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 (2)

Stock Trading. What is it, how it works, what do you need to know to do it.

Will be provided closer to the event

Best Strategies for Dealing with Debts
Needs a date and time

Location visible to members

Join us to learn about some key causes of financial struggles for both individuals and businesses along with tips to avoid them. We will also focus on what happens when debts get out of control, the options available to deal with them and how to get a fresh financial start. The presentation will be conducted by Ilya Margulis, who is both a Licensed Insolvency Trustee and a Chartered Professional Accountant with significant experience assisting both businesses and consumers in the midst of financial turmoil. This is intended as an open discussion so bring your questions. Cost: Free About the Speaker: Ilya Margulis is a Chartered Professional Accountant (Chartered Accountant), Chartered Insolvency Restructuring Professional and Licensed Insolvency Trustee. He has over ten years of business advisory experience with the past six and a half years being focused on assisting companies and individuals in dealing with their debts. Ilya is currently a Vice President at BDO Canada Limited, and prior to coming to BDO was a Manager at a Big-Four accounting firm. Refreshments will be provided.

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