Events

All Day
Event Series Lunch & Learn

Lunch & Learn

The Centre 10052-117 St. NW, Edmonton

Every Tuesday & Thursday 12p.m. – 1:00p.m. join us for Lunch & Learn program. Our lunch-and-learn program is a fantastic way to receive important information. All speakers are invited based on members’ requests for essential topics.

Regulations for your Financial Advisor: How it affects retired investment clients

The Centre 10052-117 St. NW, Edmonton

Thursday, September 18 at 1p.m.Join Wei Woo, Investment Advisor, CIM, EPC who will provide you with updates in the investment world. Since 2009 implementation, there has been a new set of rules and reporting requirements on your non-registered, RRSP, and TFSA accounts. Is a regulatory initiative designed to help clarify investment performance, communication, and costs ...

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