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Tue, Mar 19

|

Suite 1100

Market Update, Estate Planning, Personal Tax & Insurance: In-Person PD with RBC

In affiliation with GTA Accountants & Finance Network.

Time & Location

Mar 19, 2024, 8:00 a.m. EDT

Suite 1100, 5140 Yonge St, Toronto, ON M2N 6L7, Canada

About the Event

Matt Barasch will cover The Market Opportunity Ahead. 

Jeffrey Wellwood will discuss Common Wealth Management Strategies for High Net Worth Families. 

Colin Ardill will speak on Personal & Corporate Tax Planning using Insurance. 

A Personal Tax Update will also be covered by RBC Wealth Management's Tax Division.

Instructor(s): 

  • Matt Barasch, MBA, CFA, Senior Portfolio Manager
  • Jeffrey Wellwood, CIM, CFP, Senior Portfolio Manager and Wealth Advisor
  • Colin Ardill, VP and Estate Planning Specialist

Tickets

  • 2 CPD Hours

    $99.00
    Tax: HST included

Total

$0.00

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