What we're about

The Vancouver Financial Mastery Meetup will provide an opportunity for success-driven, idea-hungry, passion-oriented people to get together for sharing, understanding and mastering financial ideas. The purpose of this group is to understand the strategies of wealth creation and growth.

We will explore the answer to this and other questions, such as the following:

- What is wealth?
- What do people do to create and grow wealth?
- How do investments work?
- How should I invest?
- Is insurance important?
- How should I feel about taxes?
- How do income taxes work?
- Is there a spiritual side to money?
- Is financial planning beneficial?
- Should I invest into Real Estate? or Gold? or Oil? or ______________?
- Many more

We will bring experts and guest speakers to share their wisdom and experience as well. Other topics of discussion may include physical and spiritual wealth, real estate, stocks, alternative investing strategies, and many more. This group was created for individuals who would like to better understand physical and spiritual wealth in a safe environment.

All levels are welcome.

Attending this meetup could be the best financial decision you have ever made in your life! Looking forward to seeing you there.

Alexei Schwartzman, CFP
Certified Financial Planner

Mutual funds products are offered through Investia Financial Services Inc.

Upcoming events (5)

Ask us anything financial: investments, taxes, insurance, retirement, etc.

Dear Vancouver Financial Mastery Meetup member. Do you have a financial question that you never had the opportunity to ask? How about questions about taxes or investments or real estate or retirement or... Here is your opportunity to get the answer. We will host a FREE bi-weekly 30 minutes online call (via zoom) about any financial topic. Here is the link to register: http://bit.ly/Ask_us_Anything About the presenter: Alexei Schwartzman, CFP is a Certified Financial Planner who has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes and teaching financial concepts to others.

Ask us anything financial: investments, taxes, insurance, retirement, etc.

Dear Vancouver Financial Mastery Meetup member. Do you have a financial question that you never had the opportunity to ask? How about questions about taxes or investments or real estate or retirement or... Here is your opportunity to get the answer. We will host a FREE bi-weekly 30 minutes online call (via zoom) about any financial topic. Here is the link to register: http://bit.ly/Ask_us_Anything About the presenter: Alexei Schwartzman, CFP is a Certified Financial Planner who has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes and teaching financial concepts to others.

Ask us anything financial: investments, taxes, insurance, retirement, etc.

Dear Vancouver Financial Mastery Meetup member. Do you have a financial question that you never had the opportunity to ask? How about questions about taxes or investments or real estate or retirement or... Here is your opportunity to get the answer. We will host a FREE bi-weekly 30 minutes online call (via zoom) about any financial topic. Here is the link to register: http://bit.ly/Ask_us_Anything About the presenter: Alexei Schwartzman, CFP is a Certified Financial Planner who has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes and teaching financial concepts to others.

Ask us anything financial: investments, taxes, insurance, retirement, etc.

Dear Vancouver Financial Mastery Meetup member. Do you have a financial question that you never had the opportunity to ask? How about questions about taxes or investments or real estate or retirement or... Here is your opportunity to get the answer. We will host a FREE bi-weekly 30 minutes online call (via zoom) about any financial topic. Here is the link to register: http://bit.ly/Ask_us_Anything About the presenter: Alexei Schwartzman, CFP is a Certified Financial Planner who has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes and teaching financial concepts to others.

Past events (101)

Successful Investing in Local Real Estate

Online event

Photos (40)

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