Events

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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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What Should You Do With Your Tax Return?

Apr 26, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

We will be continuing our series of seminars on Wednesday April 26th and this month's topic will be "What You Should Do With Your Tax Return"

 

Is receiving a tax refund a good thing?  If you did receive a tax refund, what should you be doing with it?  Our advisors has some tips to use your tax return to progress your financial plan.

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Estate Planning

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

Critical Illness

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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Published by Ecclestone Financial on Jul 17, 2017

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