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
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 Investmentsâ€™ 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.
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.
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
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 Mar 07, 2018
Please join us as we welcome Winston Robinson from AGF to discuss the option of investing your money vs purchasing real estate. The Agenda will include the following - Does Real Estate Always Go Up?...
Published by Ecclestone Financial on Feb 06, 2018
The new year is a time to reflect and improve on ourselves. Many Canadians choose to make new year resolutions and financial goals are usually at the top of the list. These tips will help you set (and...
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 ...