family’s lifestyle, your assets and net worth
- How to ensure your legacy will be passed on to your loved ones.
* Topics will be updated, and speakers to be confirmed.
Priority given to CPAC Members. Non-members are welcome on a first come first served basis. First ten attendees will receive a free gift (one per family). Families with kids are also welcome. Free parking, door prizes and free refreshments.
Please register at: http://investmentseminar-cpacmembers.eventbrite.com
Date: December 6th, 2014 (Saturday)
Time: 2:00pm to 4:00 pm
Place: CPAC Conference Hall (4150 Finch Ave East, Toronto ON M1S 3T9)
Inquiries or RSVP: 416-298-7855 ext. 101 or email@example.com
About Stephen Poon:
Stephen Poon is a Vice President, Portfolio Manager and a Certified Financial Planner, and brings with him the sum total of his accomplishments and experience. He received his Master’s degree in Business Administration from the University of Toronto in 1982, after graduating with a Bachelor of Science degree from York University. He then started his investment career as a credit analyst at the Union Bank of Switzerland. Later, he joined Bankers Trust as an Associate, managing individual and corporate accounts. After working with a major Canadian securities brokerage firm as an investment specialist for three years, he joined ScotiaMcLeod in 1990 and achieved distinct membership on the President’s Council and Chairman’s Council for superior service and performance on behalf of his clients. In 1994, Stephen was chosen as an Ontario semi-finalist for the Investment Dealers Association (now IIROC) Distinction Award for Canada. This national award was created to recognize and award outstanding financial advisors who exemplify excellent service to clients and their communities. In all, Stephen has a strong background in securities analysis, portfolio management, financial planning and estate planning, and his team has over 30 years of combined investment and wealth management experience to offer innovative services and global investment solutions.