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
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.
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!
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.
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
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.
Ecclestone Financial Group
Manulife Securities Incorporated
|Address:||245 St. David Street North |
Fergus, Ontario, CA
Latest Blog Posts
Published by Ecclestone Financial on Jan 10, 2018
Did you know a financial advisor can help you live your best possible life within your personal budget? According to The Investment Funds Institute of Canada, you are more likely to become wealthy if ...
Published by Ecclestone Financial on Dec 14, 2017
Whether you’re planning to leave the workforce in five, 10, or even 30 years, it’s vital to stay on top of your retirement plan. Statistics Canada found that since the 1970s, the number of Canadians...
Published by Ecclestone Financial on Nov 22, 2017
Common Investment Myths – And How to Break Them Let’s talk about investment myths. Have you started investing yet? If the answer is yes, think about the last time you sat down with a financial advisor...
Published by Ecclestone Financial on Nov 08, 2017
Let’s be honest, investing isn’t always easy – at least it doesn’t always seem that way. With so many different options available on the market (from mutual funds to stocks), choosing the best strategy...