Vanessa Laine-Plamondon with CIBC World Markets will provide us with the skinny on ETF's and why we might want these in our portfolio, and how they differ from Mutual Funds and direct Stock ownership.
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This will be a great MeetUp! Here is Vanessa's bio:
Vanessa Laine-Plamondon has been in the investment industry since 1997. She graduated from the University of Calgary with a Bachelor of Commerce degree and has since obtained her securities license, insurance license, options license and branch manager’s license.
She is a Chartered Investment Manager, Fellow of the Canadian Securities Institute and Chartered Strategic Wealth Planner. She has recently obtained the Certified Divorce Financial Analyst designation.
Vanessa believes in a goals-based approach to investing where your goals are established and the plan is put into place to meet those goals. Ongoing management and regular reviews are done with these goals in mind to ensure that you are on track. Vanessa takes a holistic approach by incorporating insurance planning/strategies, tax planning and estate planning.
0 · January 6, 2014
This MeetUp will host guest speakers who will provide investor education. The speakers will cover topics such as private equity investments, mutual funds, segregated funds, stocks, bonds, real estate and alternatives.
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