Apr
3
12:00 PM12:00

Mindset for Wealth - Strategies for Success

EVENT DESCRIPTION

The current downturn in Oil prices, devaluation of the Canadian dollar and downturn in the economy has led to a lot of uncertainty when planning for financial security and retirement. We have also witnessed a fundamental shift in ideology which has resulted from our change in governments, on both a provincial and federal level. With these changes in place, it is important to step back and to re-evaluate your strategy to plan for your future. It is very important to have a plan and to periodically re-evaluate your strategy, to ensure success in attaining your goal.

At this Presentation you will learn:

  •  The outlook for the stock markets, taking advantage of downturns, and the importance of dollar-cost averaging.

  • Tax avoidance vs. tax evasion – how to minimize your tax investment liabilities.

  • Differences between TFSAs and RRSPs (advantages/disadvantages)

  • How to double your after-tax net worth at retirement

  • Where to look for opportunities during market corrections and the psychological mistakes that investors make.”

  • The forecast for energy prices and how the long-term trend continues to remain bullish.

  • The importance of insurance products in ensuring financial stability as well as protection, and little know but extremely effective tax strategies.

  • The “four pillars” of investment and the importance of maintaining a focused strategy.

  • Do I have enough or not enough insurance – how to determine the right mix for myself and family

  • Strategies for life changes, such as marriage, house purchase children or divorce

  • THERE WILL BE A QUESTION/ANSWER PERIOD AT THE END OF THE PRESENTATION, IF YOU NEED CLARITY ON ANY ISSUES THAT MAKE AFFECT YOU PERSONALLY

*Lunch will be served, PLEASE INDICATE ANY DIETARY RESTRICTIONS through resourcecoordinator@resourceyyc.org

PRESENTER

Marshall Drozduk is a Director and Certified Financial Planner for Drozduk Wealth Management team.  He and his team bring over 20 years of experience in the global capital markets in his role as the Director with Investors Group in Calgary.  With a background in Business and Finance Marshall is able to draw on his past experiences to relay and intuitive investment and Financial Planning perspective that can be well understood by all audiences.

Kelsey Filion is a Director for Investors Group Financial Services. As a company director, it is Kelsey’s experience, disarming approach, and patience with her clients, which has built trust within his investment community. Her clients speak very highly of her because she takes the time to educate them on their investments.

DISCLAIMER

Filming and Photography may take place, please read our Notice for Filming and Photography for further information.







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