Events

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Cyber Security and Protecting Yourself

Jun 20, 2018 02:00 PM - 03:00 PM Eastern Daylight Time

Jeremy Woods from Intelligent Computer Systems will be joining us to discuss cyber security, passwords, protecting yourself and your business.  He will be showing the potential risks and how to keep yourself protected.
 

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The Real Estate Debate - Should I Invest or Buy Real Estate?

Mar 21, 2018 02:00 PM - 04:00 PM Eastern Daylight Time

Please join us at Little Falls Business Centre on March 21st as we welcome Winston Robinson from AGF Investments to discuss and compare the options of investing vs buying real estate

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Philip Petursson - Manulife's Chief Investment Strategist

Mar 07, 2018 03:00 PM - 04:30 PM Eastern Standard Time


We are extremely excited to welcome Philip Petursson, Chief Investment Strategist from Manulife Investments to our office on March 7th.  A large number of our clients have investments associated with Philip and we encourage you to come listen.  It is very rare that folks like Philip are available for client events.
 
As Chief Investment Strategist, Philip has a range of investment strategy responsibilities from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investments’ clients and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies, asset allocation weightings, as well as specific portfolio recommendations.
 

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Manulife Vitality - Get Fit With Vitality

Feb 07, 2018 07:00 PM - 08:00 PM Eastern Standard Time

The Manulife Vitality program is transforming the way Canadians like you aspire to live healthier and happier!


In the Manulife Vitality program, members can enjoy rewards, including  fitness club discounts, a free wearable device, Amazon gifts cards and an opportunity for discounted premiums.  And with Apple Watch it's even easier for you to enjoy rewards for healthy, active living!  As a Manulife Vitality member, you can get Apple Watch from just $17 and fund the balance by tracking activities to earn Vitality PointsTM.*


Manulife Vitality is a whole new kind of life insurance program that can reward people like you for healthy living.

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Charitable Giving - Building Your Legacy

Jan 24, 2018 02:00 PM - 03:00 PM Eastern Standard Time

Please join as as Ed Brooks with Mackenzie Financial will speaking about charitable giving and covering the following items:

 

- Professional investment management options
- Simplified account setup, record keeping and administration
- Allows you to continue working with your advisor
- Flexible grant making
- Charitable legacy and estate planning
- Donor recognition

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Ladies Night! - Women and Investing - Reaching for Retirement

Nov 08, 2017 07:00 PM - 08:00 PM Eastern Standard Time

Please join us Wednesday November 8th at 7 pm for a night of fun as we welcome Katrina Wilson from Fidelity Investments to come speak with the ladies regarding investing and reaching for retirement.

 

There will also be a door prize for a lucky winner!

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Responsible Investing - Business Owners

Oct 25, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Mike Miller from NEI Investments will be joining us as our next date for seminars is slotted for Wednesday October 25th. We will be running a session in the afternoon that is geared more towards the business community and Responsible Investing. We also have a session in the evening at 7 pm and the focus for this seminar will be on the next generation and responsible investing.

 

NEI Investments were the first in Canada to build a large, comprehensive corporate engagement program that actively works to change the Environmental, Social and Governance (ESG) practices of companies held in our funds to help minimize risk.

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Wealth Transfer Strategies

Oct 11, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Please join the team of Ecclestone Financial group along with guest speakers Rob Wolf and Jon Hreljac as we discuss the following topics:

- Estate Planning Strategies Related to Retirement Savings

- Common Mistakes

- The Role of the Executor & the Ontario Probabe Process

- Techniques for Excluding Assets from Probate

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Balancing Expenses

In the Spring 2018 edition:
Making sense of a rapidly
changing financial world.

Do You need an estate plan

Ecclestone Financial Group

Manulife Securities Incorporated

Address: 245 St. David Street North
Fergus, Ontario, CA
N1M 2J8
Business: 519.843.5110
Fax: 519.843.5479
Toll Free: 1-877-941-1903
Email: info@efginc.ca

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