Moderators: Cliff Murphy & Bob Lanctot
Wondering what to do and where to go to meet people and participate in mentally stimulating activity? Consider this!!
Do you have questions concerning wealth management and/or building an investment portfolio? Would you enjoy sharing your experience and hearing from others on how they invest in the market and deal with things like RRSP’s, RRIF’s, TFSA’s, ETF’s, Options, Mutual Funds, Bonds etc.
We are a superb group of people with diverse backgrounds and different levels of investing experience. We enjoy learning from each other and love to discuss things like tax-efficient investing, identifying benchmarks to help measure our success and how to best use investment advisors, banks, brokers and other sources of information. We are not financial experts, we just share our questions, experiences and knowledge with each other.
We cover a vast array of subjects like, which media [print and electronic] sources we find valuable, the basics of reading stock charts, good sources of investment ideas, how to set up a portfolio and track our investments, how can current events impact our investments, etc. etc.
Our questions (and potentially yours) set the stage for interesting and valuable conversations within a friendly setting over a cup of coffee.
Our objective is to increase our knowledge and comfort level regarding wealth management and to better understand the daily business news while enjoying the company of like-minded individuals. The bonus is that our gained knowledge may also help to protect us from fraudulent practices so prolific in today’s world.
We would be delighted to have you join our group!!
Contact Us to join our group.
Wednesdays 10:00 am to 12 pm,
starting October 23rd for 9 weeks
Fee: $40 (a deal: you get one extra week free!)